Position in IVZ
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$3,114
+$248 QoQ
Shares Held
118
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#597
of 663 holders
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, 2026POM Investment Strategies, LLC holds $29,029 across 7 Asset Management names. IVZ ranks #5 (10.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EXG |
Eaton Vance Tax-Managed Global Diversified Equity Income Fund
|
750 | $7,357 | |
| 2 | BEN |
Franklin Resources Inc
|
190 | $6,321 | |
| 3 | PFG |
Principal Financial Group Inc
|
49 | $5,281 | |
| 4 | TROW |
Price T Rowe Group Inc
|
31 | $3,524 | |
| 5 | IVZ |
Invesco Ltd.
This page
|
118 | $3,114 | |
| 6 | BX |
Blackstone Inc.
|
21 | $2,471 | |
| 7 | BLK |
BlackRock, Inc.
|
1 | $961 |
All Filings in IVZ
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,114 | 118 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $2,866 | 118 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $3,099 | 118 | Shares | Sole | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||