Position in IVZ
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$948,290
+$236,038 QoQ
Shares Held
8,701
-1.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.60%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Common Shares in IVZ Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Aurora Private Wealth, Inc. holds $6,937,158 across 12 Asset Management names. IVZ ranks #2 (13.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FTHY |
First Trust High Yield Opportunities 2027 Term Fund
|
188,553 | $2,583,176 | |
| 2 | IVZ |
Invesco Ltd.
This page
|
8,701 | $948,290 | |
| 3 | FFA |
First Trust Enhanced Equity Income Fund
|
25,128 | $561,862 | |
| 4 | BST |
BlackRock Science & Technology Trust
|
10,093 | $511,816 | |
| 5 | STT |
State Street Corp
|
8,010 | $429,416 | |
| 6 | GDV |
Gabelli Dividend & Income Trust
|
13,693 | $402,574 | |
| 7 | ARCC |
Ares Capital Corp
|
18,869 | $349,642 | |
| 8 | NVG |
Nuveen AMT-Free Municipal Credit Income Fund
|
22,581 | $289,036 |
No Holdings History
No holdings records found for this institution in IVZ.