Position in IVZ
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$4,662,529
+$1,408,537 QoQ
Shares Held
28,863
-0.6% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
3.47%
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, 2026Vista Cima Wealth Management LLC holds $4,682,109 across 2 Asset Management names. IVZ ranks #1 (99.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IVZ |
Invesco Ltd.
This page
|
28,863 | $4,662,529 | |
| 2 | DHY |
Ubs Asset Management High Yield Credit Fund
|
1,100 | $19,580 |
No Holdings History
No holdings records found for this institution in IVZ.