WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC
Position in IVZ — Invesco Ltd.
CIK 1812177
HIGHLAND PARK, IL
Position in IVZ
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$529,105
-$9,972 QoQ
Shares Held
8,776
-10.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2020
11 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, 2026WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC holds $6,611,245 across 21 Asset Management names. IVZ ranks #3 (8.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UTG |
Reaves Utility Income Fund
|
19,260 | $784,267 | |
| 2 | DLY |
DoubleLine Yield Opportunities Fund
|
40,142 | $564,797 | |
| 3 | IVZ |
Invesco Ltd.
This page
|
8,776 | $529,105 | |
| 4 | BST |
BlackRock Science & Technology Trust
|
9,508 | $482,150 | |
| 5 | JPC |
Nuveen Preferred & Income Opportunities Fund
|
55,269 | $435,519 | |
| 6 | DSL |
DoubleLine Income Solutions Fund
|
36,030 | $398,491 | |
| 7 | UTF |
Cohen & Steers Infrastructure Fund Inc
|
14,260 | $393,433 | |
| 8 | BGB |
Blackstone Strategic Credit 2027 Term Fund
|
27,575 | $311,597 |
No Holdings History
No holdings records found for this institution in IVZ.