Ritter Daniher Financial Advisory LLC / DE
Position in IVZ — Invesco Ltd.
CIK 1936603
CINCINNATI, OH
Position in IVZ
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$9,431,690
+$2,220,274 QoQ
Shares Held
39,764
+2.6% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
1.44%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2023
8 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, 2026Ritter Daniher Financial Advisory LLC / DE holds $10,472,943 across 21 Asset Management names. IVZ ranks #1 (90.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IVZ |
Invesco Ltd.
This page
|
39,764 | $9,431,690 | |
| 2 | BTT |
BlackRock Municipal 2030 Target Term Trust
|
15,404 | $350,441 | |
| 3 | BPRE |
Bluerock Private Real Estate Fund
|
19,352 | $251,769 | |
| 4 | PHYS |
Sprott Physical Gold Trust
|
3,200 | $96,544 | |
| 5 | GLAD |
Gladstone Capital Corp
|
3,222 | $62,571 | |
| 6 | NPFD |
Nuveen Variable Rate Preferred & Income Fund
|
3,269 | $61,522 | |
| 7 | AMP |
Ameriprise Financial Inc
|
76 | $34,865 | |
| 8 | ASA |
ASA Gold & Precious Metals Ltd
|
500 | $26,020 |
No Holdings History
No holdings records found for this institution in IVZ.