Position in IVZ
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$6,023,034
+$5,518,380 QoQ
Shares Held
246,189
+1805.3% QoQ
Ownership
0.056%
of shares outstanding
% of Portfolio
2.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in IVZ Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Mosley Wealth Management holds $7,890,602 across 18 Asset Management names. IVZ ranks #1 (76.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IVZ |
Invesco Ltd.
This page
|
246,189 | $6,023,034 | |
| 2 | STT |
State Street Corp
|
31,071 | $1,667,919 | |
| 3 | APO |
Apollo Global Management, Inc.
|
536 | $63,414 | |
| 4 | BX |
Blackstone Inc.
|
535 | $62,953 | |
| 5 | ETG |
Eaton Vance Tax-Advantaged Global Dividend Income Fund
|
1,278 | $30,084 | |
| 6 | FPF |
First Trust Intermediate Duration Preferred & Income Fund
|
784 | $14,245 | |
| 7 | MUC |
Blackrock Muniholdings California Quality Fund, Inc.
|
946 | $10,396 | |
| 8 | DXYZ |
Destiny Tech100 Inc.
|
309 | $7,959 |
No Holdings History
No holdings records found for this institution in IVZ.