Position in IVZ
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$35,750
+$8,187 QoQ
Shares Held
118
+1.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
8 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, 2026CKW FINANCIAL GROUP holds $111,114 across 8 Asset Management names. IVZ ranks #2 (32.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DSU |
Blackrock Debt Strategies Fund, Inc.
|
7,748 | $75,155 | |
| 2 | IVZ |
Invesco Ltd.
This page
|
118 | $35,750 | |
| 3 | GNT |
GAMCO Natural Resources, Gold & Income Trust
|
25 | $203 | |
| 4 | BLK |
BlackRock, Inc.
|
2 | $2 | |
| 5 | AMG |
Affiliated Managers Group, Inc.
|
4 | $1 | |
| 6 | KKR |
KKR & Co. Inc.
|
9 | $1 | |
| 7 | STT |
State Street Corp
|
5 | $1 | |
| 8 | NTRS |
Northern Trust Corp
|
4 | $1 |
No Holdings History
No holdings records found for this institution in IVZ.