Position in IVZ
as of Jun 30, 2026
· filed Oct 8, 2026
Position Value
$2,259,530
New position
Shares Held
38,200
first reported quarter
Ownership
0.009%
of shares outstanding
% of Portfolio
0.36%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Asset Management
Financial Services · as of Jun 30, 2026Deeter Investments LLP holds $4,047,873 across 2 Asset Management names. IVZ ranks #1 (55.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IVZ |
Invesco Ltd.
This page
|
38,200 | $2,259,530 | |
| 2 | KYN |
Kayne Anderson Energy Infrastructure Fund, Inc.
|
129,309 | $1,788,343 |
No Holdings History
No holdings records found for this institution in IVZ.