Position in IVZ
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$1,636,614
+$472,098 QoQ
Shares Held
17,894
+16.1% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
14 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, 2026Berger Financial Group, Inc holds $7,437,809 across 10 Asset Management names. IVZ ranks #2 (22.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CION |
CION Investment Corp
|
404,493 | $2,519,991 | |
| 2 | IVZ |
Invesco Ltd.
This page
|
17,894 | $1,636,614 | |
| 3 | DBL |
DoubleLine Opportunistic Credit Fund
|
103,409 | $1,487,021 | |
| 4 | BPRE |
Bluerock Private Real Estate Fund
|
51,683 | $672,395 | |
| 5 | BLK |
BlackRock, Inc.
|
418 | $401,932 | |
| 6 | BX |
Blackstone Inc.
|
2,086 | $245,459 | |
| 7 | JPC |
Nuveen Preferred & Income Opportunities Fund
|
24,565 | $193,572 | |
| 8 | NFJ |
Virtus Dividend, Interest & Premium Strategy Fund
|
10,099 | $153,403 |
No Holdings History
No holdings records found for this institution in IVZ.