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Equibles

Spire Wealth Management

Position in IVZ — Invesco Ltd.

CIK 1858740 MCLEAN, VA
Back to IVZ Full portfolio

Position in IVZ

as of Jun 30, 2026 · filed Jul 15, 2026
Position Value
$10,619,025
+$1,737,239 QoQ
Shares Held
192,118
-11.4% QoQ
Ownership
0.044%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2021
22 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

Spire Wealth Management holds $62,607,907 across 112 Asset Management names. IVZ ranks #2 (17.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 STT
State Street Corp
 461,944 $24,767,368
2 IVZ
Invesco Ltd.
This page 		192,118 $10,619,025
3 EVT
Eaton Vance Tax-Advantaged Dividend Income Fund
 115,599 $3,199,780
4 BX
Blackstone Inc.
 23,291 $2,740,651
5 NEA
Nuveen AMT-Free Quality Municipal Income Fund
 228,623 $2,684,034
6 CEF
Sprott Physical Gold & Silver Trust
 59,199 $2,381,575
7 BLK
BlackRock, Inc.
 4,176 $1,529,784
8 ARCC
Ares Capital Corp
 79,181 $1,467,223

All Filings in IVZ

Export CSV
20 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $1,609 61
2026-03-31 $6,339 261
2025-12-31 $7,381 281
2025-09-30 $1,399 61
2025-06-30 $883 56
2025-03-31 $13,152 867
2024-12-31 $1,713 98
2024-09-30 $1,720 98
2024-06-30 $1,466 98
2024-03-31 $746 45
2023-12-31 $802 45
2023-09-30 $3,383 233
2023-06-30 $3,815 227
2023-03-31 $3,608 220
2022-12-31 $4,281 238
2022-09-30 $3,014 220
2022-06-30 $3,548 220
2021-12-31 $16,666 724
2021-09-30 $14,466 600
2021-06-30 $16,038 600