Position in IVZ
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$349,817
-$1,291 QoQ
Shares Held
32,271
0.0% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
9 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, 2026Ariadne Wealth Management, LP holds $6,244,620 across 8 Asset Management names. IVZ ranks #7 (5.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EMD |
Western Asset Emerging Markets Debt Fund Inc.
|
120,977 | $1,299,292 | |
| 2 | TYG |
Tortoise Energy Infrastructure Corp
|
25,100 | $1,076,037 | |
| 3 | MUC |
Blackrock Muniholdings California Quality Fund, Inc.
|
94,481 | $1,038,346 | |
| 4 | BLK |
BlackRock, Inc.
|
1,056 | $1,015,407 | |
| 5 | SBI |
Western Asset Intermediate Muni Fund Inc.
|
100,869 | $793,839 | |
| 6 | HFRO |
Highland Opportunities & Income Fund
|
52,914 | $377,276 | |
| 7 | IVZ |
Invesco Ltd.
This page
|
32,271 | $349,817 | |
| 8 | KYN |
Kayne Anderson Energy Infrastructure Fund, Inc.
|
21,302 | $294,606 |
No Holdings History
No holdings records found for this institution in IVZ.