Position in IVZ
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$5,391,174
+$1,354,041 QoQ
Shares Held
40,120
+13.0% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
1.76%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2021
12 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, 2026FIRETHORN WEALTH PARTNERS, LLC holds $7,813,758 across 9 Asset Management names. IVZ ranks #1 (69.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IVZ |
Invesco Ltd.
This page
|
40,120 | $5,391,174 | |
| 2 | KKR |
KKR & Co. Inc.
|
5,835 | $535,536 | |
| 3 | LIEN |
Chicago Atlantic BDC, Inc.
|
38,654 | $377,649 | |
| 4 | BN |
BROOKFIELD Corp /ON/
|
7,521 | $320,319 | |
| 5 | CLM |
Cornerstone Strategic Investment Fund, Inc.
|
42,157 | $318,706 | |
| 6 | CRF |
Cornerstone Total Return Fund Inc
|
35,959 | $258,185 | |
| 7 | GOF |
Guggenheim Strategic Opportunities Fund
|
19,817 | $216,401 | |
| 8 | BCAT |
BlackRock Capital Allocation Term Trust
|
12,558 | $200,048 |
No Holdings History
No holdings records found for this institution in IVZ.