Position in IVZ
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$4,997,290
+$257,395 QoQ
Shares Held
245,326
+5.6% QoQ
Ownership
0.056%
of shares outstanding
% of Portfolio
2.57%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
21 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, 2026Piedmont Capital Management, LLC holds $5,161,888 across 2 Asset Management names. IVZ ranks #1 (96.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IVZ |
Invesco Ltd.
This page
|
245,326 | $4,997,290 | |
| 2 | GUT |
Gabelli Utility Trust
|
24,977 | $164,598 |
No Holdings History
No holdings records found for this institution in IVZ.