Position in IVZ
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$31,506,588
+$9,215,630 QoQ
Shares Held
144,327
+11.7% QoQ
Ownership
0.033%
of shares outstanding
% of Portfolio
4.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2022
17 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, 2026Madison Wealth Partners, Inc holds $32,349,306 across 6 Asset Management names. IVZ ranks #1 (97.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IVZ |
Invesco Ltd.
This page
|
144,327 | $31,506,588 | |
| 2 | BPRE |
Bluerock Private Real Estate Fund
|
23,948 | $311,563 | |
| 3 | BLK |
BlackRock, Inc.
|
209 | $200,966 | |
| 4 | PTY |
Pimco Corporate & Income Opportunity Fund
|
14,622 | $175,902 | |
| 5 | EDF |
Virtus Stone Harbor Emerging Markets Income Fund
|
16,000 | $89,280 | |
| 6 | PHK |
Pimco High Income Fund
|
13,950 | $65,007 |
No Holdings History
No holdings records found for this institution in IVZ.