Position in IVZ
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$627,421
-$624,868 QoQ
Shares Held
3,884
-48.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2022
12 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, 2026MSH Capital Advisors LLC holds $15,592,518 across 14 Asset Management names. IVZ ranks #7 (4.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
4,131 | $3,972,204 | |
| 2 | GDV |
Gabelli Dividend & Income Trust
|
100,946 | $2,967,812 | |
| 3 | TROW |
Price T Rowe Group Inc
|
19,447 | $2,210,929 | |
| 4 | JPC |
Nuveen Preferred & Income Opportunities Fund
|
240,963 | $1,898,788 | |
| 5 | BX |
Blackstone Inc.
|
7,412 | $872,169 | |
| 6 | NAD |
Nuveen Quality Municipal Income Fund
|
69,947 | $847,757 | |
| 7 | IVZ |
Invesco Ltd.
This page
|
3,884 | $627,421 | |
| 8 | TY |
TRI-CONTINENTAL Corp
|
12,719 | $437,787 |
No Holdings History
No holdings records found for this institution in IVZ.