Position in IVZ
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$1,439,567
-$6,097 QoQ
Shares Held
7,602
-61.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.40%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
7 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, 2026Alteri Wealth LLC holds $12,831,099 across 28 Asset Management names. IVZ ranks #1 (11.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IVZ |
Invesco Ltd.
This page
|
7,602 | $1,439,567 | |
| 2 | STT |
State Street Corp
|
21,560 | $1,155,831 | |
| 3 | BLK |
BlackRock, Inc.
|
1,012 | $973,098 | |
| 4 | STK |
Columbia Seligman Premium Technology Growth Fund, Inc.
|
17,447 | $939,869 | |
| 5 | BX |
Blackstone Inc.
|
7,288 | $857,578 | |
| 6 | SPXX |
Nuveen S&P 500 Dynamic Overwrite Fund
|
43,258 | $806,329 | |
| 7 | MUC |
Blackrock Muniholdings California Quality Fund, Inc.
|
68,764 | $755,716 | |
| 8 | QQQX |
Nuveen NASDAQ 100 Dynamic Overwrite Fund
|
20,790 | $626,610 |
No Holdings History
No holdings records found for this institution in IVZ.