Position in IVZ
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$11,852,263
+$1,482,555 QoQ
Shares Held
509,008
+0.2% QoQ
Ownership
0.115%
of shares outstanding
% of Portfolio
0.65%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
26 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, 2026Wealthspire Retirement, LLC holds $27,961,426 across 11 Asset Management names. IVZ ranks #1 (42.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IVZ |
Invesco Ltd.
This page
|
509,008 | $11,852,263 | |
| 2 | CII |
BlackRock Enhanced Large Cap Core Fund, Inc.
|
204,940 | $5,359,181 | |
| 3 | BUI |
BlackRock Utilities, Infrastructure & Power Opportunities Trust
|
128,821 | $3,737,097 | |
| 4 | BST |
BlackRock Science & Technology Trust
|
67,442 | $3,419,983 | |
| 5 | BME |
BlackRock Health Sciences Trust
|
51,434 | $2,209,090 | |
| 6 | STT |
State Street Corp
|
6,525 | $349,805 | |
| 7 | BDJ |
BlackRock Enhanced Equity Dividend Trust
|
27,956 | $267,538 | |
| 8 | KKR |
KKR & Co. Inc.
|
2,613 | $239,821 |
No Holdings History
No holdings records found for this institution in IVZ.