Position in IVZ
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$896,314
+$161,107 QoQ
Shares Held
22,288
+5.0% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.37%
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, 2026AMERIFLEX GROUP, INC. holds $7,413,621 across 70 Asset Management names. IVZ ranks #1 (12.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IVZ |
Invesco Ltd.
This page
|
22,288 | $896,314 | |
| 2 | STT |
State Street Corp
|
12,691 | $706,577 | |
| 3 | PDI |
PIMCO Dynamic Income Fund
|
33,712 | $562,990 | |
| 4 | MAIN |
Main Street Capital CORP
|
7,695 | $399,216 | |
| 5 | BX |
Blackstone Inc.
|
3,304 | $388,781 | |
| 6 | OBDC |
Blue Owl Capital Corp
|
30,792 | $334,709 | |
| 7 | BPRE |
Bluerock Private Real Estate Fund
|
25,660 | $333,836 | |
| 8 | AIO |
Virtus Artificial Intelligence & Technology Opportunities Fund
|
10,800 | $303,156 |
No Holdings History
No holdings records found for this institution in IVZ.