Position in IVZ
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$1,318,552
+$221,555 QoQ
Shares Held
11,593
+0.9% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
7 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, 2026Bridgewealth Advisory Group, LLC holds $3,175,788 across 7 Asset Management names. IVZ ranks #1 (41.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IVZ |
Invesco Ltd.
This page
|
11,593 | $1,318,552 | |
| 2 | NKX |
Nuveen California Amt-Free Quality Municipal Income Fund
|
53,261 | $667,360 | |
| 3 | NAC |
Nuveen California Quality Municipal Income Fund
|
36,555 | $443,046 | |
| 4 | PFD |
Flaherty & Crumrine Preferred & Income Fund Inc
|
25,590 | $297,611 | |
| 5 | ARCC |
Ares Capital Corp
|
11,530 | $213,650 | |
| 6 | IAF |
Abrdn Australia Equity Fund, Inc.
|
11,745 | $145,403 | |
| 7 | FT |
Franklin Universal Trust
|
11,173 | $90,166 |
No Holdings History
No holdings records found for this institution in IVZ.