Position in IVZ
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$937,280
+$39,136 QoQ
Shares Held
86,465
+4.7% QoQ
Ownership
0.020%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in IVZ Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Pines Wealth Management, LLC holds $2,929,559 across 6 Asset Management names. IVZ ranks #1 (32.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IVZ |
Invesco Ltd.
This page
|
86,465 | $937,280 | |
| 2 | STT |
State Street Corp
|
14,670 | $786,458 | |
| 3 | FFC |
Flaherty & Crumrine PREFERRED & INCOME SECURITIES FUND INC
|
21,274 | $346,340 | |
| 4 | GUT |
Gabelli Utility Trust
|
50,000 | $329,500 | |
| 5 | BX |
Blackstone Inc.
|
2,547 | $299,705 | |
| 6 | KKR |
KKR & Co. Inc.
|
2,509 | $230,276 |
No Holdings History
No holdings records found for this institution in IVZ.