Position in IVZ
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$1,061,909
+$327,664 QoQ
Shares Held
3,505
+13.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.46%
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, 2026AGP FRANKLIN, LLC holds $1,391,869 across 2 Asset Management names. IVZ ranks #1 (76.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IVZ |
Invesco Ltd.
This page
|
3,505 | $1,061,909 | |
| 2 | CII |
BlackRock Enhanced Large Cap Core Fund, Inc.
|
12,618 | $329,960 |
No Holdings History
No holdings records found for this institution in IVZ.