Position in IVZ
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$67,011,064
+$19,054,257 QoQ
Shares Held
453,698
+8.4% QoQ
Ownership
0.103%
of shares outstanding
% of Portfolio
4.41%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
26 quarters on record
Common Shares in IVZ Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026RVW Wealth, LLC holds $68,998,647 across 6 Asset Management names. IVZ ranks #1 (97.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IVZ |
Invesco Ltd.
This page
|
453,698 | $67,011,064 | |
| 2 | JPC |
Nuveen Preferred & Income Opportunities Fund
|
70,922 | $558,865 | |
| 3 | JGH |
Nuveen Global High Income Fund
|
39,379 | $501,294 | |
| 4 | FPF |
First Trust Intermediate Duration Preferred & Income Fund
|
17,849 | $324,316 | |
| 5 | JFR |
Nuveen Floating Rate Income Fund
|
40,349 | $309,476 | |
| 6 | HYI |
Western Asset High Yield Opportunity Fund Inc.
|
27,623 | $293,632 |
No Holdings History
No holdings records found for this institution in IVZ.