Concord Wealth Partners

Position in IVZ — Invesco Ltd.

CIK 1814214 ABINGDON, VA

Position in IVZ

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$3,580,407

+$207,407 QoQ

Shares Held

203,019

-1.6% QoQ

Ownership

0.046%

of shares outstanding

% of Portfolio

0.41%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Concord Wealth Partners holds $5,853,956 across 25 Asset Management names. IVZ ranks #1 (61.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	IVZ	Invesco Ltd. This page	203,019	$3,580,407
2	BLK	BlackRock, Inc.	1,148	$1,103,870
3	HYT	Blackrock Corporate High Yield Fund, Inc.	35,554	$304,342
4	JPC	Nuveen Preferred & Income Opportunities Fund	31,296	$246,612
5	PDI	PIMCO Dynamic Income Fund	11,828	$197,527
6	PFG	Principal Financial Group Inc	878	$94,630
7	STT	State Street Corp	1,517	$81,326
8	PHYS	Sprott Physical Gold Trust	1,600	$48,272

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2024-03-31	$1,692	102	0.0%	Shares	Sole	2024-04-30
2023-12-31	$1,819	102	-80.5%	Shares	Sole	2024-04-30
2023-09-30	$7,579	522	-12.6%	Shares	Sole	2024-04-30
2023-06-30	$10,035	597	+239.2%	Shares	Sole	2023-08-08
2023-03-31	$2,886	176	-72.6%	Shares	Sole	2023-04-26
2022-12-31	$11,567	643	-64.9%	Shares	Sole	2023-01-30
2022-06-30	$29,534	1,831	-5.6%	Shares	Sole	2022-08-04
2022-03-31	$44,736	1,940	-0.7%	Shares	Sole	2022-04-20
2021-12-31	$44,958	1,953	+75.6%	Shares	Sole	2022-01-21
2021-09-30	$26,810	1,112	+257.6%	Shares	Sole	2021-11-09
2021-06-30	$8,313	311	+46.7%	Shares	Sole	2021-07-29
2021-03-31	$5,346	212	—	Shares	Sole	2021-05-13
No filing history on record for this holder in this stock.