Position in IVZ
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$15,289,943
+$15,093,051 QoQ
Shares Held
106,459
+1109.6% QoQ
Ownership
0.024%
of shares outstanding
% of Portfolio
4.83%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
7 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, 2026Fourth Dimension Wealth, LLC holds $21,207,708 across 22 Asset Management names. IVZ ranks #1 (72.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IVZ |
Invesco Ltd.
This page
|
106,459 | $15,289,943 | |
| 2 | STT |
State Street Corp
|
98,991 | $5,306,907 | |
| 3 | TPG |
TPG Inc.
|
8,183 | $331,820 | |
| 4 | BX |
Blackstone Inc.
|
500 | $58,835 | |
| 5 | DLY |
DoubleLine Yield Opportunities Fund
|
4,050 | $56,983 | |
| 6 | TY |
TRI-CONTINENTAL Corp
|
1,445 | $49,736 | |
| 7 | NZF |
Nuveen Municipal Credit Income Fund
|
2,134 | $27,059 | |
| 8 | FSK |
FS KKR Capital Corp
|
1,688 | $17,724 |
No Holdings History
No holdings records found for this institution in IVZ.