Position in IVZ
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$11,404,574
+$3,772,422 QoQ
Shares Held
70,262
+4.0% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
2.26%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 91%
Shared 0%
None 9%
Common Shares in IVZ Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026JPL Wealth Management, LLC holds $15,176,630 across 41 Asset Management names. IVZ ranks #1 (75.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IVZ |
Invesco Ltd.
This page
|
70,262 | $11,404,574 | |
| 2 | ARES |
Ares Management Corp
|
29,403 | $3,272,847 | |
| 3 | BLK |
BlackRock, Inc.
|
89 | $85,577 | |
| 4 | NTRS |
Northern Trust Corp
|
330 | $57,367 | |
| 5 | AMP |
Ameriprise Financial Inc
|
88 | $40,370 | |
| 6 | STT |
State Street Corp
|
233 | $39,516 | |
| 7 | KKR |
KKR & Co. Inc.
|
423 | $38,822 | |
| 8 | ADX |
Adams Diversified Equity Fund, Inc.
|
1,472 | $37,609 |
All Filings in IVZ
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $686 | 26 | Shares | Sole | 2026-08-14 | |
| No filing history on record for this holder in this stock. | ||||||