Position in IVZ
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$551,812
+$236,944 QoQ
Shares Held
9,514
+68.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
11 quarters on record
Voting authority
Sole 69%
Shared 0%
None 31%
Common Shares in IVZ Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Sound View Wealth Advisors Group, LLC holds $9,156,092 across 16 Asset Management names. IVZ ranks #6 (6.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DNP |
Dnp Select Income Fund Inc
|
218,106 | $2,353,363 | |
| 2 | BLK |
BlackRock, Inc.
|
1,424 | $1,369,261 | |
| 3 | BX |
Blackstone Inc.
|
7,423 | $873,464 | |
| 4 | PHYS |
Sprott Physical Gold Trust
|
25,975 | $783,665 | |
| 5 | UTG |
Reaves Utility Income Fund
|
13,758 | $560,225 | |
| 6 | IVZ |
Invesco Ltd.
This page
|
9,514 | $551,812 | |
| 7 | STT |
State Street Corp
|
9,021 | $483,615 | |
| 8 | TPG |
TPG Inc.
|
11,815 | $479,098 |
No Holdings History
No holdings records found for this institution in IVZ.