Position in IVZ
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$5,838,231
+$1,344,124 QoQ
Shares Held
19,270
+1.9% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
1.28%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
24 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in IVZ Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Atlas Private Wealth Advisors holds $11,732,338 across 5 Asset Management names. IVZ ranks #1 (49.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IVZ |
Invesco Ltd.
This page
|
19,270 | $5,838,231 | |
| 2 | MUJ |
Blackrock Muniholdings New Jersey Quality Fund, Inc.
|
267,579 | $3,293,897 | |
| 3 | NCA |
Nuveen California Municipal Value Fund
|
210,292 | $1,962,024 | |
| 4 | STT |
State Street Corp
|
10,120 | $542,533 | |
| 5 | FSCO |
FS Credit Opportunities Corp.
|
19,169 | $95,653 |
All Filings in IVZ
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2021-09-30 | $8,221 | 341 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $8,019 | 300 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $7,566 | 300 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $5,229 | 300 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $3,423 | 300 | Shares | Sole | 2020-10-27 | |
| 2020-06-30 | $3,228 | 300 | Shares | Sole | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||