Position in IVZ
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$537,734
+$13,010 QoQ
Shares Held
10,577
0.0% QoQ
Ownership
0.002%
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, 2026Apollon Financial, LLC holds $11,641,493 across 7 Asset Management names. IVZ ranks #3 (4.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | STT |
State Street Corp
|
146,127 | $7,833,868 | |
| 2 | SDHY |
PGIM Short Duration High Yield Opportunities Fund
|
113,628 | $1,862,362 | |
| 3 | IVZ |
Invesco Ltd.
This page
|
10,577 | $537,734 | |
| 4 | PHYS |
Sprott Physical Gold Trust
|
16,963 | $511,773 | |
| 5 | PSLV |
Sprott Physical Silver Trust
|
23,633 | $445,954 | |
| 6 | BLK |
BlackRock, Inc.
|
289 | $277,890 | |
| 7 | NMI |
Nuveen Municipal Income Fund Inc
|
15,600 | $171,912 |
No Holdings History
No holdings records found for this institution in IVZ.