Position in IVZ
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$500,612
New position
Shares Held
3,099
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Asset Management
Financial Services · as of Jun 30, 2026CFO4Life Group, LLC holds $9,233,563 across 16 Asset Management names. IVZ ranks #6 (5.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
2,724 | $2,619,289 | |
| 2 | BXSL |
Blackstone Secured Lending Fund
|
56,186 | $1,332,170 | |
| 3 | NTRS |
Northern Trust Corp
|
5,803 | $1,008,793 | |
| 4 | CII |
BlackRock Enhanced Large Cap Core Fund, Inc.
|
35,525 | $928,978 | |
| 5 | ETB |
Eaton Vance Tax-Managed Buy-Write Income Fund
|
47,086 | $731,716 | |
| 6 | IVZ |
Invesco Ltd.
This page
|
3,099 | $500,612 | |
| 7 | BCSF |
Bain Capital Specialty Finance, Inc.
|
28,226 | $353,389 | |
| 8 | PHYS |
Sprott Physical Gold Trust
|
9,494 | $286,433 |
No Holdings History
No holdings records found for this institution in IVZ.