Position in IVZ
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$14,748,120
+$9,748,590 QoQ
Shares Held
220,793
+170.5% QoQ
Ownership
0.050%
of shares outstanding
% of Portfolio
0.79%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
26 quarters on record
Common Shares in IVZ Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Koshinski Asset Management, Inc. holds $44,143,245 across 40 Asset Management names. IVZ ranks #1 (33.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IVZ |
Invesco Ltd.
This page
|
220,793 | $14,748,120 | |
| 2 | AVK |
Advent Convertible & Income Fund
|
481,591 | $6,308,842 | |
| 3 | FT |
Franklin Universal Trust
|
325,960 | $2,630,497 | |
| 4 | NUV |
Nuveen Municipal Value Fund Inc
|
209,025 | $1,927,210 | |
| 5 | STT |
State Street Corp
|
25,154 | $1,741,479 | |
| 6 | ADX |
Adams Diversified Equity Fund, Inc.
|
61,909 | $1,581,774 | |
| 7 | DNP |
Dnp Select Income Fund Inc
|
100,665 | $1,086,175 | |
| 8 | RNP |
Cohen & Steers REIT & Preferred & Income Fund Inc
|
51,093 | $1,037,187 |
No Holdings History
No holdings records found for this institution in IVZ.