Position in IVZ
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$62,297
+$2,310 QoQ
Shares Held
1,845
+0.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
6 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, 2026Smallwood Wealth Investment Management, LLC holds $1,330,579 across 23 Asset Management names. IVZ ranks #7 (4.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FSCO |
FS Credit Opportunities Corp.
|
65,720 | $327,942 | |
| 2 | FSK |
FS KKR Capital Corp
|
13,043 | $136,951 | |
| 3 | BX |
Blackstone Inc.
|
1,106 | $130,143 | |
| 4 | BLK |
BlackRock, Inc.
|
111 | $106,733 | |
| 5 | SPXX |
Nuveen S&P 500 Dynamic Overwrite Fund
|
4,611 | $85,949 | |
| 6 | NMZ |
Nuveen Municipal High Income Opportunity Fund
|
6,486 | $68,557 | |
| 7 | IVZ |
Invesco Ltd.
This page
|
1,845 | $62,297 | |
| 8 | PMM |
Franklin Managed Municipal Income Trust
|
9,000 | $58,860 |
No Holdings History
No holdings records found for this institution in IVZ.