American Institute for Advanced Investment Management, LLP
Position in IVZ — Invesco Ltd.
CIK 1805824
Scottsdale, AZ
Position in IVZ
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$641,806
+$65,604 QoQ
Shares Held
16,441
-0.1% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.36%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2020
21 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, 2026American Institute for Advanced Investment Management, LLP holds $4,193,458 across 6 Asset Management names. IVZ ranks #3 (15.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | STT |
State Street Corp
|
28,558 | $1,530,994 | |
| 2 | BUI |
BlackRock Utilities, Infrastructure & Power Opportunities Trust
|
38,140 | $1,106,441 | |
| 3 | IVZ |
Invesco Ltd.
This page
|
16,441 | $641,806 | |
| 4 | ETV |
Eaton Vance Tax-Managed Buy-Write Opportunities Fund
|
28,770 | $428,097 | |
| 5 | TY |
TRI-CONTINENTAL Corp
|
10,326 | $355,420 | |
| 6 | NVG |
Nuveen AMT-Free Municipal Credit Income Fund
|
10,211 | $130,700 |
No Holdings History
No holdings records found for this institution in IVZ.