Position in IVZ
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$19,612,488
+$3,649,892 QoQ
Shares Held
221,635
-7.7% QoQ
Ownership
0.050%
of shares outstanding
% of Portfolio
0.79%
of 13F equity value
Holder Rank
—
not a current holder
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, 2026KINGSWOOD WEALTH ADVISORS, LLC holds $55,741,105 across 46 Asset Management names. IVZ ranks #1 (35.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IVZ |
Invesco Ltd.
This page
|
221,635 | $19,612,488 | |
| 2 | STT |
State Street Corp
|
181,317 | $11,515,465 | |
| 3 | BX |
Blackstone Inc.
|
13,698 | $1,611,843 | |
| 4 | BPRE |
Bluerock Private Real Estate Fund
|
116,970 | $1,521,779 | |
| 5 | STEW |
SRH Total Return Fund, Inc.
|
72,775 | $1,302,672 | |
| 6 | OBDC |
Blue Owl Capital Corp
|
119,107 | $1,294,693 | |
| 7 | AB |
Alliancebernstein Holding L.P.
|
35,110 | $1,236,574 | |
| 8 | NBXG |
Neuberger Next Generation Connectivity Fund Inc.
|
66,653 | $1,102,440 |
No Holdings History
No holdings records found for this institution in IVZ.