Position in IVZ
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$21,523,645
+$7,236,481 QoQ
Shares Held
71,663
+19.2% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
4.40%
of 13F equity value
Holder Rank
#470
of 2,914 holders
Holding Since
Sep 2022
16 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, 2026HIGHLINE WEALTH PARTNERS LLC holds $25,878,995 across 256 Asset Management names. IVZ ranks #1 (83.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IVZ |
Invesco Ltd.
This page
|
71,663 | $21,523,645 | |
| 2 | BLK |
BlackRock, Inc.
|
1,839 | $1,768,308 | |
| 3 | BXSL |
Blackstone Secured Lending Fund
|
24,098 | $571,363 | |
| 4 | STT |
State Street Corp
|
6,554 | $356,694 | |
| 5 | MXF |
Mexico Fund Inc
|
5,748 | $125,708 | |
| 6 | PSLV |
Sprott Physical Silver Trust
|
3,140 | $59,251 | |
| 7 | CSWC |
Capital Southwest Corp
|
2,094 | $49,774 | |
| 8 | AMP |
Ameriprise Financial Inc
|
79 | $36,242 |
All Filings in IVZ
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $26 | 1 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $24 | 1 | Shares | Sole | 2026-04-06 | |
| 2025-03-31 | $1,243 | 82 | Shares | Sole | 2025-04-17 | |
| No filing history on record for this holder in this stock. | ||||||