Position in IVZ
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$887,831
+$309,849 QoQ
Shares Held
4,118
+9.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
17 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, 2026Certified Advisory Corp holds $4,240,385 across 7 Asset Management names. IVZ ranks #2 (20.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | STT |
State Street Corp
|
21,579 | $1,156,850 | |
| 2 | IVZ |
Invesco Ltd.
This page
|
4,118 | $887,831 | |
| 3 | UTF |
Cohen & Steers Infrastructure Fund Inc
|
26,013 | $717,698 | |
| 4 | UTG |
Reaves Utility Income Fund
|
16,070 | $654,370 | |
| 5 | PDI |
PIMCO Dynamic Income Fund
|
31,029 | $518,184 | |
| 6 | ETW |
Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund
|
22,154 | $213,564 | |
| 7 | JPC |
Nuveen Preferred & Income Opportunities Fund
|
11,661 | $91,888 |
No Holdings History
No holdings records found for this institution in IVZ.