Position in IVZ
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$11,088,219
-$7,711,309 QoQ
Shares Held
124,036
-51.1% QoQ
Ownership
0.028%
of shares outstanding
% of Portfolio
0.67%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 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, 2026Gateway Wealth Partners, LLC holds $28,617,340 across 17 Asset Management names. IVZ ranks #1 (38.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IVZ |
Invesco Ltd.
This page
|
124,036 | $11,088,219 | |
| 2 | STT |
State Street Corp
|
70,347 | $3,771,302 | |
| 3 | ARCC |
Ares Capital Corp
|
139,984 | $2,593,903 | |
| 4 | RFMZ |
RiverNorth Flexible Municipal Income Fund II, Inc.
|
177,106 | $2,413,954 | |
| 5 | RMMZ |
RiverNorth Managed Duration Municipal Income Fund II, Inc.
|
147,255 | $2,214,715 | |
| 6 | PHYS |
Sprott Physical Gold Trust
|
42,965 | $1,296,254 | |
| 7 | RMM |
RiverNorth Managed Duration Municipal Income Fund, Inc.
|
57,670 | $852,593 | |
| 8 | RMI |
RiverNorth Opportunistic Municipal Income Fund, Inc.
|
53,143 | $823,185 |
No Holdings History
No holdings records found for this institution in IVZ.