Position in IVZ
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$5,196,569
+$683,938 QoQ
Shares Held
45,422
+0.6% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.72%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2023
11 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, 2026Ignite Planners, LLC holds $22,858,962 across 17 Asset Management names. IVZ ranks #2 (22.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NAC |
Nuveen California Quality Municipal Income Fund
|
476,800 | $5,778,816 | |
| 2 | IVZ |
Invesco Ltd.
This page
|
45,422 | $5,196,569 | |
| 3 | TSLX |
Sixth Street Specialty Lending, Inc.
|
128,218 | $2,201,503 | |
| 4 | MUC |
Blackrock Muniholdings California Quality Fund, Inc.
|
194,025 | $2,132,334 | |
| 5 | DBL |
DoubleLine Opportunistic Credit Fund
|
112,190 | $1,613,292 | |
| 6 | BPRE |
Bluerock Private Real Estate Fund
|
100,670 | $1,309,716 | |
| 7 | STT |
State Street Corp
|
17,803 | $954,418 | |
| 8 | PSLV |
Sprott Physical Silver Trust
|
35,417 | $668,318 |
No Holdings History
No holdings records found for this institution in IVZ.