Position in IVZ
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$1,658,523
+$374,348 QoQ
Shares Held
20,278
-0.8% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.77%
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, 2026OMNI 360 Wealth, Inc. holds $3,136,620 across 5 Asset Management names. IVZ ranks #1 (52.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IVZ |
Invesco Ltd.
This page
|
20,278 | $1,658,523 | |
| 2 | BX |
Blackstone Inc.
|
5,092 | $599,175 | |
| 3 | NXP |
Nuveen Select Tax Free Income Portfolio
|
33,540 | $479,957 | |
| 4 | NMZ |
Nuveen Municipal High Income Opportunity Fund
|
25,893 | $273,689 | |
| 5 | NAN |
Nuveen New York Quality Municipal Income Fund
|
10,680 | $125,276 |
No Holdings History
No holdings records found for this institution in IVZ.