Position in IVZ
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$3,901,328
+$1,089,443 QoQ
Shares Held
119,975
-12.9% QoQ
Ownership
0.027%
of shares outstanding
% of Portfolio
1.09%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
26 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, 2026WT Wealth Management holds $4,876,052 across 2 Asset Management names. IVZ ranks #1 (80.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IVZ |
Invesco Ltd.
This page
|
119,975 | $3,901,328 | |
| 2 | FDUS |
FIDUS INVESTMENT Corp
|
51,113 | $974,724 |
No Holdings History
No holdings records found for this institution in IVZ.