Position in IVZ
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$311,998
-$52,489 QoQ
Shares Held
14,411
-16.9% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
21 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, 2026WFA of San Diego, LLC holds $481,838 across 2 Asset Management names. IVZ ranks #1 (64.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IVZ |
Invesco Ltd.
This page
|
14,411 | $311,998 | |
| 2 | OPP |
RiverNorth/DoubleLine Strategic Opportunity Fund, Inc.
|
22,000 | $169,840 |
No Holdings History
No holdings records found for this institution in IVZ.