Position in IVZ
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$1,450,505
+$635,461 QoQ
Shares Held
12,641
+8.3% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
7 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, 2026Huntleigh Advisors, Inc. holds $21,854,103 across 19 Asset Management names. IVZ ranks #5 (6.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
7,039 | $6,768,420 | |
| 2 | VCTR |
Victory Capital Holdings, Inc.
|
48,483 | $4,075,480 | |
| 3 | ARDC |
Ares Dynamic Credit Allocation Fund, Inc.
|
175,097 | $2,211,475 | |
| 4 | QQQX |
Nuveen NASDAQ 100 Dynamic Overwrite Fund
|
62,716 | $1,890,260 | |
| 5 | IVZ |
Invesco Ltd.
This page
|
12,641 | $1,450,505 | |
| 6 | FSK |
FS KKR Capital Corp
|
110,284 | $1,157,982 | |
| 7 | BX |
Blackstone Inc.
|
9,078 | $1,068,208 | |
| 8 | FSSL |
FS Specialty Lending Fund
|
64,207 | $715,908 |
No Holdings History
No holdings records found for this institution in IVZ.