Brand Asset Management Group, Inc.

Position in IVZ — Invesco Ltd.

CIK 1748766 CHESTERFIELD, MO

Position in IVZ

as of Mar 31, 2026 · filed May 11, 2026 Compact

Position Value

$325,850

-$28,453 QoQ

Shares Held

13,415

-0.5% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.76%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2025

3 quarters on record

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

Financial Services · as of Mar 31, 2026

Brand Asset Management Group, Inc. holds $1,443,056 across 4 Asset Management names. IVZ ranks #3 (22.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ETY	Eaton Vance Tax-Managed Diversified Equity Income Fund	36,659	$505,527
2	NTRS	Northern Trust Corp	2,739	$382,282
3	IVZ	Invesco Ltd. This page	13,415	$325,850
4	BEN	Franklin Resources Inc	9,712	$229,397

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$325,850	13,415	-0.5%	Shares	Sole	2026-05-11
2025-12-31	$354,303	13,487	+27.7%	Shares	Sole	2026-02-11
2025-09-30	$242,292	10,562	—	Shares	Sole	2025-11-12
No filing history on record for this holder in this stock.