Position in IVZ
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$1,215,787
+$19,609 QoQ
Shares Held
50,053
+9.9% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in IVZ Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026Focus Partners Advisor Solutions, LLC holds $25,702,427 across 31 Asset Management names. IVZ ranks #6 (4.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
3,662 | $3,521,782 | |
| 2 | FSK |
FS KKR Capital Corp
|
208,155 | $2,119,017 | |
| 3 | BX |
Blackstone Inc.
|
18,233 | $2,096,612 | |
| 4 | KKR |
KKR & Co. Inc.
|
22,465 | $2,078,012 | |
| 5 | AMP |
Ameriprise Financial Inc
|
3,987 | $1,771,822 | |
| 6 | IVZ |
Invesco Ltd.
This page
|
50,053 | $1,215,787 | |
| 7 | NTRS |
Northern Trust Corp
|
7,651 | $1,067,850 | |
| 8 | JHG |
Janus Henderson Group Ltd.
|
19,341 | $993,547 |
All Filings in IVZ
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,215,787 | 50,053 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $1,196,178 | 45,534 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $818,453 | 35,678 | Shares | Other | 2025-11-12 | |
| 2025-06-30 | $370,516 | 23,495 | Shares | Other | 2025-07-31 | |
| 2025-03-31 | $453,188 | 29,874 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $239,073 | 13,677 | Shares | Other | 2025-02-18 | |
| No filing history on record for this holder in this stock. | ||||||