CX Institutional

Position in IVZ — Invesco Ltd.

CIK 1737089 AUBURN, IN

Position in IVZ

as of Jun 30, 2026 · filed Jul 2, 2026 Compact

Position Value

$431,687

+$39,817 QoQ

Shares Held

16,358

+1.4% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#19

of 50 holders

Holding Since

Mar 2020

16 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Financial Services · as of Jun 30, 2026

CX Institutional holds $13,060,782 across 49 Asset Management names. IVZ ranks #7 (3.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMP	Ameriprise Financial Inc	10,540	$4,835,330
2	STT	State Street Corp	9,788	$1,660,044
3	BPRE	Bluerock Private Real Estate Fund	81,360	$1,058,493
4	RJF	Raymond James Financial Inc	4,957	$753,612
5	BLK	BlackRock, Inc.	633	$608,667
6	BX	Blackstone Inc.	4,615	$543,047
7	IVZ	Invesco Ltd. This page	16,358	$431,687
8	APO	Apollo Global Management, Inc.	3,409	$403,318

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$431,687	16,358	+1.4%	Shares	Sole	2026-07-02
2026-03-31	$391,870	16,133	-5.4%	Shares	Sole	2026-04-06
2025-12-31	$447,877	17,049	+3.0%	Shares	Sole	2026-02-02
2025-09-30	$379,702	16,552	-1.6%	Shares	Sole	2025-10-23
2025-06-30	$265,393	16,829	+50.5%	Shares	Sole	2025-07-16
2025-03-31	$169,661	11,184	+3.5%	Shares	Sole	2025-04-15
2024-12-31	$188,818	10,802	-93.8%	Shares	Sole	2025-01-21
2022-09-30	$2,373,730	173,265	+35698.6%	Shares	Sole	2022-11-04
2022-06-30	$7,806	484	-37.9%	Shares	Sole	2022-08-02
2021-09-30	$18,781	779	+14.4%	Shares	Sole	2021-11-10
2021-06-30	$18,203	681	+25.0%	Shares	Sole	2021-08-04
2021-03-31	$13,744	545	+21.1%	Shares	Sole	2021-04-15
2020-12-31	$7,843	450	+5.6%	Shares	Sole	2021-01-12
2020-09-30	$4,860	426	+806.4%	Shares	Sole	2020-10-13
2020-06-30	$505	47	-83.6%	Shares	Sole	2020-08-06
2020-03-31	$2,605	287	—	Shares	Sole	2020-04-29
No filing history on record for this holder in this stock.