Position in IVZ
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$1,762,633
+$497,732 QoQ
Shares Held
28,302
+3.1% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
26 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, 2026SeaCrest Wealth Management, LLC holds $26,607,578 across 61 Asset Management names. IVZ ranks #2 (6.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSLV |
Sprott Physical Silver Trust
|
201,835 | $3,808,626 | |
| 2 | IVZ |
Invesco Ltd.
This page
|
28,302 | $1,762,633 | |
| 3 | PHYS |
Sprott Physical Gold Trust
|
49,691 | $1,499,177 | |
| 4 | STT |
State Street Corp
|
27,520 | $1,475,347 | |
| 5 | AIO |
Virtus Artificial Intelligence & Technology Opportunities Fund
|
30,250 | $849,117 | |
| 6 | AOD |
abrdn Total Dynamic Dividend Fund
|
68,907 | $710,431 | |
| 7 | ECAT |
BlackRock ESG Capital Allocation Term Trust
|
40,000 | $628,800 | |
| 8 | FPF |
First Trust Intermediate Duration Preferred & Income Fund
|
32,979 | $599,228 |
No Holdings History
No holdings records found for this institution in IVZ.