Position in IVZ
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$276,611
+$266,317 QoQ
Shares Held
913
+336.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
5 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, 2026Clear Point Advisors Inc. holds $1,107,523 across 2 Asset Management names. IVZ ranks #2 (25.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MUJ |
Blackrock Muniholdings New Jersey Quality Fund, Inc.
|
67,499 | $830,912 | |
| 2 | IVZ |
Invesco Ltd.
This page
|
913 | $276,611 |
No Holdings History
No holdings records found for this institution in IVZ.