Position in IVZ
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$374,152
+$54,393 QoQ
Shares Held
11,456
+3.9% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
4 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, 2026Beckerman Institutional, LLC holds $7,489,894 across 10 Asset Management names. IVZ ranks #8 (5.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BCV |
Bancroft Fund Ltd
|
72,888 | $1,894,359 | |
| 2 | TY |
TRI-CONTINENTAL Corp
|
40,036 | $1,378,039 | |
| 3 | GGZ |
Gabelli Global Small & Mid Cap Value Trust
|
57,321 | $933,185 | |
| 4 | NFJ |
Virtus Dividend, Interest & Premium Strategy Fund
|
54,945 | $834,614 | |
| 5 | RGT |
Royce Global Trust, Inc.
|
43,001 | $611,904 | |
| 6 | PNI |
Pimco New York Municipal Income Fund II
|
75,711 | $536,790 | |
| 7 | ECAT |
BlackRock ESG Capital Allocation Term Trust
|
34,099 | $536,036 | |
| 8 | IVZ |
Invesco Ltd.
This page
|
11,456 | $374,152 |
No Holdings History
No holdings records found for this institution in IVZ.