Position in IVZ
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$1,177,094
+$913,812 QoQ
Shares Held
6,497
+486.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.50%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
4 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, 2026Core Wealth Partners LLC holds $8,047,898 across 18 Asset Management names. IVZ ranks #3 (14.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PCQ |
Pimco California Municipal Income Fund
|
163,762 | $1,468,945 | |
| 2 | STT |
State Street Corp
|
22,884 | $1,226,811 | |
| 3 | IVZ |
Invesco Ltd.
This page
|
6,497 | $1,177,094 | |
| 4 | NMZ |
Nuveen Municipal High Income Opportunity Fund
|
44,599 | $471,411 | |
| 5 | VCV |
Invesco California Value Municipal Income Trust
|
40,866 | $440,944 | |
| 6 | JPC |
Nuveen Preferred & Income Opportunities Fund
|
53,224 | $419,405 | |
| 7 | HTGC |
Hercules Capital, Inc.
|
24,153 | $380,892 | |
| 8 | NAC |
Nuveen California Quality Municipal Income Fund
|
29,699 | $359,951 |
No Holdings History
No holdings records found for this institution in IVZ.