Position in IVZ
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$1,044,619
+$724,071 QoQ
Shares Held
8,493
+33.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2022
14 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, 2026WORLD EQUITY GROUP, INC. holds $10,109,431 across 16 Asset Management names. IVZ ranks #3 (10.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ACV |
Virtus Diversified Income & Convertible Fund
|
41,950 | $1,188,863 | |
| 2 | STT |
State Street Corp
|
21,855 | $1,171,646 | |
| 3 | IVZ |
Invesco Ltd.
This page
|
8,493 | $1,044,619 | |
| 4 | PDI |
PIMCO Dynamic Income Fund
|
48,879 | $816,279 | |
| 5 | AAMI |
Acadian Asset Management Inc.
|
9,801 | $700,967 | |
| 6 | SPXX |
Nuveen S&P 500 Dynamic Overwrite Fund
|
37,429 | $697,676 | |
| 7 | BPRE |
Bluerock Private Real Estate Fund
|
50,475 | $656,679 | |
| 8 | MCN |
XAI Madison Equity Premium Income Fund
|
114,407 | $631,526 |
No Holdings History
No holdings records found for this institution in IVZ.