Position in IVZ
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$1,491,334
-$28,511 QoQ
Shares Held
107,566
-1.0% QoQ
Ownership
0.024%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in IVZ Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Shulman DeMeo Asset Management LLC holds $16,089,381 across 30 Asset Management names. IVZ ranks #2 (9.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPXX |
Nuveen S&P 500 Dynamic Overwrite Fund
|
151,552 | $2,824,929 | |
| 2 | IVZ |
Invesco Ltd.
This page
|
107,566 | $1,491,334 | |
| 3 | QQQX |
Nuveen NASDAQ 100 Dynamic Overwrite Fund
|
44,170 | $1,331,283 | |
| 4 | APO |
Apollo Global Management, Inc.
|
10,910 | $1,290,762 | |
| 5 | BDJ |
BlackRock Enhanced Equity Dividend Trust
|
129,042 | $1,234,931 | |
| 6 | DNP |
Dnp Select Income Fund Inc
|
91,876 | $991,342 | |
| 7 | STT |
State Street Corp
|
12,741 | $683,045 | |
| 8 | BX |
Blackstone Inc.
|
5,570 | $655,421 |
All Filings in IVZ
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2021-06-30 | $202,372 | 7,571 | Shares | Sole | 2021-07-21 | |
| No filing history on record for this holder in this stock. | ||||||