Position in IVZ
as of Jun 30, 2026
· filed Sep 15, 2026
Position Value
$1,165,676
-$196,950 QoQ
Shares Held
77,111
-16.4% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#270
of 692 holders
Holding Since
Jun 2023
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, 2026Cherry Tree Wealth Management, LLC holds $4,780,996 across 9 Asset Management names. IVZ ranks #2 (24.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TROW |
Price T Rowe Group Inc
|
28,138 | $3,199,009 | |
| 2 | IVZ |
Invesco Ltd.
This page
|
77,111 | $1,165,676 | |
| 3 | AMP |
Ameriprise Financial Inc
|
451 | $206,900 | |
| 4 | STT |
State Street Corp
|
1,500 | $80,415 | |
| 5 | PSLV |
Sprott Physical Silver Trust
|
4,158 | $78,461 | |
| 6 | DNP |
Dnp Select Income Fund Inc
|
3,077 | $33,200 | |
| 7 | BLK |
BlackRock, Inc.
|
11 | $10,577 | |
| 8 | HASI |
HA Sustainable Infrastructure Capital, Inc.
|
151 | $5,896 |
No Holdings History
No holdings records found for this institution in IVZ.