Position in IVZ
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$1,289,135
-$225,572 QoQ
Shares Held
63,286
-14.7% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2023
13 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, 2026Left Brain Wealth Management, LLC holds $8,398,129 across 7 Asset Management names. IVZ ranks #2 (15.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVG |
Nuveen AMT-Free Municipal Credit Income Fund
|
413,881 | $5,297,676 | |
| 2 | IVZ |
Invesco Ltd.
This page
|
63,286 | $1,289,135 | |
| 3 | DSL |
DoubleLine Income Solutions Fund
|
64,090 | $708,835 | |
| 4 | HTGC |
Hercules Capital, Inc.
|
25,358 | $399,895 | |
| 5 | BMEZ |
BlackRock Health Sciences Term Trust
|
20,544 | $315,350 | |
| 6 | BSTZ |
BlackRock Science & Technology Term Trust
|
7,838 | $235,375 | |
| 7 | CHY |
Calamos Convertible & High Income Fund
|
11,150 | $151,863 |
No Holdings History
No holdings records found for this institution in IVZ.