Position in IVZ
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$46,558,863
+$33,171,655 QoQ
Shares Held
365,379
+60.8% QoQ
Ownership
0.083%
of shares outstanding
% of Portfolio
4.20%
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, 2026Onyx Bridge Wealth Group LLC holds $58,500,734 across 22 Asset Management names. IVZ ranks #1 (79.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IVZ |
Invesco Ltd.
This page
|
365,379 | $46,558,863 | |
| 2 | STT |
State Street Corp
|
55,542 | $2,977,606 | |
| 3 | FPF |
First Trust Intermediate Duration Preferred & Income Fund
|
68,870 | $1,251,367 | |
| 4 | CG |
Carlyle Group Inc.
|
24,969 | $1,051,443 | |
| 5 | ARCC |
Ares Capital Corp
|
56,523 | $1,047,371 | |
| 6 | GBDC |
GOLUB CAPITAL BDC, Inc.
|
77,219 | $994,580 | |
| 7 | HYT |
Blackrock Corporate High Yield Fund, Inc.
|
113,342 | $970,207 | |
| 8 | BX |
Blackstone Inc.
|
4,081 | $480,210 |
No Holdings History
No holdings records found for this institution in IVZ.