Position in IVZ
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$24,623,038
+$6,946,995 QoQ
Shares Held
241,873
+19.8% QoQ
Ownership
0.055%
of shares outstanding
% of Portfolio
1.59%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 83%
Shared 0%
None 17%
Common Shares in IVZ Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Clear Creek Financial Management, LLC holds $36,653,906 across 26 Asset Management names. IVZ ranks #1 (67.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IVZ |
Invesco Ltd.
This page
|
241,873 | $24,623,038 | |
| 2 | ARCC |
Ares Capital Corp
|
199,404 | $3,694,956 | |
| 3 | EVV |
Eaton Vance Ltd Duration Income Fund
|
139,244 | $1,304,716 | |
| 4 | STEW |
SRH Total Return Fund, Inc.
|
38,600 | $690,940 | |
| 5 | BX |
Blackstone Inc.
|
5,321 | $626,122 | |
| 6 | BLK |
BlackRock, Inc.
|
591 | $568,281 | |
| 7 | DNP |
Dnp Select Income Fund Inc
|
51,624 | $557,022 | |
| 8 | USA |
Liberty All Star Equity Fund
|
93,252 | $541,794 |
No Holdings History
No holdings records found for this institution in IVZ.