Position in IVZ
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$1,231,969
+$286,997 QoQ
Shares Held
27,112
+3.9% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
10 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, 2026SPIREPOINT PRIVATE CLIENT, LLC holds $12,885,861 across 20 Asset Management names. IVZ ranks #4 (9.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
2,799 | $2,691,406 | |
| 2 | PHYS |
Sprott Physical Gold Trust
|
87,370 | $2,635,952 | |
| 3 | PSLV |
Sprott Physical Silver Trust
|
82,060 | $1,548,472 | |
| 4 | IVZ |
Invesco Ltd.
This page
|
27,112 | $1,231,969 | |
| 5 | KKR |
KKR & Co. Inc.
|
7,510 | $689,267 | |
| 6 | RMT |
Royce Micro-Cap Trust, Inc.
|
46,278 | $677,509 | |
| 7 | RVT |
Royce Small-Cap Trust, Inc.
|
29,243 | $540,118 | |
| 8 | BX |
Blackstone Inc.
|
4,562 | $536,810 |
No Holdings History
No holdings records found for this institution in IVZ.