Position in IVZ
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$404,457
-$176,429 QoQ
Shares Held
12,102
-45.4% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
7 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, 2026Greykasell Wealth Strategies, Inc. holds $1,427,338 across 17 Asset Management names. IVZ ranks #2 (28.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
772 | $742,324 | |
| 2 | IVZ |
Invesco Ltd.
This page
|
12,102 | $404,457 | |
| 3 | ARCC |
Ares Capital Corp
|
1,925 | $35,670 | |
| 4 | SLRC |
SLR Investment Corp.
|
2,860 | $35,378 | |
| 5 | APO |
Apollo Global Management, Inc.
|
290 | $34,309 | |
| 6 | KKR |
KKR & Co. Inc.
|
360 | $33,040 | |
| 7 | BX |
Blackstone Inc.
|
269 | $31,653 | |
| 8 | FRA |
Blackrock Floating Rate Income Strategies Fund, Inc.
|
2,351 | $25,837 |
No Holdings History
No holdings records found for this institution in IVZ.