Position in IVZ
as of Mar 31, 2026
· filed Apr 17, 2026
Position Value
$395,951
New position
Shares Held
16,301
first reported quarter
Ownership
0.004%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Asset Management
Financial Services · as of Mar 31, 2026WealthBridge Capital Management, LLC holds $11,625,161 across 19 Asset Management names. IVZ ranks #5 (3.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BTT |
BlackRock Municipal 2030 Target Term Trust
|
195,915 | $4,447,270 | |
| 2 | VBF |
Invesco Bond Fund
|
131,052 | $1,965,780 | |
| 3 | PSF |
Cohen & Steers Select Preferred & Income Fund, Inc.
|
27,269 | $528,745 | |
| 4 | CEF |
Sprott Physical Gold & Silver Trust
|
10,358 | $494,283 | |
| 5 | IVZ |
Invesco Ltd.
This page
|
16,301 | $395,951 | |
| 6 | BLK |
BlackRock, Inc.
|
407 | $391,415 | |
| 7 | PHYS |
Sprott Physical Gold Trust
|
10,169 | $360,389 | |
| 8 | RNP |
Cohen & Steers REIT & Preferred & Income Fund Inc
|
16,950 | $334,932 |
All Filings in IVZ
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $395,951 | 16,301 | Shares | Sole | 2026-04-17 | |
| No filing history on record for this holder in this stock. | ||||||