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Equibles

Venture Visionary Partners LLC

Position in IVZ — Invesco Ltd.

CIK 1792283 Sylvania, OH
Back to IVZ Full portfolio

Position in IVZ

as of Jun 30, 2026 · filed Jul 27, 2026
Position Value
$28,815,380
+$6,551,657 QoQ
Shares Held
304,266
+9.3% QoQ
Ownership
0.069%
of shares outstanding
% of Portfolio
0.80%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority Sole 97% Shared 0% None 3%

Common Shares in IVZ Over Time

Shares Held

Position Value (USD)

Position in Asset Management

Financial Services · as of Jun 30, 2026

Venture Visionary Partners LLC holds $102,345,736 across 34 Asset Management names. IVZ ranks #1 (28.2% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 IVZ
Invesco Ltd.
This page 		304,266 $28,815,380
2 BLK
BlackRock, Inc.
 17,355 $16,687,873
3 STT
State Street Corp
 163,094 $8,743,469
4 BX
Blackstone Inc.
 60,384 $7,105,385
5 AMP
Ameriprise Financial Inc
 15,441 $7,083,713
6 KKR
KKR & Co. Inc.
 48,288 $4,431,872
7 BLW
BLACKROCK Ltd DURATION INCOME TRUST
 279,335 $3,488,894
8 BXSL
Blackstone Secured Lending Fund
 145,992 $3,461,470

All Filings in IVZ

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11 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $644,311 24,415
2026-03-31 $592,967 24,412
2025-12-31 $670,279 25,515
2025-09-30 $586,644 25,573
2025-06-30 $403,223 25,569
2025-03-31 $1,958,431 129,099
2024-12-31 $2,119,799 121,270
2024-09-30 $1,675,627 95,423
2024-06-30 $1,368,451 91,474
2024-03-31 $1,378,778 83,109
2022-06-30 $4,774 296