Position in IVZ
as of Mar 31, 2026
· filed Apr 16, 2026
Position Value
$270,250
New position
Shares Held
11,126
first reported quarter
Ownership
0.003%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 11.69333093654503.ToString("F0")%
Shared 0.ToString("F0")%
None 88.30666906345496.ToString("F0")%
Position in Asset Management
Financial Services · as of Mar 31, 2026QTR Family Wealth, LLC holds $6,685,810 across 12 Asset Management names. IVZ ranks #6 (4.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BXSL |
Blackstone Secured Lending Fund
|
120,082 | $2,844,742 | |
| 2 | BLK |
BlackRock, Inc.
|
1,127 | $1,083,847 | |
| 3 | BX |
Blackstone Inc.
|
5,439 | $625,430 | |
| 4 | CSQ |
Calamos Strategic Total Return Fund
|
32,371 | $554,191 | |
| 5 | NCDL |
Nuveen Churchill Direct Lending Corp.
|
25,324 | $322,121 | |
| 6 | IVZ |
Invesco Ltd.
This page
|
11,126 | $270,250 | |
| 7 | NTRS |
Northern Trust Corp
|
1,813 | $253,040 | |
| 8 | AMP |
Ameriprise Financial Inc
|
563 | $250,197 |
All Filings in IVZ
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $270,250 | 11,126 | Shares | Sole | 2026-04-16 | |
| No filing history on record for this holder in this stock. | ||||||