Position in IVZ
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$4,538,704
+$455,816 QoQ
Shares Held
136,923
+2.8% QoQ
Ownership
0.031%
of shares outstanding
% of Portfolio
1.16%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2021
20 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, 2026Independent Wealth Network Inc. holds $11,089,226 across 12 Asset Management names. IVZ ranks #1 (40.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IVZ |
Invesco Ltd.
This page
|
136,923 | $4,538,704 | |
| 2 | AWF |
Alliancebernstein Global High Income Fund Inc
|
152,398 | $1,569,699 | |
| 3 | KYN |
Kayne Anderson Energy Infrastructure Fund, Inc.
|
111,995 | $1,548,890 | |
| 4 | ARCC |
Ares Capital Corp
|
69,058 | $1,279,644 | |
| 5 | LDP |
Cohen & Steers Ltd Duration Preferred & Income Fund, Inc.
|
36,395 | $770,118 | |
| 6 | JGH |
Nuveen Global High Income Fund
|
36,321 | $462,366 | |
| 7 | PFG |
Principal Financial Group Inc
|
2,083 | $224,505 | |
| 8 | JRS |
Nuveen Real Estate Income Fund
|
22,442 | $189,186 |
No Holdings History
No holdings records found for this institution in IVZ.