Position in IVZ
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$90,604,312
+$4,722,846 QoQ
Shares Held
436,140
-16.8% QoQ
Ownership
0.099%
of shares outstanding
% of Portfolio
10.35%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2022
17 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, 2026Scarborough Advisors, LLC holds $96,420,703 across 5 Asset Management names. IVZ ranks #1 (94.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IVZ |
Invesco Ltd.
This page
|
436,140 | $90,604,312 | |
| 2 | BTT |
BlackRock Municipal 2030 Target Term Trust
|
119,526 | $2,719,216 | |
| 3 | MYI |
Blackrock Muniyield Quality Fund III, Inc.
|
169,362 | $1,881,611 | |
| 4 | MHD |
Blackrock Muniholdings Fund, Inc.
|
76,710 | $912,849 | |
| 5 | MMD |
NYLI MacKay DefinedTerm Muni Opportunities Fund
|
19,530 | $302,715 |
No Holdings History
No holdings records found for this institution in IVZ.