Position in IVZ
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$5,495,451
+$4,099,663 QoQ
Shares Held
19,253
+164.7% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
2.40%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
7 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, 2026Turning Point Benefit Group, Inc. holds $9,584,194 across 2 Asset Management names. IVZ ranks #1 (57.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IVZ |
Invesco Ltd.
This page
|
19,253 | $5,495,451 | |
| 2 | BPRE |
Bluerock Private Real Estate Fund
|
314,277 | $4,088,743 |
No Holdings History
No holdings records found for this institution in IVZ.