Position in IVZ
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$6,841,933
New position
Shares Held
73,585
first reported quarter
Ownership
0.017%
of shares outstanding
% of Portfolio
1.41%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Asset Management
Financial Services · as of Jun 30, 2026Uniting Wealth Partners, LLC holds $19,234,204 across 21 Asset Management names. IVZ ranks #1 (35.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IVZ |
Invesco Ltd.
This page
|
73,585 | $6,841,933 | |
| 2 | BPRE |
Bluerock Private Real Estate Fund
|
153,712 | $1,999,793 | |
| 3 | BX |
Blackstone Inc.
|
12,056 | $1,418,629 | |
| 4 | KKR |
KKR & Co. Inc.
|
15,000 | $1,376,700 | |
| 5 | TRIN |
Trinity Capital Inc.
|
52,000 | $930,280 | |
| 6 | NEA |
Nuveen AMT-Free Quality Municipal Income Fund
|
70,211 | $824,277 | |
| 7 | EIM |
Eaton Vance Municipal Bond Fund
|
76,223 | $759,181 | |
| 8 | RJF |
Raymond James Financial Inc
|
4,762 | $723,966 |
No Holdings History
No holdings records found for this institution in IVZ.