Position in IVZ
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$1,526,111
+$143,043 QoQ
Shares Held
27,149
-5.1% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
13 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, 2026Formidable Asset Management, LLC holds $41,188,851 across 28 Asset Management names. IVZ ranks #6 (3.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EXG |
Eaton Vance Tax-Managed Global Diversified Equity Income Fund
|
834,092 | $8,182,442 | |
| 2 | GGN |
GAMCO Global Gold, Natural Resources & Income Trust
|
1,370,222 | $6,631,874 | |
| 3 | ECAT |
BlackRock ESG Capital Allocation Term Trust
|
296,032 | $4,653,623 | |
| 4 | HQL |
abrdn Life Sciences Investors
|
165,243 | $3,306,512 | |
| 5 | EVT |
Eaton Vance Tax-Advantaged Dividend Income Fund
|
112,161 | $3,104,616 | |
| 6 | IVZ |
Invesco Ltd.
This page
|
27,149 | $1,526,111 | |
| 7 | ETO |
Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund
|
48,973 | $1,511,796 | |
| 8 | BSTZ |
BlackRock Science & Technology Term Trust
|
47,582 | $1,428,887 |
No Holdings History
No holdings records found for this institution in IVZ.