Position in IVZ
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$1,691,861
+$379,941 QoQ
Shares Held
31,347
+4.1% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in IVZ Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026LAUREL OAK WEALTH MANAGEMENT, LLC holds $8,540,851 across 12 Asset Management names. IVZ ranks #1 (19.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IVZ |
Invesco Ltd.
This page
|
31,347 | $1,691,861 | |
| 2 | AMP |
Ameriprise Financial Inc
|
3,474 | $1,593,732 | |
| 3 | STK |
Columbia Seligman Premium Technology Growth Fund, Inc.
|
20,877 | $1,124,643 | |
| 4 | OTF |
Blue Owl Technology Finance Corp.
|
84,723 | $876,883 | |
| 5 | FSK |
FS KKR Capital Corp
|
52,010 | $546,105 | |
| 6 | OBDC |
Blue Owl Capital Corp
|
45,893 | $498,856 | |
| 7 | BX |
Blackstone Inc.
|
4,141 | $487,271 | |
| 8 | KKR |
KKR & Co. Inc.
|
5,075 | $465,783 |
No Holdings History
No holdings records found for this institution in IVZ.