Skip to main content
Equibles

SOA Wealth Advisors, LLC.

Position in IVZ — Invesco Ltd.

CIK 1849444 NEW YORK, NY
Back to IVZ Full portfolio

Position in IVZ

as of Jun 30, 2026 · filed Jul 21, 2026
Position Value
$493,171
+$45,364 QoQ
Shares Held
17,827
+1.1% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
23 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in IVZ Over Time

Shares Held

Position Value (USD)

Position in Asset Management

Financial Services · as of Jun 30, 2026

SOA Wealth Advisors, LLC. holds $7,786,690 across 56 Asset Management names. IVZ ranks #3 (6.3% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 AMP
Ameriprise Financial Inc
 9,686 $4,443,549
2 STT
State Street Corp
 16,398 $879,212
3 IVZ
Invesco Ltd.
This page 		17,827 $493,171
4 BX
Blackstone Inc.
 3,207 $377,367
5 AWF
Alliancebernstein Global High Income Fund Inc
 20,870 $214,961
6 BLK
BlackRock, Inc.
 6,457 $175,159
7 APO
Apollo Global Management, Inc.
 1,397 $165,279
8 MAIN
Main Street Capital CORP
 2,923 $151,645

All Filings in IVZ

Export CSV
23 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $184 7
2026-03-31 $170 7
2025-12-31 $183 7
2025-09-30 $160 7
2025-06-30 $110 7
2025-03-31 $106 7
2024-12-31 $122 7
2024-09-30 $122 7
2024-06-30 $104 7
2024-03-31 $116 7
2023-12-31 $124 7
2023-09-30 $101 7
2023-06-30 $100 6
2023-03-31 $98 6
2022-12-31 $107 6
2022-09-30 $82 6
2022-06-30 $96 6
2022-03-31 $138 6
2021-12-31 $138 6
2021-09-30 $144 6
2021-06-30 $133 5
2021-03-31 $126 5
2020-12-31 $87 5