Position in IVZ
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$798,325
+$180,276 QoQ
Shares Held
2,635
+1.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.11%
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, 2026Northwest Financial Advisors holds $3,970,507 across 5 Asset Management names. IVZ ranks #2 (20.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BN |
BROOKFIELD Corp /ON/
|
46,152 | $1,965,613 | |
| 2 | IVZ |
Invesco Ltd.
This page
|
2,635 | $798,325 | |
| 3 | NPV |
Nuveen Virginia Quality Municipal Income Fund
|
51,300 | $593,541 | |
| 4 | SBI |
Western Asset Intermediate Muni Fund Inc.
|
46,471 | $365,726 | |
| 5 | BAM |
Brookfield Asset Management Ltd.
|
5,514 | $247,302 |
No Holdings History
No holdings records found for this institution in IVZ.