Plotkin Financial Advisors, LLC

Position in IVZ — Invesco Ltd.

CIK 1826394 CHEVY CHASE, MD

Position in IVZ

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$690,197

+$175,843 QoQ

Shares Held

4,436

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.29%

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

Plotkin Financial Advisors, LLC holds $3,112,734 across 5 Asset Management names. IVZ ranks #2 (22.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PTY	Pimco Corporate & Income Opportunity Fund	127,711	$1,536,363
2	IVZ	Invesco Ltd. This page	4,436	$690,197
3	BX	Blackstone Inc.	3,779	$444,674
4	STT	State Street Corp	5,518	$295,819
5	KIO	KKR Income Opportunities Fund	12,938	$145,681

No holdings records found for this institution in IVZ.