Position in IVZ
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$13,157,920
+$3,001,087 QoQ
Shares Held
44,981
+2.1% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.81%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2021
20 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, 2026Sage Mountain Advisors LLC holds $70,402,961 across 7 Asset Management names. IVZ ranks #2 (18.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GBDC |
GOLUB CAPITAL BDC, Inc.
|
3,829,164 | $49,319,632 | |
| 2 | IVZ |
Invesco Ltd.
This page
|
44,981 | $13,157,920 | |
| 3 | KBDC |
Kayne Anderson BDC, Inc.
|
353,274 | $4,779,797 | |
| 4 | PHYS |
Sprott Physical Gold Trust
|
61,320 | $1,850,024 | |
| 5 | BX |
Blackstone Inc.
|
6,497 | $764,501 | |
| 6 | LIEN |
Chicago Atlantic BDC, Inc.
|
30,797 | $300,886 | |
| 7 | STT |
State Street Corp
|
4,294 | $230,201 |
No Holdings History
No holdings records found for this institution in IVZ.