Position in IVZ
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$296,385
+$30,411 QoQ
Shares Held
4,916
+1.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.40%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in IVZ Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Stronghold Wealth Management L.L.C. holds $4,216,705 across 10 Asset Management names. IVZ ranks #5 (7.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BXSL |
Blackstone Secured Lending Fund
|
81,058 | $1,921,885 | |
| 2 | NXP |
Nuveen Select Tax Free Income Portfolio
|
32,819 | $469,639 | |
| 3 | ETX |
Eaton Vance Municipal Income 2028 Term Trust
|
19,420 | $364,125 | |
| 4 | BLK |
BlackRock, Inc.
|
314 | $301,928 | |
| 5 | IVZ |
Invesco Ltd.
This page
|
4,916 | $296,385 | |
| 6 | BUI |
BlackRock Utilities, Infrastructure & Power Opportunities Trust
|
8,477 | $245,917 | |
| 7 | HYT |
Blackrock Corporate High Yield Fund, Inc.
|
20,331 | $174,033 | |
| 8 | OIA |
Invesco Municipal Income Opportunities Trust
|
25,811 | $160,286 |
No Holdings History
No holdings records found for this institution in IVZ.