Position in IVZ
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$815,796
+$426,700 QoQ
Shares Held
14,652
-23.1% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 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, 2026Plan Group Financial, LLC holds $14,871,157 across 21 Asset Management names. IVZ ranks #5 (5.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ARCC |
Ares Capital Corp
|
147,018 | $2,724,243 | |
| 2 | OCSL |
Oaktree Specialty Lending Corp
|
202,342 | $2,415,963 | |
| 3 | FDUS |
FIDUS INVESTMENT Corp
|
125,520 | $2,393,666 | |
| 4 | TSLX |
Sixth Street Specialty Lending, Inc.
|
120,324 | $2,065,963 | |
| 5 | IVZ |
Invesco Ltd.
This page
|
14,652 | $815,796 | |
| 6 | APO |
Apollo Global Management, Inc.
|
5,146 | $608,823 | |
| 7 | NZF |
Nuveen Municipal Credit Income Fund
|
38,665 | $490,272 | |
| 8 | HASI |
HA Sustainable Infrastructure Capital, Inc.
|
10,695 | $417,639 |
All Filings in IVZ
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $215,131 | 8,152 | Shares | Sole | 2026-08-03 | |
| No filing history on record for this holder in this stock. | ||||||