Position in IVZ
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$4,197,616
+$567,577 QoQ
Shares Held
25,985
-15.2% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
2.83%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
4 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, 2026A4 Wealth Advisors LLC holds $4,303,622 across 2 Asset Management names. IVZ ranks #1 (97.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IVZ |
Invesco Ltd.
This page
|
25,985 | $4,197,616 | |
| 2 | CLM |
Cornerstone Strategic Investment Fund, Inc.
|
14,022 | $106,006 |
No Holdings History
No holdings records found for this institution in IVZ.