Position in IVZ
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$23,507,333
+$4,619,303 QoQ
Shares Held
127,830
-4.9% QoQ
Ownership
0.029%
of shares outstanding
% of Portfolio
14.39%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
23 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, 2026Future Financial Wealth Managment LLC holds $32,328,120 across 24 Asset Management names. IVZ ranks #1 (72.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IVZ |
Invesco Ltd.
This page
|
127,830 | $23,507,333 | |
| 2 | RNP |
Cohen & Steers REIT & Preferred & Income Fund Inc
|
46,770 | $949,431 | |
| 3 | UTG |
Reaves Utility Income Fund
|
22,635 | $921,697 | |
| 4 | MCI |
Barings Corporate Investors
|
44,370 | $779,137 | |
| 5 | BST |
BlackRock Science & Technology Trust
|
14,000 | $709,940 | |
| 6 | EMO |
ClearBridge Energy Midstream Opportunity Fund Inc.
|
13,710 | $686,871 | |
| 7 | PHK |
Pimco High Income Fund
|
113,392 | $528,406 | |
| 8 | HTGC |
Hercules Capital, Inc.
|
28,175 | $444,319 |
No Holdings History
No holdings records found for this institution in IVZ.