Position in IVZ
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$2,070,168
+$426,501 QoQ
Shares Held
28,187
+15.0% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.53%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
3 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, 2026LongView Wealth Management holds $6,041,298 across 5 Asset Management names. IVZ ranks #2 (34.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UTG |
Reaves Utility Income Fund
|
67,338 | $2,742,003 | |
| 2 | IVZ |
Invesco Ltd.
This page
|
28,187 | $2,070,168 | |
| 3 | STT |
State Street Corp
|
11,859 | $635,760 | |
| 4 | PCN |
Pimco Corporate & Income Strategy Fund
|
34,759 | $415,370 | |
| 5 | PFD |
Flaherty & Crumrine Preferred & Income Fund Inc
|
15,305 | $177,997 |
No Holdings History
No holdings records found for this institution in IVZ.