Position in IVZ
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$2,579,736
+$2,144,515 QoQ
Shares Held
54,415
+36.0% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
2.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2020
21 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, 2026Ramiah Investment Group holds $5,823,434 across 11 Asset Management names. IVZ ranks #1 (44.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IVZ |
Invesco Ltd.
This page
|
54,415 | $2,579,736 | |
| 2 | DSL |
DoubleLine Income Solutions Fund
|
57,562 | $636,635 | |
| 3 | PDI |
PIMCO Dynamic Income Fund
|
33,320 | $556,444 | |
| 4 | BKT |
Blackrock Income Trust, Inc.
|
41,602 | $445,973 | |
| 5 | HYT |
Blackrock Corporate High Yield Fund, Inc.
|
50,911 | $435,798 | |
| 6 | BIT |
BlackRock Multi-Sector Income Trust
|
34,588 | $433,041 | |
| 7 | BHK |
Blackrock Core Bond Trust
|
25,963 | $238,080 | |
| 8 | MUA |
Blackrock Muniassets Fund, Inc.
|
11,435 | $125,899 |
All Filings in IVZ
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2021-03-31 | $1,842,573 | 73,060 | Shares | Sole | 2026-05-29 | |
| No filing history on record for this holder in this stock. | ||||||