Position in IVZ
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$26,820,189
+$6,320,534 QoQ
Shares Held
173,944
-7.7% QoQ
Ownership
0.039%
of shares outstanding
% of Portfolio
9.69%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
16 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, 2026Altus Wealth Group LLC holds $31,420,018 across 10 Asset Management names. IVZ ranks #1 (85.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IVZ |
Invesco Ltd.
This page
|
173,944 | $26,820,189 | |
| 2 | BX |
Blackstone Inc.
|
15,377 | $1,809,411 | |
| 3 | TY |
TRI-CONTINENTAL Corp
|
29,314 | $1,008,987 | |
| 4 | NEA |
Nuveen AMT-Free Quality Municipal Income Fund
|
53,685 | $630,261 | |
| 5 | EOS |
Eaton Vance Enhanced Equity Income Fund II
|
10,667 | $235,100 | |
| 6 | APO |
Apollo Global Management, Inc.
|
1,869 | $221,121 | |
| 7 | BLK |
BlackRock, Inc.
|
208 | $200,004 | |
| 8 | NAD |
Nuveen Quality Municipal Income Fund
|
15,832 | $191,883 |
All Filings in IVZ
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2020-12-31 | $26,755 | 1,535 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||