Position in IVZ
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$20,678,685
+$14,525,821 QoQ
Shares Held
680,596
+127.0% QoQ
Ownership
0.154%
of shares outstanding
% of Portfolio
6.39%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2023
12 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, 2026SYKON CAPITAL LLC holds $26,304,803 across 5 Asset Management names. IVZ ranks #1 (78.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IVZ |
Invesco Ltd.
This page
|
680,596 | $20,678,685 | |
| 2 | STT |
State Street Corp
|
87,574 | $4,694,842 | |
| 3 | AIO |
Virtus Artificial Intelligence & Technology Opportunities Fund
|
17,606 | $494,200 | |
| 4 | NMZ |
Nuveen Municipal High Income Opportunity Fund
|
30,271 | $319,964 | |
| 5 | NDMO |
Nuveen Dynamic Municipal Opportunities Fund
|
11,250 | $117,112 |
No Holdings History
No holdings records found for this institution in IVZ.