Position in IVZ
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$605,940
+$130,700 QoQ
Shares Held
2,000
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
10 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, 2026BlueChip Wealth Advisors LLC holds $2,450,073 across 7 Asset Management names. IVZ ranks #2 (24.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FTHY |
First Trust High Yield Opportunities 2027 Term Fund
|
48,350 | $662,395 | |
| 2 | IVZ |
Invesco Ltd.
This page
|
2,000 | $605,940 | |
| 3 | BPRE |
Bluerock Private Real Estate Fund
|
27,432 | $356,890 | |
| 4 | FSK |
FS KKR Capital Corp
|
32,776 | $344,148 | |
| 5 | NUV |
Nuveen Municipal Value Fund Inc
|
25,445 | $234,602 | |
| 6 | CION |
CION Investment Corp
|
20,594 | $128,300 | |
| 7 | OBDC |
Blue Owl Capital Corp
|
10,837 | $117,798 |
No Holdings History
No holdings records found for this institution in IVZ.