Position in IVZ
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$584,816
+$75,826 QoQ
Shares Held
4,635
-29.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2023
13 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, 2026Nemes Rush Group LLC holds $12,153,836 across 26 Asset Management names. IVZ ranks #2 (4.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RJF |
Raymond James Financial Inc
|
65,329 | $9,931,967 | |
| 2 | IVZ |
Invesco Ltd.
This page
|
4,635 | $584,816 | |
| 3 | KKR |
KKR & Co. Inc.
|
3,253 | $298,560 | |
| 4 | ARES |
Ares Management Corp
|
2,325 | $258,795 | |
| 5 | STT |
State Street Corp
|
3,782 | $221,658 | |
| 6 | BLK |
BlackRock, Inc.
|
177 | $170,196 | |
| 7 | PFG |
Principal Financial Group Inc
|
1,440 | $155,203 | |
| 8 | AWF |
Alliancebernstein Global High Income Fund Inc
|
14,097 | $145,199 |
All Filings in IVZ
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $290 | 11 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $267 | 11 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $288 | 11 | Shares | Sole | 2026-02-11 | |
| No filing history on record for this holder in this stock. | ||||||