Lauer Wealth, LLC

Position in IVZ — Invesco Ltd.

CIK 1860063 VALPARAISO, IN

Position in IVZ

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$202,492

New position

Shares Held

6,200

first reported quarter

Ownership

0.001%

of shares outstanding

% of Portfolio

0.14%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Lauer Wealth, LLC holds $578,641 across 3 Asset Management names. IVZ ranks #2 (35.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	IIM	Invesco Value Municipal Income Trust	16,500	$210,045
2	IVZ	Invesco Ltd. This page	6,200	$202,492
3	ASST	Strive, Inc.	15,225	$166,104

No holdings records found for this institution in IVZ.