Position in IVZ
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$2,786,911
+$1,547,326 QoQ
Shares Held
17,263
+47.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.93%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2021
14 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, 2026Advisor Resource Council holds $6,903,295 across 6 Asset Management names. IVZ ranks #1 (40.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IVZ |
Invesco Ltd.
This page
|
17,263 | $2,786,911 | |
| 2 | STT |
State Street Corp
|
49,497 | $2,653,534 | |
| 3 | BLK |
BlackRock, Inc.
|
746 | $717,323 | |
| 4 | FSSL |
FS Specialty Lending Fund
|
29,784 | $332,091 | |
| 5 | AOD |
abrdn Total Dynamic Dividend Fund
|
24,005 | $247,491 | |
| 6 | NBXG |
Neuberger Next Generation Connectivity Fund Inc.
|
10,033 | $165,945 |
No Holdings History
No holdings records found for this institution in IVZ.