Position in IVZ
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$5,108,414
New position
Shares Held
54,941
first reported quarter
Ownership
0.012%
of shares outstanding
% of Portfolio
2.80%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2026
1 quarter on record
Position in Asset Management
Financial Services · as of Jun 30, 2026XP Advisory US, Inc. holds $5,482,894 across 5 Asset Management names. IVZ ranks #1 (93.2% of the industry book) .
No Holdings History
No holdings records found for this institution in IVZ.