Position in IVZ
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$752,976
+$196,577 QoQ
Shares Held
14,841
+0.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
14 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, 2026Fortitude Advisory Group L.L.C. holds $14,158,257 across 44 Asset Management names. IVZ ranks #3 (5.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MHD |
Blackrock Muniholdings Fund, Inc.
|
105,020 | $1,249,738 | |
| 2 | PHYS |
Sprott Physical Gold Trust
|
25,156 | $758,956 | |
| 3 | IVZ |
Invesco Ltd.
This page
|
14,841 | $752,976 | |
| 4 | MMT |
Aberdeen Multi-Market Income Fund
|
163,481 | $719,316 | |
| 5 | NZF |
Nuveen Municipal Credit Income Fund
|
53,924 | $683,756 | |
| 6 | MQY |
Blackrock Muniyield Quality Fund, Inc.
|
53,680 | $622,688 | |
| 7 | NBB |
Nuveen Taxable Municipal Income Fund
|
30,274 | $477,723 | |
| 8 | NXP |
Nuveen Select Tax Free Income Portfolio
|
31,826 | $455,430 |
No Holdings History
No holdings records found for this institution in IVZ.