Position in IVZ
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$5,396,186
+$2,831,959 QoQ
Shares Held
48,697
+12.8% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
2.24%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in IVZ Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026MARSHALL INVESTMENT MANAGEMENT, LLC holds $5,574,575 across 14 Asset Management names. IVZ ranks #1 (96.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IVZ |
Invesco Ltd.
This page
|
48,697 | $5,396,186 | |
| 2 | PTY |
Pimco Corporate & Income Opportunity Fund
|
4,881 | $58,718 | |
| 3 | PHYS |
Sprott Physical Gold Trust
|
1,785 | $53,853 | |
| 4 | BLK |
BlackRock, Inc.
|
29 | $27,885 | |
| 5 | DNP |
Dnp Select Income Fund Inc
|
1,600 | $17,264 | |
| 6 | JRS |
Nuveen Real Estate Income Fund
|
1,090 | $9,188 | |
| 7 | SEIC |
Sei Investments Co
|
33 | $2,894 | |
| 8 | STT |
State Street Corp
|
16 | $2,713 |
No Holdings History
No holdings records found for this institution in IVZ.