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Equibles

MARINO, STRAM & ASSOCIATES LLC

Position in IVZ — Invesco Ltd.

CIK 1099762 BRAINTREE, MA
Back to IVZ Full portfolio

Position in IVZ

as of Jun 30, 2026 · filed Jul 24, 2026
Position Value
$999,658
+$124,246 QoQ
Shares Held
49,220
+5.8% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
19 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, 2026

MARINO, STRAM & ASSOCIATES LLC holds $6,098,716 across 5 Asset Management names. IVZ ranks #2 (16.4% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 BLK
BlackRock, Inc.
 3,707 $3,564,502
2 IVZ
Invesco Ltd.
This page 		49,220 $999,658
3 JPC
Nuveen Preferred & Income Opportunities Fund
 86,571 $682,179
4 APO
Apollo Global Management, Inc.
 3,825 $452,535
5 BX
Blackstone Inc.
 3,398 $399,842

No Holdings History

No holdings records found for this institution in IVZ.