Position in IVZ
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$19,606,445
+$954,043 QoQ
Shares Held
904,338
+3.6% QoQ
Ownership
0.205%
of shares outstanding
% of Portfolio
1.37%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
11 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in IVZ Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Inspire Advisors, LLC holds $29,900,692 across 17 Asset Management names. IVZ ranks #1 (65.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IVZ |
Invesco Ltd.
This page
|
904,338 | $19,606,445 | |
| 2 | FSK |
FS KKR Capital Corp
|
216,083 | $2,268,871 | |
| 3 | CSWC |
Capital Southwest Corp
|
87,762 | $2,086,102 | |
| 4 | ARCC |
Ares Capital Corp
|
55,342 | $1,025,487 | |
| 5 | FSCO |
FS Credit Opportunities Corp.
|
149,624 | $746,623 | |
| 6 | SCM |
Stellus Capital Investment Corp
|
86,232 | $726,073 | |
| 7 | UTF |
Cohen & Steers Infrastructure Fund Inc
|
25,824 | $712,484 | |
| 8 | STT |
State Street Corp
|
11,751 | $629,971 |
All Filings in IVZ
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2020-12-31 | $9,394 | 539 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||