Position in IVZ
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$66,847
+$7,943 QoQ
Shares Held
963
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in IVZ Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026WOLFF WIESE MAGANA LLC holds $1,779,234 across 34 Asset Management names. IVZ ranks #4 (3.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | STT |
State Street Corp
|
18,083 | $975,229 | |
| 2 | BLK |
BlackRock, Inc.
|
248 | $238,466 | |
| 3 | NIE |
Virtus Equity & Convertible Income Fund
|
4,248 | $114,101 | |
| 4 | IVZ |
Invesco Ltd.
This page
|
963 | $66,847 | |
| 5 | BX |
Blackstone Inc.
|
478 | $56,246 | |
| 6 | ARCC |
Ares Capital Corp
|
2,004 | $37,134 | |
| 7 | CSQ |
Calamos Strategic Total Return Fund
|
1,690 | $34,746 | |
| 8 | MUC |
Blackrock Muniholdings California Quality Fund, Inc.
|
2,975 | $32,695 |
All Filings in IVZ
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2022-09-30 | $137 | 10 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $241 | 15 | Shares | Sole | 2022-07-15 | |
| No filing history on record for this holder in this stock. | ||||||