Position in IVZ
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$8,996,554
+$2,016,491 QoQ
Shares Held
134,587
-6.3% QoQ
Ownership
0.030%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 8%
Shared 0%
None 92%
Common Shares in IVZ Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026SteelPeak Wealth, LLC holds $26,636,486 across 12 Asset Management names. IVZ ranks #2 (33.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ISD |
PGIM High Yield Bond Fund, Inc.
|
804,218 | $10,503,087 | |
| 2 | IVZ |
Invesco Ltd.
This page
|
134,587 | $8,996,554 | |
| 3 | STT |
State Street Corp
|
42,556 | $2,281,427 | |
| 4 | BX |
Blackstone Inc.
|
12,086 | $1,422,159 | |
| 5 | BEN |
Franklin Templeton Inc
|
33,050 | $1,099,573 | |
| 6 | ETV |
Eaton Vance Tax-Managed Buy-Write Opportunities Fund
|
42,685 | $635,152 | |
| 7 | STK |
Columbia Seligman Premium Technology Growth Fund, Inc.
|
8,328 | $448,629 | |
| 8 | KKR |
KKR & Co. Inc.
|
3,332 | $305,810 |
All Filings in IVZ
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2020-06-30 | $357,038 | 33,182 | Shares | Sole | 2020-07-21 | |
| 2020-03-31 | $254,040 | 27,978 | Shares | Sole | 2020-04-16 | |
| No filing history on record for this holder in this stock. | ||||||