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Equibles

Bernardo Wealth Planning LLC

Position in IVZ — Invesco Ltd.

CIK 1765595 HARLEYSVILLE, PA
Back to IVZ Full portfolio

Position in IVZ

as of Jun 30, 2026 · filed Jul 27, 2026
Position Value
$6,239,667
+$1,376,299 QoQ
Shares Held
20,595
+0.6% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
1.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
5 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

Bernardo Wealth Planning LLC holds $6,985,955 across 4 Asset Management names. IVZ ranks #1 (89.3% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 IVZ
Invesco Ltd.
This page 		20,595 $6,239,667
2 BX
Blackstone Inc.
 3,466 $407,844
3 STT
State Street Corp
 4,440 $238,028
4 LIEN
Chicago Atlantic BDC, Inc.
 10,278 $100,416

No Holdings History

No holdings records found for this institution in IVZ.