Position in IVZ
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$681,379
New position
Shares Held
2,249
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Asset Management
Financial Services · as of Jun 30, 2026Sunpointe, LLC holds $4,407,618 across 11 Asset Management names. IVZ ranks #2 (15.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UTG |
Reaves Utility Income Fund
|
16,760 | $682,467 | |
| 2 | IVZ |
Invesco Ltd.
This page
|
2,249 | $681,379 | |
| 3 | NZF |
Nuveen Municipal Credit Income Fund
|
49,991 | $633,885 | |
| 4 | NAD |
Nuveen Quality Municipal Income Fund
|
41,304 | $500,604 | |
| 5 | BLK |
BlackRock, Inc.
|
486 | $467,318 | |
| 6 | EXG |
Eaton Vance Tax-Managed Global Diversified Equity Income Fund
|
40,436 | $396,677 | |
| 7 | STT |
State Street Corp
|
4,650 | $249,286 | |
| 8 | IGR |
Cbre Global Real Estate Income Fund
|
17,525 | $242,370 |
No Holdings History
No holdings records found for this institution in IVZ.