Position in IVZ
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$4,571,498
+$2,268,478 QoQ
Shares Held
24,924
+28.3% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
2 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, 2026Spartan Wealth Advisory Services LLC holds $10,305,656 across 8 Asset Management names. IVZ ranks #1 (44.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IVZ |
Invesco Ltd.
This page
|
24,924 | $4,571,498 | |
| 2 | AMP |
Ameriprise Financial Inc
|
4,488 | $2,058,914 | |
| 3 | STT |
State Street Corp
|
24,234 | $1,299,184 | |
| 4 | BX |
Blackstone Inc.
|
5,888 | $692,840 | |
| 5 | ETV |
Eaton Vance Tax-Managed Buy-Write Opportunities Fund
|
41,625 | $619,380 | |
| 6 | BCSF |
Bain Capital Specialty Finance, Inc.
|
44,250 | $554,010 | |
| 7 | ASST |
Strive, Inc.
|
26,900 | $293,479 | |
| 8 | BLK |
BlackRock, Inc.
|
225 | $216,351 |
No Holdings History
No holdings records found for this institution in IVZ.