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Equibles

Smartleaf Asset Management LLC

Position in IVZ — Invesco Ltd.

CIK 2010393 BOSTON, MA
Back to IVZ Full portfolio

Position in IVZ

as of Jun 30, 2026 · filed Aug 12, 2026
Position Value
$1,987,404
+$369,436 QoQ
Shares Held
47,294
0.0% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.06%
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, 2026

Smartleaf Asset Management LLC holds $14,644,492 across 80 Asset Management names. IVZ ranks #2 (13.6% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 BLK
BlackRock, Inc.
 2,944 $2,830,832
2 IVZ
Invesco Ltd.
This page 		47,294 $1,987,404
3 AMP
Ameriprise Financial Inc
 3,512 $1,611,165
4 BX
Blackstone Inc.
 10,164 $1,195,997
5 NUW
Nuveen AMT-Free Municipal Value Fund
 82,366 $1,184,423
6 STT
State Street Corp
 8,328 $867,739
7 MAIN
Main Street Capital CORP
 13,361 $693,168
8 PFG
Principal Financial Group Inc
 6,246 $673,193

All Filings in IVZ

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11 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $70,777 2,682
2026-03-31 $65,145 2,682
2025-12-31 $28,975 1,103
2025-09-30 $22,320 973
2025-06-30 $5,188 329
2025-03-31 $14,350 946
2024-12-31 $19,053 1,090
2024-09-30 $15,066 858
2024-06-30 $11,040 738
2024-03-31 $10,119 610
2023-12-31 $5,601 314