Position in IVZ
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$23,584
+$7,216 QoQ
Shares Held
146
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
8 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, 2026Westend Capital Management, LLC holds $668,025 across 10 Asset Management names. IVZ ranks #4 (3.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETV |
Eaton Vance Tax-Managed Buy-Write Opportunities Fund
|
18,773 | $279,342 | |
| 2 | AMP |
Ameriprise Financial Inc
|
386 | $177,081 | |
| 3 | ARCC |
Ares Capital Corp
|
8,165 | $151,297 | |
| 4 | IVZ |
Invesco Ltd.
This page
|
146 | $23,584 | |
| 5 | DLY |
DoubleLine Yield Opportunities Fund
|
953 | $13,408 | |
| 6 | BLK |
BlackRock, Inc.
|
13 | $12,500 | |
| 7 | SLRC |
SLR Investment Corp.
|
634 | $7,842 | |
| 8 | BXSL |
Blackstone Secured Lending Fund
|
76 | $1,801 |
No Holdings History
No holdings records found for this institution in IVZ.