Position in IVZ
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$1,185,645
+$342,574 QoQ
Shares Held
5,991
+5.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
18 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, 2026DHJJ Financial Advisors, Ltd. holds $1,712,439 across 28 Asset Management names. IVZ ranks #1 (69.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IVZ |
Invesco Ltd.
This page
|
5,991 | $1,185,645 | |
| 2 | BN |
BROOKFIELD Corp /ON/
|
3,719 | $158,392 | |
| 3 | STT |
State Street Corp
|
2,905 | $155,737 | |
| 4 | BAM |
Brookfield Asset Management Ltd.
|
1,001 | $44,894 | |
| 5 | BX |
Blackstone Inc.
|
322 | $37,889 | |
| 6 | BLK |
BlackRock, Inc.
|
30 | $28,846 | |
| 7 | ARCC |
Ares Capital Corp
|
1,129 | $20,920 | |
| 8 | SEIC |
Sei Investments Co
|
235 | $20,611 |
No Holdings History
No holdings records found for this institution in IVZ.