Position in IVZ
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$8,796,869
+$1,913,186 QoQ
Shares Held
43,374
+1.5% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.93%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
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, 2026United Advisor Group, LLC holds $40,748,262 across 29 Asset Management names. IVZ ranks #1 (21.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IVZ |
Invesco Ltd.
This page
|
43,374 | $8,796,869 | |
| 2 | ARDC |
Ares Dynamic Credit Allocation Fund, Inc.
|
354,015 | $4,471,209 | |
| 3 | DPG |
Duff & Phelps Utility & Infrastructure Fund Inc.
|
253,669 | $3,764,447 | |
| 4 | OCSL |
Oaktree Specialty Lending Corp
|
293,056 | $3,499,088 | |
| 5 | GBDC |
GOLUB CAPITAL BDC, Inc.
|
242,994 | $3,129,762 | |
| 6 | FSK |
FS KKR Capital Corp
|
290,929 | $3,054,754 | |
| 7 | MFIC |
MidCap Financial Investment Corp
|
264,846 | $2,669,647 | |
| 8 | ARCC |
Ares Capital Corp
|
113,090 | $2,095,557 |
No Holdings History
No holdings records found for this institution in IVZ.