Position in IVZ
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$23,111
+$340 QoQ
Shares Held
1,025
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
14 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, 2026Strategic Investment Solutions, Inc. /IL holds $471,653 across 17 Asset Management names. IVZ ranks #5 (4.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | APO |
Apollo Global Management, Inc.
|
1,039 | $122,923 | |
| 2 | SPPP |
Sprott Physical Platinum & Palladium Trust
|
8,333 | $103,745 | |
| 3 | BX |
Blackstone Inc.
|
688 | $80,956 | |
| 4 | EMO |
ClearBridge Energy Midstream Opportunity Fund Inc.
|
854 | $42,785 | |
| 5 | IVZ |
Invesco Ltd.
This page
|
1,025 | $23,111 | |
| 6 | PFG |
Principal Financial Group Inc
|
189 | $20,370 | |
| 7 | TYG |
Tortoise Energy Infrastructure Corp
|
400 | $17,148 | |
| 8 | AMP |
Ameriprise Financial Inc
|
33 | $15,139 |
All Filings in IVZ
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $78,941 | 3,005 | Shares | Sole | 2026-02-27 | |
| No filing history on record for this holder in this stock. | ||||||