Position in IVZ
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$1,657,310
+$871,312 QoQ
Shares Held
18,865
+130.4% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.10%
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, 2026ARMSTRONG ADVISORY GROUP, INC holds $22,744,974 across 42 Asset Management names. IVZ ranks #2 (7.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | STT |
State Street Corp
|
346,128 | $18,586,194 | |
| 2 | IVZ |
Invesco Ltd.
This page
|
18,865 | $1,657,310 | |
| 3 | PHYS |
Sprott Physical Gold Trust
|
17,591 | $530,720 | |
| 4 | BX |
Blackstone Inc.
|
3,317 | $390,311 | |
| 5 | BLK |
BlackRock, Inc.
|
358 | $344,238 | |
| 6 | APO |
Apollo Global Management, Inc.
|
1,304 | $154,276 | |
| 7 | HTGC |
Hercules Capital, Inc.
|
7,916 | $124,835 | |
| 8 | AMP |
Ameriprise Financial Inc
|
231 | $105,973 |
All Filings in IVZ
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2023-09-30 | $8,494 | 585 | Shares | Sole | 2023-10-11 | |
| No filing history on record for this holder in this stock. | ||||||