Position in IVZ
as of Mar 31, 2026
· filed Apr 15, 2026
Position Value
$21,810,600
-$1,131,783 QoQ
Shares Held
229,241
+3.7% QoQ
Ownership
0.052%
of shares outstanding
% of Portfolio
0.62%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2022
15 quarters on record
Voting authority
Sole 0%
Shared 23%
None 77%
Common Shares in IVZ Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026JOURNEY STRATEGIC WEALTH LLC holds $34,898,476 across 33 Asset Management names. IVZ ranks #1 (62.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IVZ |
Invesco Ltd.
This page
|
229,241 | $21,810,600 | |
| 2 | BLK |
BlackRock, Inc.
|
1,379 | $1,326,194 | |
| 3 | DLY |
DoubleLine Yield Opportunities Fund
|
89,111 | $1,240,425 | |
| 4 | PDI |
PIMCO Dynamic Income Fund
|
53,300 | $911,963 | |
| 5 | PHYS |
Sprott Physical Gold Trust
|
25,411 | $900,565 | |
| 6 | CG |
Carlyle Group Inc.
|
17,474 | $845,565 | |
| 7 | PSLV |
Sprott Physical Silver Trust
|
31,387 | $765,528 | |
| 8 | PAXS |
PIMCO Access Income Fund
|
51,700 | $744,997 |
All Filings in IVZ
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $241,392 | 9,938 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $215,437 | 8,201 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||