Position in IVZ
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$9,089
+$1,961 QoQ
Shares Held
30
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
2 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, 2026Midway Capital Research & Management holds $8,191,061 across 7 Asset Management names. IVZ ranks #6 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BN |
BROOKFIELD Corp /ON/
|
118,064 | $5,028,345 | |
| 2 | BLK |
BlackRock, Inc.
|
2,171 | $2,087,546 | |
| 3 | BAM |
Brookfield Asset Management Ltd.
|
18,609 | $834,613 | |
| 4 | BX |
Blackstone Inc.
|
1,733 | $203,922 | |
| 5 | EVN |
Eaton Vance Municipal Income Trust
|
2,400 | $27,024 | |
| 6 | IVZ |
Invesco Ltd.
This page
|
30 | $9,089 | |
| 7 | CEF |
Sprott Physical Gold & Silver Trust
|
13 | $522 |
No Holdings History
No holdings records found for this institution in IVZ.