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Equibles

Fragasso Financial Advisors Inc

Position in IVZ — Invesco Ltd.

CIK 1613331 SEWICKLEY, PA
Back to IVZ Full portfolio

Position in IVZ

as of Jun 30, 2026 · filed Jul 9, 2026
Position Value
$996,092
+$343,640 QoQ
Shares Held
21,457
+4.2% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
6 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

Fragasso Financial Advisors Inc holds $3,518,379 across 5 Asset Management names. IVZ ranks #2 (28.3% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 BX
Blackstone Inc.
 15,782 $1,857,067
2 IVZ
Invesco Ltd.
This page 		21,457 $996,092
3 KKR
KKR & Co. Inc.
 2,604 $238,995
4 NMZ
Nuveen Municipal High Income Opportunity Fund
 20,190 $213,408
5 FHI
Federated Hermes, Inc.
 3,854 $212,817

No Holdings History

No holdings records found for this institution in IVZ.