Position in IVZ
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$1,188,980
+$933,928 QoQ
Shares Held
48,510
+369.8% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
7 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, 2026CLIFTONLARSONALLEN WEALTH ADVISORS, LLC holds $6,194,446 across 9 Asset Management names. IVZ ranks #3 (19.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | STT |
State Street Corp
|
33,673 | $1,805,209 | |
| 2 | NAD |
Nuveen Quality Municipal Income Fund
|
103,138 | $1,250,032 | |
| 3 | IVZ |
Invesco Ltd.
This page
|
48,510 | $1,188,980 | |
| 4 | NEA |
Nuveen AMT-Free Quality Municipal Income Fund
|
44,780 | $525,717 | |
| 5 | NMZ |
Nuveen Municipal High Income Opportunity Fund
|
38,418 | $406,078 | |
| 6 | RQI |
Cohen & Steers Quality Income Realty Fund Inc
|
22,500 | $276,975 | |
| 7 | ARCC |
Ares Capital Corp
|
14,745 | $273,224 | |
| 8 | DNP |
Dnp Select Income Fund Inc
|
24,840 | $268,023 |
No Holdings History
No holdings records found for this institution in IVZ.