Position in IVZ
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$12,399,020
+$2,563,228 QoQ
Shares Held
91,803
-4.2% QoQ
Ownership
0.021%
of shares outstanding
% of Portfolio
5.67%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 59%
Shared 0%
None 41%
Common Shares in IVZ Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026MPWM ADVISORY SOLUTIONS, LLC holds $15,958,791 across 21 Asset Management names. IVZ ranks #1 (77.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IVZ |
Invesco Ltd.
This page
|
91,803 | $12,399,020 | |
| 2 | CII |
BlackRock Enhanced Large Cap Core Fund, Inc.
|
45,312 | $1,184,908 | |
| 3 | MUA |
Blackrock Muniassets Fund, Inc.
|
97,054 | $1,068,564 | |
| 4 | BST |
BlackRock Science & Technology Trust
|
8,736 | $443,002 | |
| 5 | BUI |
BlackRock Utilities, Infrastructure & Power Opportunities Trust
|
5,663 | $164,283 | |
| 6 | NDMO |
Nuveen Dynamic Municipal Opportunities Fund
|
14,160 | $147,405 | |
| 7 | DLY |
DoubleLine Yield Opportunities Fund
|
6,494 | $91,370 | |
| 8 | STT |
State Street Corp
|
1,153 | $61,812 |
No Holdings History
No holdings records found for this institution in IVZ.