Position in IVZ
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$267,186
+$230,465 QoQ
Shares Held
20,516
+11897.7% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 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, 2026Founders Capital Management holds $744,436 across 16 Asset Management names. IVZ ranks #1 (35.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IVZ |
Invesco Ltd.
This page
|
20,516 | $267,186 | |
| 2 | STT |
State Street Corp
|
1,337 | $71,676 | |
| 3 | NAD |
Nuveen Quality Municipal Income Fund
|
5,900 | $71,508 | |
| 4 | NEA |
Nuveen AMT-Free Quality Municipal Income Fund
|
5,500 | $64,570 | |
| 5 | VPV |
Invesco Pennsylvania Value Municipal Income Trust
|
5,000 | $56,600 | |
| 6 | PAI |
Western Asset Investment Grade Income Fund Inc.
|
3,140 | $38,056 | |
| 7 | BGR |
BlackRock Energy & Resources Trust
|
2,000 | $29,640 | |
| 8 | MMT |
Aberdeen Multi-Market Income Fund
|
6,270 | $27,588 |
No Holdings History
No holdings records found for this institution in IVZ.