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Equibles

INDEPENDENT FINANCIAL GROUP, LLC

Position in IVZ — Invesco Ltd.

CIK 275484 SAN DIEGO, CA
Back to IVZ Full portfolio

Position in IVZ

as of Jun 30, 2026 · filed Jul 15, 2026
Position Value
$59,090,499
+$15,052,262 QoQ
Shares Held
920,052
+7.2% QoQ
Ownership
0.208%
of shares outstanding
% of Portfolio
1.11%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
26 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, 2026

INDEPENDENT FINANCIAL GROUP, LLC holds $219,406,281 across 100 Asset Management names. IVZ ranks #1 (26.9% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 IVZ
Invesco Ltd.
This page 		920,052 $59,090,499
2 BPRE
Bluerock Private Real Estate Fund
 1,254,525 $16,321,370
3 PDI
PIMCO Dynamic Income Fund
 717,418 $11,980,880
4 ARCC
Ares Capital Corp
 460,273 $8,528,858
5 FSK
FS KKR Capital Corp
 760,481 $7,985,050
6 BLK
BlackRock, Inc.
 65,776 $7,371,753
7 STT
State Street Corp
 132,816 $7,120,265
8 PSEC
Prospect Capital Corp
 2,485,356 $5,741,172

All Filings in IVZ

Export CSV
10 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $310,135 11,752
2026-03-31 $287,885 11,852
2025-12-31 $311,352 11,852
2025-09-30 $358,070 15,609
2025-06-30 $471,664 29,909
2025-03-31 $283,284 18,674
2021-09-30 $502,018 20,822
2021-06-30 $528,532 19,773
2021-03-31 $461,626 18,304
2020-03-31 $340,763 37,529