Position in IVZ
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$323,080
+$103,368 QoQ
Shares Held
2,000
-2.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
3 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, 2026Private Wealth Asset Management, LLC holds $3,975,878 across 26 Asset Management names. IVZ ranks #4 (8.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
1,949 | $1,874,080 | |
| 2 | STT |
State Street Corp
|
14,252 | $780,055 | |
| 3 | AMP |
Ameriprise Financial Inc
|
877 | $402,332 | |
| 4 | IVZ |
Invesco Ltd.
This page
|
2,000 | $323,080 | |
| 5 | PFG |
Principal Financial Group Inc
|
1,659 | $178,807 | |
| 6 | BX |
Blackstone Inc.
|
1,090 | $128,260 | |
| 7 | BPRE |
Bluerock Private Real Estate Fund
|
4,092 | $53,236 | |
| 8 | IFN |
Aberdeen India Fund, Inc.
|
4,206 | $49,420 |
No Holdings History
No holdings records found for this institution in IVZ.