Position in IVZ
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$15,067,672
+$4,330,651 QoQ
Shares Held
68,864
-49.8% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
0.79%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
9 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, 2026Signal Advisors Wealth, LLC holds $21,375,182 across 11 Asset Management names. IVZ ranks #1 (70.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IVZ |
Invesco Ltd.
This page
|
68,864 | $15,067,672 | |
| 2 | NTRS |
Northern Trust Corp
|
20,987 | $3,648,380 | |
| 3 | STT |
State Street Corp
|
10,870 | $582,740 | |
| 4 | NMZ |
Nuveen Municipal High Income Opportunity Fund
|
33,752 | $356,758 | |
| 5 | BDJ |
BlackRock Enhanced Equity Dividend Trust
|
34,619 | $331,303 | |
| 6 | BLK |
BlackRock, Inc.
|
307 | $295,198 | |
| 7 | FSCO |
FS Credit Opportunities Corp.
|
54,319 | $271,051 | |
| 8 | CSQ |
Calamos Strategic Total Return Fund
|
12,885 | $264,915 |
No Holdings History
No holdings records found for this institution in IVZ.