Position in IVZ
as of Mar 31, 2026
· filed Apr 30, 2026
Position Value
$61,040
-$789,057 QoQ
Shares Held
2,513
-92.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
8 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in IVZ Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026Elevated Capital Advisors, LLC holds $13,603,634 across 20 Asset Management names. IVZ ranks #7 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PCN |
Pimco Corporate & Income Strategy Fund
|
399,746 | $4,756,977 | |
| 2 | DSU |
Blackrock Debt Strategies Fund, Inc.
|
455,494 | $4,368,187 | |
| 3 | TROW |
Price T Rowe Group Inc
|
19,938 | $1,797,211 | |
| 4 | FFC |
Flaherty & Crumrine PREFERRED & INCOME SECURITIES FUND INC
|
114,130 | $1,767,873 | |
| 5 | PFG |
Principal Financial Group Inc
|
7,659 | $690,152 | |
| 6 | BEN |
Franklin Resources Inc
|
4,612 | $108,935 | |
| 7 | IVZ |
Invesco Ltd.
This page
|
2,513 | $61,040 | |
| 8 | STT |
State Street Corp
|
100 | $12,656 |
All Filings in IVZ
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $61,040 | 2,513 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $850,097 | 32,360 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $784,846 | 34,213 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $647,894 | 41,084 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $623,244 | 41,084 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $691,631 | 39,567 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $712,725 | 40,588 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $624,954 | 41,775 | Shares | Sole | 2024-08-01 | |
| No filing history on record for this holder in this stock. | ||||||