Position in IVZ
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$12,988,232
+$1,238,858 QoQ
Shares Held
80,811
-23.1% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
1.56%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2022
9 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in IVZ Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Physician Wealth Advisors, Inc. holds $14,797,290 across 59 Asset Management names. IVZ ranks #1 (87.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IVZ |
Invesco Ltd.
This page
|
80,811 | $12,988,232 | |
| 2 | BLK |
BlackRock, Inc.
|
350 | $336,546 | |
| 3 | JPC |
Nuveen Preferred & Income Opportunities Fund
|
29,367 | $231,411 | |
| 4 | PSF |
Cohen & Steers Select Preferred & Income Fund, Inc.
|
11,140 | $224,248 | |
| 5 | PCM |
Pcm Fund, Inc.
|
27,330 | $152,501 | |
| 6 | BX |
Blackstone Inc.
|
1,127 | $132,614 | |
| 7 | BTZ |
Blackrock Credit Allocation Income Trust
|
10,000 | $102,200 | |
| 8 | ARCC |
Ares Capital Corp
|
4,190 | $77,640 |
All Filings in IVZ
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,245 | 123 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $2,186 | 90 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $2,364 | 90 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $1,192 | 52 | Shares | Sole | 2025-11-04 | |
| No filing history on record for this holder in this stock. | ||||||