Position in IVZ
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$2,799,081
+$289,856 QoQ
Shares Held
26,233
-4.2% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.64%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
15 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, 2026Empirical Asset Management, LLC holds $8,413,165 across 10 Asset Management names. IVZ ranks #1 (33.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IVZ |
Invesco Ltd.
This page
|
26,233 | $2,799,081 | |
| 2 | PSLV |
Sprott Physical Silver Trust
|
122,100 | $2,304,027 | |
| 3 | STT |
State Street Corp
|
18,241 | $1,461,113 | |
| 4 | AMP |
Ameriprise Financial Inc
|
1,420 | $651,439 | |
| 5 | EOS |
Eaton Vance Enhanced Equity Income Fund II
|
13,011 | $286,762 | |
| 6 | BST |
BlackRock Science & Technology Trust
|
5,000 | $253,550 | |
| 7 | APO |
Apollo Global Management, Inc.
|
2,131 | $252,118 | |
| 8 | MHD |
Blackrock Muniholdings Fund, Inc.
|
14,856 | $176,786 |
No Holdings History
No holdings records found for this institution in IVZ.