Sowell Financial Services LLC

Position in IVZ — Invesco Ltd.

CIK 1633697 NORTH LITTLE ROCK, AR

Position in IVZ

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$22,932,341

+$5,178,451 QoQ

Shares Held

283,447

+1.7% QoQ

Ownership

0.064%

of shares outstanding

% of Portfolio

0.75%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Sowell Financial Services LLC holds $81,238,099 across 66 Asset Management names. IVZ ranks #1 (28.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	IVZ	Invesco Ltd. This page	283,447	$22,932,341
2	STT	State Street Corp	200,394	$10,743,122
3	BTZ	Blackrock Credit Allocation Income Trust	761,468	$7,782,202
4	BN	BROOKFIELD Corp /ON/	122,009	$5,196,363
5	LIEN	Chicago Atlantic BDC, Inc.	511,387	$4,996,250
6	FLC	Flaherty & Crumrine Total Return Fund Inc	204,611	$3,457,925
7	FFC	Flaherty & Crumrine PREFERRED & INCOME SECURITIES FUND INC	112,147	$1,825,753
8	JQC	Nuveen Credit Strategies Income Fund	321,246	$1,561,255

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2022-06-30	$340,343	21,100	+3.1%	Shares	Sole	2022-08-15
2022-03-31	$471,922	20,465	+61.1%	Shares	Sole	2022-05-13
2021-12-31	$292,469	12,705	+20.1%	Shares	Sole	2022-02-09
2021-09-30	$255,011	10,577	+13.1%	Shares	Sole	2021-11-04
2021-03-31	$235,933	9,355	-65.2%	Shares	Sole	2021-05-07
2020-12-31	$469,163	26,917	+91.3%	Shares	Sole	2021-01-13
2020-09-30	$160,527	14,069	+16.5%	Shares	Sole	2020-11-12
2020-06-30	$129,894	12,072	-48.1%	Shares	Sole	2020-08-13
2020-03-31	$211,327	23,274	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.