Position in IVZ
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$490,200
+$12,800 QoQ
Shares Held
20,000
0.0% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
5 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, 2026BCS Private Wealth Management, Inc. holds $8,065,240 across 9 Asset Management names. IVZ ranks #3 (6.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NTRS |
Northern Trust Corp
|
25,314 | $4,400,585 | |
| 2 | NMZ |
Nuveen Municipal High Income Opportunity Fund
|
134,954 | $1,426,463 | |
| 3 | IVZ |
Invesco Ltd.
This page
|
20,000 | $490,200 | |
| 4 | STT |
State Street Corp
|
2,718 | $460,972 | |
| 5 | NBB |
Nuveen Taxable Municipal Income Fund
|
26,625 | $420,142 | |
| 6 | MUJ |
Blackrock Muniholdings New Jersey Quality Fund, Inc.
|
21,300 | $262,203 | |
| 7 | NRK |
Nuveen New York Amt-Free Quality Municipal Income Fund
|
23,300 | $249,776 | |
| 8 | DSL |
DoubleLine Income Solutions Fund
|
20,235 | $223,799 |
No Holdings History
No holdings records found for this institution in IVZ.