Snowden Capital Advisors LLC

Position in IVZ — Invesco Ltd.

CIK 1903055 New York, NY

Position in IVZ

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$9,016,530

+$2,507,594 QoQ

Shares Held

97,551

+10.7% QoQ

Ownership

0.022%

of shares outstanding

% of Portfolio

0.21%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Snowden Capital Advisors LLC holds $57,502,985 across 48 Asset Management names. IVZ ranks #1 (15.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	IVZ	Invesco Ltd. This page	97,551	$9,016,530
2	BLK	BlackRock, Inc.	8,999	$8,653,078
3	STT	State Street Corp	155,214	$8,611,112
4	EXG	Eaton Vance Tax-Managed Global Diversified Equity Income Fund	659,084	$6,465,614
5	BX	Blackstone Inc.	53,209	$6,261,103
6	GBDC	GOLUB CAPITAL BDC, Inc.	215,791	$2,779,388
7	APO	Apollo Global Management, Inc.	13,993	$1,655,511
8	CSQ	Calamos Strategic Total Return Fund	71,588	$1,471,849

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2023-06-30	$380,746	22,650	-54.8%	Shares	Sole	2023-08-14
2023-03-31	$821,525	50,093	-1.2%	Shares	Sole	2023-05-15
2022-12-31	$911,823	50,685	+4.4%	Shares	Sole	2023-02-13
2022-09-30	$665,326	48,564	+21.3%	Shares	Sole	2022-11-09
2022-06-30	$645,796	40,037	+27.4%	Shares	Sole	2022-08-12
2022-03-31	$724,545	31,420	+487.2%	Shares	Sole	2022-05-16
2021-12-31	$123,180	5,351	-48.8%	Shares	Sole	2022-02-14
2021-09-30	$252,045	10,454	+0.2%	Shares	Sole	2024-02-06
2021-06-30	$278,847	10,432	-0.6%	Shares	Sole	2024-01-08
2021-03-31	$264,633	10,493	+3.5%	Shares	Sole	2024-01-08
2020-12-31	$176,757	10,141	+0.3%	Shares	Sole	2024-01-08
2020-09-30	$115,309	10,106	-29.9%	Shares	Sole	2024-01-08
2020-06-30	$155,051	14,410	—	Shares	Sole	2024-01-08
No filing history on record for this holder in this stock.