Position in IVZ
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$788,579
+$93,608 QoQ
Shares Held
7,367
-11.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
23 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, 2026Insight Advisors, LLC/ PA holds $6,720,589 across 12 Asset Management names. IVZ ranks #4 (11.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TROW |
Price T Rowe Group Inc
|
16,181 | $1,839,617 | |
| 2 | BX |
Blackstone Inc.
|
11,161 | $1,313,314 | |
| 3 | PHYS |
Sprott Physical Gold Trust
|
32,674 | $985,774 | |
| 4 | IVZ |
Invesco Ltd.
This page
|
7,367 | $788,579 | |
| 5 | FTHY |
First Trust High Yield Opportunities 2027 Term Fund
|
48,135 | $659,449 | |
| 6 | BLK |
BlackRock, Inc.
|
318 | $305,776 | |
| 7 | AMP |
Ameriprise Financial Inc
|
561 | $257,364 | |
| 8 | FSK |
FS KKR Capital Corp
|
16,423 | $172,441 |
No Holdings History
No holdings records found for this institution in IVZ.