Position in IVZ
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$108,725
-$401 QoQ
Shares Held
10,030
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 61%
Shared 0%
None 39%
Common Shares in IVZ Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026BLUEDOOR PRIVATE WEALTH, LLC holds $213,929 across 2 Asset Management names. IVZ ranks #1 (50.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IVZ |
Invesco Ltd.
This page
|
10,030 | $108,725 | |
| 2 | CLM |
Cornerstone Strategic Investment Fund, Inc.
|
13,916 | $105,204 |
No Holdings History
No holdings records found for this institution in IVZ.