Position in IVZ
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$1,395,537
+$253,063 QoQ
Shares Held
19,497
-0.1% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2020
24 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, 2026Founders Financial Alliance, LLC holds $16,952,473 across 40 Asset Management names. IVZ ranks #2 (8.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | STT |
State Street Corp
|
37,952 | $2,034,606 | |
| 2 | IVZ |
Invesco Ltd.
This page
|
19,497 | $1,395,537 | |
| 3 | GOF |
Guggenheim Strategic Opportunities Fund
|
117,396 | $1,281,964 | |
| 4 | EVT |
Eaton Vance Tax-Advantaged Dividend Income Fund
|
40,261 | $1,114,424 | |
| 5 | BME |
BlackRock Health Sciences Trust
|
19,200 | $824,640 | |
| 6 | ACP |
abrdn Income Credit Strategies Fund
|
157,320 | $818,064 | |
| 7 | OXLC |
Oxford Lane Capital Corp.
|
88,808 | $777,958 | |
| 8 | NEA |
Nuveen AMT-Free Quality Municipal Income Fund
|
61,571 | $722,843 |
All Filings in IVZ
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2020-09-30 | $3,057 | 268 | Shares | Sole | 2020-11-13 | |
| No filing history on record for this holder in this stock. | ||||||