Position in IVZ
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$67,851,260
+$14,432,793 QoQ
Shares Held
786,139
+0.5% QoQ
Ownership
0.178%
of shares outstanding
% of Portfolio
2.11%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 75%
Shared 0%
None 25%
Common Shares in IVZ Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Meridian Wealth Management, LLC holds $99,113,885 across 27 Asset Management names. IVZ ranks #1 (68.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IVZ |
Invesco Ltd.
This page
|
786,139 | $67,851,260 | |
| 2 | MAIN |
Main Street Capital CORP
|
108,809 | $5,645,010 | |
| 3 | KYN |
Kayne Anderson Energy Infrastructure Fund, Inc.
|
373,362 | $5,163,596 | |
| 4 | ARCC |
Ares Capital Corp
|
253,713 | $4,701,301 | |
| 5 | ARES |
Ares Management Corp
|
31,354 | $3,490,013 | |
| 6 | STT |
State Street Corp
|
49,170 | $2,636,003 | |
| 7 | ETV |
Eaton Vance Tax-Managed Buy-Write Opportunities Fund
|
127,068 | $1,890,771 | |
| 8 | EVT |
Eaton Vance Tax-Advantaged Dividend Income Fund
|
46,138 | $1,277,099 |
No Holdings History
No holdings records found for this institution in IVZ.