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Equibles

Private Wealth Management Group, LLC

Position in IVZ — Invesco Ltd.

CIK 2011342 PRINCETON, NJ
Back to IVZ Full portfolio

Position in IVZ

as of Jun 30, 2026 · filed Jul 27, 2026
Position Value
$149,376
-$30,181 QoQ
Shares Held
1,058
-31.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
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

Private Wealth Management Group, LLC holds $1,681,643 across 30 Asset Management names. IVZ ranks #6 (8.9% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 ERC
Allspring Multi-Sector Income Fund
 25,260 $232,644
2 FRA
Blackrock Floating Rate Income Strategies Fund, Inc.
 20,670 $227,163
3 BGT
Blackrock Floating Rate Income Trust
 20,770 $221,408
4 FTF
Franklin Ltd Duration Income Trust
 37,980 $219,904
5 VVR
Invesco Senior Income Trust
 72,060 $216,180
6 IVZ
Invesco Ltd.
This page 		1,058 $149,376
7 BLK
BlackRock, Inc.
 133 $127,887
8 BX
Blackstone Inc.
 848 $99,784

All Filings in IVZ

Export CSV
11 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $870 33
2026-03-31 $801 33
2025-12-31 $866 33
2025-09-30 $1,055 46
2025-06-30 $725 46
2025-03-31 $5,233 345
2024-12-31 $7,568 433
2024-09-30 $7,603 433
2024-06-30 $6,387 427
2024-03-31 $4,047 244
2023-12-31 $4,352 244