Position in IVZ
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$297,414
+$41,019 QoQ
Shares Held
5,423
-2.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.57%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
13 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in IVZ Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026LGT Financial Advisors LLC holds $627,838 across 9 Asset Management names. IVZ ranks #1 (47.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IVZ |
Invesco Ltd.
This page
|
5,423 | $297,414 | |
| 2 | PFG |
Principal Financial Group Inc
|
1,547 | $166,735 | |
| 3 | BX |
Blackstone Inc.
|
550 | $64,718 | |
| 4 | ACP |
abrdn Income Credit Strategies Fund
|
9,467 | $49,228 | |
| 5 | OBDC |
Blue Owl Capital Corp
|
1,294 | $14,065 | |
| 6 | CGBD |
Carlyle Secured Lending, Inc.
|
1,290 | $13,583 | |
| 7 | OFS |
OFS Capital Corp
|
3,085 | $10,920 | |
| 8 | CION |
CION Investment Corp
|
1,542 | $9,606 |
No Holdings History
No holdings records found for this institution in IVZ.