MinichMacGregor Wealth Management, LLC
Position in IVZ — Invesco Ltd.
CIK 1744318
Saratoga Springs, NY
Position in IVZ
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$250,493
+$25,398 QoQ
Shares Held
9,492
+2.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#457
of 667 holders
Holding Since
Sep 2025
4 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, 2026MinichMacGregor Wealth Management, LLC holds $985,861 across 3 Asset Management names. IVZ ranks #3 (25.4% of the industry book) .
All Filings in IVZ
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $250,493 | 9,492 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $225,095 | 9,267 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $280,011 | 10,659 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $299,160 | 13,041 | Shares | Sole | 2025-10-28 | |
| No filing history on record for this holder in this stock. | ||||||