Position in IVZ
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$15,391,317
+$3,117,520 QoQ
Shares Held
257,796
+13.7% QoQ
Ownership
0.058%
of shares outstanding
% of Portfolio
1.22%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
19 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, 2026Amplius Wealth Advisors, LLC holds $46,416,211 across 11 Asset Management names. IVZ ranks #1 (33.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IVZ |
Invesco Ltd.
This page
|
257,796 | $15,391,317 | |
| 2 | BX |
Blackstone Inc.
|
129,420 | $15,228,851 | |
| 3 | AMG |
Affiliated Managers Group, Inc.
|
21,766 | $7,365,614 | |
| 4 | BXSL |
Blackstone Secured Lending Fund
|
146,335 | $3,469,602 | |
| 5 | BTT |
BlackRock Municipal 2030 Target Term Trust
|
100,344 | $2,282,826 | |
| 6 | GBDC |
GOLUB CAPITAL BDC, Inc.
|
83,925 | $1,080,954 | |
| 7 | BCAT |
BlackRock Capital Allocation Term Trust
|
35,290 | $562,169 | |
| 8 | BSTZ |
BlackRock Science & Technology Term Trust
|
14,525 | $436,185 |
All Filings in IVZ
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2021-12-31 | $63,696 | 2,767 | Shares | Sole | 2022-01-28 | |
| No filing history on record for this holder in this stock. | ||||||