Position in IVZ
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$8,586,330
+$3,400,501 QoQ
Shares Held
94,132
+20.1% QoQ
Ownership
0.021%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
11 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, 2026Savvy Advisors, Inc. holds $37,094,051 across 58 Asset Management names. IVZ ranks #1 (23.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IVZ |
Invesco Ltd.
This page
|
94,132 | $8,586,330 | |
| 2 | BLK |
BlackRock, Inc.
|
2,580 | $2,480,824 | |
| 3 | BX |
Blackstone Inc.
|
20,882 | $2,457,184 | |
| 4 | ARCC |
Ares Capital Corp
|
98,491 | $1,825,038 | |
| 5 | STT |
State Street Corp
|
23,959 | $1,478,725 | |
| 6 | GBAB |
Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust
|
83,949 | $1,213,902 | |
| 7 | MAIN |
Main Street Capital CORP
|
22,718 | $1,178,609 | |
| 8 | PSLV |
Sprott Physical Silver Trust
|
57,091 | $1,077,307 |
All Filings in IVZ
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $263,266 | 9,976 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $221,864 | 9,134 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $217,463 | 8,278 | Shares | Sole | 2026-01-20 | |
| No filing history on record for this holder in this stock. | ||||||