Position in IVZ
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$74,497
+$15,553 QoQ
Shares Held
290
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
Dec 2020
17 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in IVZ Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Moisand Fitzgerald Tamayo, LLC holds $360,393 across 17 Asset Management names. IVZ ranks #2 (20.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NXP |
Nuveen Select Tax Free Income Portfolio
|
5,914 | $84,629 | |
| 2 | IVZ |
Invesco Ltd.
This page
|
290 | $74,497 | |
| 3 | NBH |
Neuberger Municipal Fund Inc.
|
3,736 | $39,414 | |
| 4 | RJF |
Raymond James Financial Inc
|
258 | $39,223 | |
| 5 | PDI |
PIMCO Dynamic Income Fund
|
1,840 | $30,728 | |
| 6 | STT |
State Street Corp
|
300 | $16,083 | |
| 7 | BLK |
BlackRock, Inc.
|
13 | $12,500 | |
| 8 | PFG |
Principal Financial Group Inc
|
110 | $11,855 |
All Filings in IVZ
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2022-06-30 | $1,129 | 70 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $3,205 | 139 | Shares | Sole | 2022-04-29 | |
| 2020-12-31 | $592 | 34 | Shares | Sole | 2021-02-02 | |
| No filing history on record for this holder in this stock. | ||||||