Position in IVZ
as of Jun 30, 2026
· filed Sep 2, 2026
Position Value
$2,912,147
+$693,965 QoQ
Shares Held
9,612
+3.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.54%
of 13F equity value
Holder Rank
#175
of 683 holders
Holding Since
Mar 2026
2 quarters on record
Common Shares in IVZ Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Second Line Capital, LLC holds $4,632,019 across 8 Asset Management names. IVZ ranks #1 (62.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IVZ |
Invesco Ltd.
This page
|
9,612 | $2,912,147 | |
| 2 | PDT |
John Hancock Premium Dividend Fund
|
37,173 | $481,390 | |
| 3 | STT |
State Street Corp
|
5,787 | $310,241 | |
| 4 | AB |
Alliancebernstein Holding L.P.
|
8,067 | $284,119 | |
| 5 | FSK |
FS KKR Capital Corp
|
21,734 | $228,207 | |
| 6 | RA |
Brookfield Real Assets Income Fund Inc.
|
15,999 | $206,067 | |
| 7 | AGD |
abrdn Global Dynamic Dividend Fund
|
13,037 | $157,878 | |
| 8 | FSCO |
FS Credit Opportunities Corp.
|
10,415 | $51,970 |
No Holdings History
No holdings records found for this institution in IVZ.