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Equibles

Kestra Advisory Services, LLC

Position in IVZ — Invesco Ltd.

CIK 1830819 AUSTIN, TX
Back to IVZ Full portfolio

Position in IVZ

as of Jun 30, 2026 · filed Jul 28, 2026
Position Value
$213,323,382
+$40,333,555 QoQ
Shares Held
2,143,870
+0.7% QoQ
Ownership
0.486%
of shares outstanding
% of Portfolio
0.69%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2020
24 quarters on record

Common Shares in IVZ Over Time

Shares Held

Position Value (USD)

Position in Asset Management

Financial Services · as of Jun 30, 2026

Kestra Advisory Services, LLC holds $717,283,456 across 230 Asset Management names. IVZ ranks #1 (29.7% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 IVZ
Invesco Ltd.
This page 		2,143,870 $213,323,382
2 PHYS
Sprott Physical Gold Trust
 1,980,953 $59,765,352
3 BLK
BlackRock, Inc.
 180,252 $41,812,857
4 PSLV
Sprott Physical Silver Trust
 1,891,228 $35,687,472
5 BX
Blackstone Inc.
 283,769 $33,391,098
6 STT
State Street Corp
 510,174 $29,030,543
7 FHI
Federated Hermes, Inc.
 472,377 $26,084,657
8 KKR
KKR & Co. Inc.
 125,386 $11,507,927

All Filings in IVZ

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24 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $542,895 20,572
2026-03-31 $522,259 21,501
2025-12-31 $571,556 21,757
2025-09-30 $481,281 20,980
2025-06-30 $592,210 37,553
2025-03-31 $581,238 38,315
2024-12-31 $759,383 43,443
2024-09-30 $878,737 50,042
2024-06-30 $773,895 51,731
2024-03-31 $1,102,670 66,466
2023-12-31 $1,219,845 68,377
2023-09-30 $752,353 51,815
2023-06-30 $921,171 54,799
2023-03-31 $901,770 54,986
2022-12-31 $998,822 55,521
2022-09-30 $915,502 66,825
2022-06-30 $1,096,501 67,979
2022-03-31 $1,559,063 67,609
2021-12-31 $1,391,835 60,462
2021-09-30 $1,492,722 61,913
2021-06-30 $1,681,129 62,893
2021-03-31 $1,651,859 65,498
2020-12-31 $1,557,875 89,379
2020-09-30 $917,546 80,416