Position in IVZ
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$1,903,376
+$413,773 QoQ
Shares Held
89,138
+9.0% QoQ
Ownership
0.020%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
26 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, 2026B. Riley Wealth Advisors, Inc. holds $56,074,754 across 81 Asset Management names. IVZ ranks #7 (3.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | STEW |
SRH Total Return Fund, Inc.
|
405,048 | $7,250,359 | |
| 2 | BX |
Blackstone Inc.
|
55,522 | $6,533,273 | |
| 3 | BPRE |
Bluerock Private Real Estate Fund
|
454,953 | $5,918,938 | |
| 4 | STT |
State Street Corp
|
53,678 | $2,877,677 | |
| 5 | AB |
Alliancebernstein Holding L.P.
|
75,577 | $2,661,821 | |
| 6 | GLAD |
Gladstone Capital Corp
|
135,581 | $2,632,983 | |
| 7 | IVZ |
Invesco Ltd.
This page
|
89,138 | $1,903,376 | |
| 8 | RA |
Brookfield Real Assets Income Fund Inc.
|
133,545 | $1,720,059 |
No Holdings History
No holdings records found for this institution in IVZ.