Position in IVZ
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$6,753,732
+$1,480,214 QoQ
Shares Held
28,284
+2.6% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.60%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2022
18 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in IVZ Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Bensler, LLC holds $68,988,148 across 6 Asset Management names. IVZ ranks #4 (9.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADX |
Adams Diversified Equity Fund, Inc.
|
1,129,607 | $28,861,458 | |
| 2 | CSQ |
Calamos Strategic Total Return Fund
|
1,152,865 | $23,702,904 | |
| 3 | PDI |
PIMCO Dynamic Income Fund
|
566,940 | $9,467,898 | |
| 4 | IVZ |
Invesco Ltd.
This page
|
28,284 | $6,753,732 | |
| 5 | PFL |
Pimco Income Strategy Fund
|
17,530 | $138,136 | |
| 6 | USA |
Liberty All Star Equity Fund
|
11,019 | $64,020 |
No Holdings History
No holdings records found for this institution in IVZ.