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Equibles

Ashton Thomas Private Wealth, LLC

Position in IVZ — Invesco Ltd.

CIK 2019663 SCOTTSDALE, AZ
Back to IVZ Full portfolio

Position in IVZ

as of Jun 30, 2026 · filed Jul 29, 2026
Position Value
$21,339,373
+$3,040,061 QoQ
Shares Held
475,453
-3.6% QoQ
Ownership
0.108%
of shares outstanding
% of Portfolio
0.44%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2021
21 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, 2026

Ashton Thomas Private Wealth, LLC holds $58,447,712 across 36 Asset Management names. IVZ ranks #1 (36.5% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 IVZ
Invesco Ltd.
This page 		475,453 $21,339,373
2 STT
State Street Corp
 199,247 $10,822,211
3 BLK
BlackRock, Inc.
 9,789 $9,412,710
4 BX
Blackstone Inc.
 40,721 $4,791,640
5 ARCC
Ares Capital Corp
 84,572 $1,567,119
6 KKR
KKR & Co. Inc.
 11,034 $1,012,700
7 ARES
Ares Management Corp
 8,309 $924,874
8 PHYS
Sprott Physical Gold Trust
 22,357 $674,510

All Filings in IVZ

Export CSV
1 filing row on record
Report Date Value (USD) Shares
2024-06-30 $3,605 241