Position in IVZ
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$2,668,896
+$150,792 QoQ
Shares Held
52,496
+3.4% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
1.97%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
4 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, 2026WJ Financial Advisors LLC holds $12,194,421 across 10 Asset Management names. IVZ ranks #2 (21.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CLM |
Cornerstone Strategic Investment Fund, Inc.
|
503,994 | $3,810,194 | |
| 2 | IVZ |
Invesco Ltd.
This page
|
52,496 | $2,668,896 | |
| 3 | LDP |
Cohen & Steers Ltd Duration Preferred & Income Fund, Inc.
|
65,947 | $1,395,438 | |
| 4 | RVT |
Royce Small-Cap Trust, Inc.
|
75,025 | $1,385,711 | |
| 5 | TYG |
Tortoise Energy Infrastructure Corp
|
31,301 | $1,341,873 | |
| 6 | BLK |
BlackRock, Inc.
|
737 | $708,669 | |
| 7 | CEF |
Sprott Physical Gold & Silver Trust
|
7,800 | $313,794 | |
| 8 | SLRC |
SLR Investment Corp.
|
20,481 | $253,349 |
No Holdings History
No holdings records found for this institution in IVZ.