Position in IVZ
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$34,625,620
-$54,383,996 QoQ
Shares Held
973,738
-76.7% QoQ
Ownership
0.221%
of shares outstanding
% of Portfolio
0.56%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
9 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, 2026DIVERSIFY WEALTH MANAGEMENT, LLC holds $74,973,506 across 38 Asset Management names. IVZ ranks #1 (46.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IVZ |
Invesco Ltd.
This page
|
973,738 | $34,625,620 | |
| 2 | BX |
Blackstone Inc.
|
63,689 | $7,494,284 | |
| 3 | OWL |
Blue Owl Capital Inc.
|
540,535 | $4,729,681 | |
| 4 | STT |
State Street Corp
|
47,805 | $3,543,636 | |
| 5 | BLK |
BlackRock, Inc.
|
5,422 | $2,271,608 | |
| 6 | OTF |
Blue Owl Technology Finance Corp.
|
217,264 | $2,248,682 | |
| 7 | FSK |
FS KKR Capital Corp
|
201,020 | $2,110,710 | |
| 8 | BXSL |
Blackstone Secured Lending Fund
|
68,394 | $1,621,621 |
No Holdings History
No holdings records found for this institution in IVZ.