Position in IVZ
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$1,649,076
+$257,900 QoQ
Shares Held
11,029
+0.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#1,574
of 2,914 holders
Holding Since
Dec 2022
15 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, 2026Accurate Wealth Management, LLC holds $9,523,394 across 14 Asset Management names. IVZ ranks #3 (17.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
1,935 | $1,860,618 | |
| 2 | BX |
Blackstone Inc.
|
14,616 | $1,719,864 | |
| 3 | IVZ |
Invesco Ltd.
This page
|
11,029 | $1,649,076 | |
| 4 | GBDC |
GOLUB CAPITAL BDC, Inc.
|
61,430 | $791,218 | |
| 5 | DNP |
Dnp Select Income Fund Inc
|
58,549 | $631,743 | |
| 6 | NCDL |
Nuveen Churchill Direct Lending Corp.
|
43,862 | $544,766 | |
| 7 | TROW |
Price T Rowe Group Inc
|
4,316 | $490,686 | |
| 8 | STT |
State Street Corp
|
7,735 | $414,673 |
All Filings in IVZ
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2022-12-31 | $8,437 | 469 | Shares | Sole | 2023-01-11 | |
| No filing history on record for this holder in this stock. | ||||||