Position in IVZ
as of Jun 30, 2026
· filed Aug 21, 2026
Position Value
$1,091,600
+$332,642 QoQ
Shares Held
3,603
+12.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
19 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, 2026WEST MICHIGAN ADVISORS, LLC holds $4,641,121 across 10 Asset Management names. IVZ ranks #1 (23.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IVZ |
Invesco Ltd.
This page
|
3,603 | $1,091,600 | |
| 2 | RJF |
Raymond James Financial Inc
|
7,145 | $1,086,254 | |
| 3 | FSCO |
FS Credit Opportunities Corp.
|
129,190 | $644,658 | |
| 4 | MIY |
Blackrock Muniyield Michigan Quality Fund, Inc.
|
36,201 | $444,186 | |
| 5 | RNP |
Cohen & Steers REIT & Preferred & Income Fund Inc
|
15,457 | $313,777 | |
| 6 | BLK |
BlackRock, Inc.
|
313 | $300,968 | |
| 7 | TROW |
Price T Rowe Group Inc
|
2,409 | $273,879 | |
| 8 | FFA |
First Trust Enhanced Equity Income Fund
|
12,106 | $270,690 |
No Holdings History
No holdings records found for this institution in IVZ.