Position in IVZ
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$151,742,560
+$41,800,355 QoQ
Shares Held
1,255,070
+2.3% QoQ
Ownership
0.284%
of shares outstanding
% of Portfolio
16.27%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
6 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, 2026PLANNING ALTERNATIVES LTD /ADV holds $152,983,449 across 3 Asset Management names. IVZ ranks #1 (99.2% of the industry book) .
No Holdings History
No holdings records found for this institution in IVZ.