Position in IVZ
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$437,427
+$15,544 QoQ
Shares Held
0
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in IVZ Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Prairie Wealth Advisors, Inc. holds $18,192,219 across 14 Asset Management names. IVZ ranks #8 (2.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TYG |
Tortoise Energy Infrastructure Corp
|
0 | $3,367,481 | |
| 2 | CSQ |
Calamos Strategic Total Return Fund
|
0 | $3,169,026 | |
| 3 | BUI |
BlackRock Utilities, Infrastructure & Power Opportunities Trust
|
0 | $3,103,297 | |
| 4 | BXSL |
Blackstone Secured Lending Fund
|
0 | $2,489,090 | |
| 5 | STT |
State Street Corp
|
0 | $1,529,815 | |
| 6 | CGO |
Calamos Global Total Return Fund
|
0 | $1,307,604 | |
| 7 | PSLV |
Sprott Physical Silver Trust
|
0 | $1,265,762 | |
| 8 | IVZ |
Invesco Ltd.
This page
|
0 | $437,427 |
No Holdings History
No holdings records found for this institution in IVZ.