Position in IVZ
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$96,647
+$20,847 QoQ
Shares Held
319
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
Mar 2020
20 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, 2026Financial Management Professionals, Inc. holds $1,282,097 across 36 Asset Management names. IVZ ranks #2 (7.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
564 | $542,319 | |
| 2 | IVZ |
Invesco Ltd.
This page
|
319 | $96,647 | |
| 3 | NEA |
Nuveen AMT-Free Quality Municipal Income Fund
|
6,344 | $74,478 | |
| 4 | MAIN |
Main Street Capital CORP
|
1,190 | $61,737 | |
| 5 | STT |
State Street Corp
|
895 | $57,491 | |
| 6 | PHYS |
Sprott Physical Gold Trust
|
1,300 | $39,221 | |
| 7 | UTF |
Cohen & Steers Infrastructure Fund Inc
|
1,045 | $28,831 | |
| 8 | EXG |
Eaton Vance Tax-Managed Global Diversified Equity Income Fund
|
2,828 | $27,742 |
No Holdings History
No holdings records found for this institution in IVZ.