Position in IVZ
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$328,951
+$21,417 QoQ
Shares Held
12,465
-1.5% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#435
of 683 holders
Holding Since
Sep 2025
4 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, 2026JACKSON THORNTON WEALTH MANAGEMENT, LLC holds $4,775,583 across 12 Asset Management names. IVZ ranks #6 (6.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | OCSL |
Oaktree Specialty Lending Corp
|
84,506 | $1,009,001 | |
| 2 | ARCC |
Ares Capital Corp
|
32,912 | $609,859 | |
| 3 | OBDC |
Blue Owl Capital Corp
|
52,323 | $568,751 | |
| 4 | HRZN |
Horizon Technology Finance Corp
|
90,609 | $428,580 | |
| 5 | NTRS |
Northern Trust Corp
|
2,442 | $424,517 | |
| 6 | IVZ |
Invesco Ltd.
This page
|
12,465 | $328,951 | |
| 7 | BLK |
BlackRock, Inc.
|
321 | $308,660 | |
| 8 | AMP |
Ameriprise Financial Inc
|
634 | $290,853 |
All Filings in IVZ
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $328,951 | 12,465 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $307,534 | 12,661 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $314,293 | 11,964 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $220,177 | 9,598 | Shares | Other | 2025-10-29 | |
| No filing history on record for this holder in this stock. | ||||||