Position in IVZ
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$14,516,930
+$4,775,936 QoQ
Shares Held
52,157
+27.2% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
3.92%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2021
22 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, 2026Congress Park Capital LLC holds $104,457,246 across 12 Asset Management names. IVZ ranks #2 (13.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JFR |
Nuveen Floating Rate Income Fund
|
3,477,794 | $26,674,679 | |
| 2 | IVZ |
Invesco Ltd.
This page
|
52,157 | $14,516,930 | |
| 3 | NCV |
Virtus Convertible & Income Fund
|
813,039 | $14,301,356 | |
| 4 | NEA |
Nuveen AMT-Free Quality Municipal Income Fund
|
850,000 | $9,979,000 | |
| 5 | NCZ |
Virtus Convertible & Income Fund II
|
542,943 | $8,632,793 | |
| 6 | NVG |
Nuveen AMT-Free Municipal Credit Income Fund
|
598,000 | $7,654,400 | |
| 7 | NAD |
Nuveen Quality Municipal Income Fund
|
618,500 | $7,496,220 | |
| 8 | NZF |
Nuveen Municipal Credit Income Fund
|
437,500 | $5,547,500 |
No Holdings History
No holdings records found for this institution in IVZ.