Sigma Planning Corp

Position in IVZ — Invesco Ltd.

CIK 1449126 ANN ARBOR, MI

Position in IVZ

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$34,137,182

+$11,133,233 QoQ

Shares Held

311,982

-19.6% QoQ

Ownership

0.071%

of shares outstanding

% of Portfolio

0.87%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Sigma Planning Corp holds $68,865,462 across 45 Asset Management names. IVZ ranks #1 (49.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	IVZ	Invesco Ltd. This page	311,982	$34,137,182
2	STT	State Street Corp	107,937	$5,786,502
3	ARCC	Ares Capital Corp	171,155	$3,171,502
4	TROW	Price T Rowe Group Inc	22,229	$2,527,215
5	BEN	Franklin Templeton Inc	63,766	$2,121,494
6	MSIF	Msc Income Fund, Inc.	182,577	$2,112,415
7	BX	Blackstone Inc.	14,626	$1,721,041
8	UTG	Reaves Utility Income Fund	37,286	$1,518,285

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2023-03-31	$485,456	29,601	+95.6%	Shares	Sole	2023-05-08
2022-12-31	$272,296	15,136	-0.7%	Shares	Sole	2023-01-24
2022-09-30	$208,801	15,241	-0.9%	Shares	Sole	2022-11-10
2022-06-30	$248,143	15,384	+1.3%	Shares	Sole	2022-08-11
2022-03-31	$350,350	15,193	+2.7%	Shares	Sole	2022-04-20
2021-12-31	$340,442	14,789	-0.1%	Shares	Sole	2022-02-02
2021-09-30	$356,828	14,800	-33.3%	Shares	Sole	2021-10-28
2021-06-30	$593,299	22,196	-93.3%	Shares	Sole	2021-08-13
2021-03-31	$8,351,174	331,133	+2073.5%	Shares	Sole	2021-05-06
2020-12-31	$265,546	15,235	-15.2%	Shares	Sole	2021-02-09
2020-09-30	$205,106	17,976	-42.3%	Shares	Sole	2020-11-03
2020-06-30	$335,227	31,155	+22.6%	Shares	Sole	2020-07-31
2020-03-31	$230,795	25,418	—	Shares	Sole	2020-05-01
No filing history on record for this holder in this stock.