Position in IVZ
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$12,664,638
+$1,836,066 QoQ
Shares Held
375,891
+6.9% QoQ
Ownership
0.085%
of shares outstanding
% of Portfolio
0.33%
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, 2026WEDBUSH SECURITIES INC holds $139,641,912 across 159 Asset Management names. IVZ ranks #2 (9.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BSTZ |
BlackRock Science & Technology Term Trust
|
763,870 | $22,939,016 | |
| 2 | IVZ |
Invesco Ltd.
This page
|
375,891 | $12,664,638 | |
| 3 | BLK |
BlackRock, Inc.
|
5,256 | $5,053,959 | |
| 4 | BST |
BlackRock Science & Technology Trust
|
92,308 | $4,680,938 | |
| 5 | THQ |
abrdn Healthcare Opportunities Fund
|
187,779 | $3,517,100 | |
| 6 | STT |
State Street Corp
|
59,270 | $3,504,788 | |
| 7 | BX |
Blackstone Inc.
|
25,952 | $3,053,771 | |
| 8 | AOD |
abrdn Total Dynamic Dividend Fund
|
267,408 | $2,756,976 |
No Holdings History
No holdings records found for this institution in IVZ.