Position in IVZ
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$4,704,327
-$413,844 QoQ
Shares Held
90,989
-4.9% QoQ
Ownership
0.021%
of shares outstanding
% of Portfolio
1.55%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 76%
Shared 23%
None 1%
Common Shares in IVZ Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Lynx Investment Advisory holds $8,712,209 across 6 Asset Management names. IVZ ranks #1 (54.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IVZ |
Invesco Ltd.
This page
|
90,989 | $4,704,327 | |
| 2 | EOI |
Eaton Vance Enhanced Equity Income Fund
|
55,505 | $1,091,228 | |
| 3 | EOS |
Eaton Vance Enhanced Equity Income Fund II
|
45,996 | $1,013,751 | |
| 4 | STT |
State Street Corp
|
17,831 | $955,918 | |
| 5 | TROW |
Price T Rowe Group Inc
|
5,227 | $594,257 | |
| 6 | BEN |
Franklin Templeton Inc
|
10,602 | $352,728 |
All Filings in IVZ
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2024-06-30 | $6,432 | 430 | Shares | Sole | 2024-07-09 | |
| No filing history on record for this holder in this stock. | ||||||