Position in IVZ
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$132,609
+$32,463 QoQ
Shares Held
5,025
+21.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#494
of 667 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 95%
Shared 0%
None 5%
Common Shares in IVZ Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Wealth Enhancement Trust Services, Inc. holds $1,606,252 across 26 Asset Management names. IVZ ranks #3 (8.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
568 | $546,166 | |
| 2 | STT |
State Street Corp
|
1,981 | $335,977 | |
| 3 | IVZ |
Invesco Ltd.
This page
|
5,025 | $132,609 | |
| 4 | TRIN |
Trinity Capital Inc.
|
7,027 | $125,713 | |
| 5 | AMP |
Ameriprise Financial Inc
|
197 | $90,375 | |
| 6 | NTRS |
Northern Trust Corp
|
485 | $84,312 | |
| 7 | ARCC |
Ares Capital Corp
|
4,524 | $83,829 | |
| 8 | TROW |
Price T Rowe Group Inc
|
612 | $69,577 |
All Filings in IVZ
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $132,609 | 5,025 | Shares | Defined | 2026-07-22 | |
| 2026-03-31 | $100,146 | 4,123 | Shares | Defined | 2026-04-08 | |
| 2025-12-31 | $105,841 | 4,029 | Shares | Defined | 2026-01-27 | |
| No filing history on record for this holder in this stock. | ||||||