FOUNDERS FINANCIAL SECURITIES LLC
Broker-DealerPosition in IVZ — Invesco Ltd.
CIK 1342396
TOWSON, MD
Position in IVZ
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$11,595,395
+$1,173,928 QoQ
Shares Held
197,967
+5.1% QoQ
Ownership
0.045%
of shares outstanding
% of Portfolio
0.60%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2020
24 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, 2026FOUNDERS FINANCIAL SECURITIES LLC holds $34,821,445 across 14 Asset Management names. IVZ ranks #1 (33.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IVZ |
Invesco Ltd.
This page
|
197,967 | $11,595,395 | |
| 2 | STT |
State Street Corp
|
201,961 | $10,827,129 | |
| 3 | APO |
Apollo Global Management, Inc.
|
25,371 | $3,001,643 | |
| 4 | BX |
Blackstone Inc.
|
25,021 | $2,944,221 | |
| 5 | CSQ |
Calamos Strategic Total Return Fund
|
120,550 | $2,478,508 | |
| 6 | AWF |
Alliancebernstein Global High Income Fund Inc
|
91,225 | $939,617 | |
| 7 | PSLV |
Sprott Physical Silver Trust
|
34,785 | $656,392 | |
| 8 | PHYS |
Sprott Physical Gold Trust
|
17,163 | $517,807 |
No Holdings History
No holdings records found for this institution in IVZ.