Baltimore-Washington Financial Advisors, Inc.
Position in IVZ — Invesco Ltd.
CIK 1555486
Columbia, MD
Position in IVZ
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$74,554,654
+$73,319,075 QoQ
Shares Held
604,450
+2838.6% QoQ
Ownership
0.137%
of shares outstanding
% of Portfolio
2.79%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2022
15 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in IVZ Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Baltimore-Washington Financial Advisors, Inc. holds $108,732,090 across 8 Asset Management names. IVZ ranks #1 (68.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IVZ |
Invesco Ltd.
This page
|
604,450 | $74,554,654 | |
| 2 | BLK |
BlackRock, Inc.
|
19,558 | $18,806,190 | |
| 3 | ARCC |
Ares Capital Corp
|
664,980 | $12,322,079 | |
| 4 | BX |
Blackstone Inc.
|
7,394 | $870,051 | |
| 5 | TY |
TRI-CONTINENTAL Corp
|
24,416 | $840,398 | |
| 6 | SOR |
Source Capital /De/
|
14,067 | $646,659 | |
| 7 | EMF |
Templeton Emerging Markets Fund
|
19,081 | $443,060 | |
| 8 | TDF |
Templeton Dragon Fund Inc
|
22,865 | $248,999 |
No Holdings History
No holdings records found for this institution in IVZ.