Position in IVZ
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$2,104,521
+$27,500 QoQ
Shares Held
41,395
-1.1% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
11 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, 2026Tyche Wealth Partners LLC holds $25,443,453 across 43 Asset Management names. IVZ ranks #2 (8.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NDMO |
Nuveen Dynamic Municipal Opportunities Fund
|
293,874 | $3,059,228 | |
| 2 | IVZ |
Invesco Ltd.
This page
|
41,395 | $2,104,521 | |
| 3 | NEA |
Nuveen AMT-Free Quality Municipal Income Fund
|
156,574 | $1,838,178 | |
| 4 | NAD |
Nuveen Quality Municipal Income Fund
|
133,581 | $1,619,001 | |
| 5 | NVG |
Nuveen AMT-Free Municipal Credit Income Fund
|
118,423 | $1,515,814 | |
| 6 | BLK |
BlackRock, Inc.
|
1,426 | $1,371,184 | |
| 7 | SPXX |
Nuveen S&P 500 Dynamic Overwrite Fund
|
64,905 | $1,209,829 | |
| 8 | NZF |
Nuveen Municipal Credit Income Fund
|
72,454 | $918,716 |
No Holdings History
No holdings records found for this institution in IVZ.