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Equibles

DENVER WEALTH MANAGEMENT, INC.

Position in IVZ — Invesco Ltd.

CIK 1909800 DENVER, CO
Back to IVZ Full portfolio

Position in IVZ

as of Jun 30, 2026 · filed Aug 7, 2026
Position Value
$88,351,750
+$17,416,871 QoQ
Shares Held
393,146
+2.0% QoQ
Ownership
0.089%
of shares outstanding
% of Portfolio
25.94%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2021
19 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in IVZ Over Time

Shares Held

Position Value (USD)

Position in Asset Management

Financial Services · as of Jun 30, 2026

DENVER WEALTH MANAGEMENT, INC. holds $90,091,296 across 4 Asset Management names. IVZ ranks #1 (98.1% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 IVZ
Invesco Ltd.
This page 		393,146 $88,351,750
2 EVT
Eaton Vance Tax-Advantaged Dividend Income Fund
 23,984 $663,877
3 STT
State Street Corp
 11,346 $608,259
4 ETG
Eaton Vance Tax-Advantaged Global Dividend Income Fund
 19,856 $467,410

No Holdings History

No holdings records found for this institution in IVZ.