Position in IVZ
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$291,760
+$67,922 QoQ
Shares Held
963
+2.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 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, 2026Van Hulzen Asset Management, LLC holds $6,380,099 across 13 Asset Management names. IVZ ranks #5 (4.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NTRS |
Northern Trust Corp
|
16,664 | $2,896,869 | |
| 2 | HLNE |
Hamilton Lane INC
|
11,584 | $913,166 | |
| 3 | NAC |
Nuveen California Quality Municipal Income Fund
|
39,986 | $484,630 | |
| 4 | NKX |
Nuveen California Amt-Free Quality Municipal Income Fund
|
28,372 | $355,501 | |
| 5 | IVZ |
Invesco Ltd.
This page
|
963 | $291,760 | |
| 6 | BX |
Blackstone Inc.
|
2,350 | $276,524 | |
| 7 | MUC |
Blackrock Muniholdings California Quality Fund, Inc.
|
20,532 | $225,646 | |
| 8 | HASI |
HA Sustainable Infrastructure Capital, Inc.
|
5,300 | $206,965 |
No Holdings History
No holdings records found for this institution in IVZ.