Position in IVZ
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$378,576
-$4,825 QoQ
Shares Held
18,585
-1.1% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
3 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, 2026DECISION INVESTMENTS, INC holds $10,758,754 across 56 Asset Management names. IVZ ranks #3 (3.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPXX |
Nuveen S&P 500 Dynamic Overwrite Fund
|
32,547 | $606,676 | |
| 2 | AIO |
Virtus Artificial Intelligence & Technology Opportunities Fund
|
15,183 | $426,186 | |
| 3 | IVZ |
Invesco Ltd.
This page
|
18,585 | $378,576 | |
| 4 | MMT |
Aberdeen Multi-Market Income Fund
|
79,098 | $348,031 | |
| 5 | HQL |
abrdn Life Sciences Investors
|
17,254 | $345,252 | |
| 6 | GNT |
GAMCO Natural Resources, Gold & Income Trust
|
41,610 | $339,121 | |
| 7 | ASA |
ASA Gold & Precious Metals Ltd
|
6,262 | $325,874 | |
| 8 | BGR |
BlackRock Energy & Resources Trust
|
21,530 | $319,074 |
No Holdings History
No holdings records found for this institution in IVZ.