Position in IVZ
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$17,312,454
+$4,781,089 QoQ
Shares Held
76,174
+44.4% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
5.09%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
4 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, 2026ODonnell Financial Services, LLC holds $17,558,308 across 2 Asset Management names. IVZ ranks #1 (98.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IVZ |
Invesco Ltd.
This page
|
76,174 | $17,312,454 | |
| 2 | NAC |
Nuveen California Quality Municipal Income Fund
|
20,285 | $245,854 |
No Holdings History
No holdings records found for this institution in IVZ.