Position in IVZ
as of Jun 30, 2026
· filed Aug 19, 2026
Position Value
$113,304,153
+$27,121,048 QoQ
Shares Held
901,355
-0.6% QoQ
Ownership
0.204%
of shares outstanding
% of Portfolio
1.38%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 13%
Shared 0%
None 87%
Common Shares in IVZ Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Kingsview Wealth Management, LLC holds $239,925,320 across 59 Asset Management names. IVZ ranks #1 (47.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IVZ |
Invesco Ltd.
This page
|
901,355 | $113,304,153 | |
| 2 | STT |
State Street Corp
|
423,760 | $24,067,548 | |
| 3 | PSLV |
Sprott Physical Silver Trust
|
972,794 | $18,356,622 | |
| 4 | PHYS |
Sprott Physical Gold Trust
|
578,626 | $17,457,146 | |
| 5 | BLK |
BlackRock, Inc.
|
41,803 | $10,775,499 | |
| 6 | NSLR |
Neostellar Capital Corp.
|
564,301 | $7,076,334 | |
| 7 | AMP |
Ameriprise Financial Inc
|
13,090 | $6,005,167 | |
| 8 | APO |
Apollo Global Management, Inc.
|
42,344 | $5,009,718 |
All Filings in IVZ
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $3,886,540 | 147,946 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $848,940 | 37,007 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $441,307 | 27,984 | Shares | Sole | 2025-08-08 | |
| No filing history on record for this holder in this stock. | ||||||