Position in IVZ
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$4,523,667
+$811,573 QoQ
Shares Held
61,602
-1.5% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.73%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
8 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, 2026Proactive Wealth Strategies LLC holds $32,206,841 across 6 Asset Management names. IVZ ranks #4 (14.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSLV |
Sprott Physical Silver Trust
|
569,500 | $10,746,465 | |
| 2 | PHYS |
Sprott Physical Gold Trust
|
287,086 | $8,661,384 | |
| 3 | BX |
Blackstone Inc.
|
56,331 | $6,628,468 | |
| 4 | IVZ |
Invesco Ltd.
This page
|
61,602 | $4,523,667 | |
| 5 | FSK |
FS KKR Capital Corp
|
131,711 | $1,382,965 | |
| 6 | FFA |
First Trust Enhanced Equity Income Fund
|
11,802 | $263,892 |
No Holdings History
No holdings records found for this institution in IVZ.