Position in IVZ
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$6,517,250
+$2,654,708 QoQ
Shares Held
72,093
+18.8% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
0.47%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
7 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, 2026Advyzon Investment Management, LLC holds $15,111,033 across 18 Asset Management names. IVZ ranks #1 (43.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IVZ |
Invesco Ltd.
This page
|
72,093 | $6,517,250 | |
| 2 | BLK |
BlackRock, Inc.
|
2,035 | $1,956,774 | |
| 3 | STT |
State Street Corp
|
30,802 | $1,651,294 | |
| 4 | FHI |
Federated Hermes, Inc.
|
12,973 | $716,369 | |
| 5 | APO |
Apollo Global Management, Inc.
|
5,770 | $682,648 | |
| 6 | BX |
Blackstone Inc.
|
4,904 | $577,052 | |
| 7 | PSLV |
Sprott Physical Silver Trust
|
21,017 | $396,590 | |
| 8 | MHD |
Blackrock Muniholdings Fund, Inc.
|
30,000 | $357,000 |
No Holdings History
No holdings records found for this institution in IVZ.