Position in IVZ
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$750,059
+$77,100 QoQ
Shares Held
13,060
+0.7% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
26 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, 2026Financial Perspectives, Inc holds $2,290,645 across 14 Asset Management names. IVZ ranks #1 (32.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IVZ |
Invesco Ltd.
This page
|
13,060 | $750,059 | |
| 2 | BN |
BROOKFIELD Corp /ON/
|
14,014 | $596,856 | |
| 3 | BLK |
BlackRock, Inc.
|
312 | $300,006 | |
| 4 | AMP |
Ameriprise Financial Inc
|
338 | $155,060 | |
| 5 | STT |
State Street Corp
|
2,268 | $121,587 | |
| 6 | KKR |
KKR & Co. Inc.
|
1,120 | $102,793 | |
| 7 | BAM |
Brookfield Asset Management Ltd.
|
1,544 | $69,248 | |
| 8 | BX |
Blackstone Inc.
|
560 | $65,895 |
No Holdings History
No holdings records found for this institution in IVZ.