Wedmont Private Capital

Position in IVZ — Invesco Ltd.

CIK 1904274 WEST CHESTER, PA

Position in IVZ

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

Position Value

$9,905,131

+$6,781,554 QoQ

Shares Held

74,786

+64.1% QoQ

Ownership

0.017%

of shares outstanding

% of Portfolio

0.27%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2021

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Wedmont Private Capital holds $28,266,511 across 28 Asset Management names. IVZ ranks #1 (35.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	IVZ	Invesco Ltd. This page	74,786	$9,905,131
2	STT	State Street Corp	36,269	$2,745,407
3	BLK	BlackRock, Inc.	2,506	$2,409,669
4	AMP	Ameriprise Financial Inc	3,574	$1,639,608
5	RJF	Raymond James Financial Inc	10,764	$1,636,450
6	BX	Blackstone Inc.	12,717	$1,496,409
7	PHYS	Sprott Physical Gold Trust	37,846	$1,141,813
8	MAIN	Main Street Capital CORP	16,928	$878,224

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$604,858	22,920	+1.4%	Shares	Sole	2026-07-13
2026-03-31	$549,196	22,610	+6.5%	Shares	Sole	2026-04-09
2025-12-31	$557,869	21,236	+2.2%	Shares	Sole	2026-01-08
2025-09-30	$476,693	20,780	+21.1%	Shares	Sole	2025-10-08
2025-06-30	$270,644	17,162	+39.1%	Shares	Sole	2025-07-10
2025-03-31	$187,197	12,340	-35.0%	Shares	Sole	2025-04-14
2024-12-31	$332,085	18,998	+16.5%	Shares	Sole	2025-01-13
2024-09-30	$286,473	16,314	+15.4%	Shares	Sole	2024-10-08
2024-06-30	$211,474	14,136	+0.0%	Shares	Sole	2024-07-15
2024-03-31	$234,433	14,131	+0.7%	Shares	Sole	2024-04-10
2023-12-31	$250,223	14,026	-9.2%	Shares	Sole	2024-01-09
2022-12-31	$277,747	15,439	—	Shares	Sole	2023-01-09
No filing history on record for this holder in this stock.