Fortitude Family Office, LLC

Family Office

Position in IVZ — Invesco Ltd.

CIK 1950506 SCOTTSDALE, AZ

Position in IVZ

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$9,844,586

+$1,222,244 QoQ

Shares Held

482,796

+14.3% QoQ

Ownership

0.109%

of shares outstanding

% of Portfolio

1.92%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Fortitude Family Office, LLC holds $12,078,558 across 41 Asset Management names. IVZ ranks #1 (81.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	IVZ	Invesco Ltd. This page	482,796	$9,844,586
2	KKR	KKR & Co. Inc.	17,723	$1,626,616
3	BLK	BlackRock, Inc.	147	$141,349
4	BX	Blackstone Inc.	802	$94,371
5	AMP	Ameriprise Financial Inc	180	$82,576
6	PFG	Principal Financial Group Inc	248	$26,729
7	CRBG	Corebridge Financial, Inc.	879	$25,165
8	RJF	Raymond James Financial Inc	165	$25,084

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$13,010	493	+14.7%	Shares	Sole	2026-07-20
2026-03-31	$10,444	430	+37.8%	Shares	Sole	2026-04-16
2025-12-31	$8,196	312	+10.2%	Shares	Sole	2026-01-15
2025-09-30	$6,492	283	+4.4%	Shares	Sole	2025-10-17
2025-06-30	$4,273	271	-33.4%	Shares	Sole	2025-07-15
2025-03-31	$6,174	407	0.0%	Shares	Sole	2025-04-16
2024-12-31	$7,114	407	0.0%	Shares	Sole	2025-01-10
2024-09-30	$7,146	407	0.0%	Shares	Sole	2024-10-25
2024-06-30	$6,088	407	0.0%	Shares	Sole	2024-07-10
2024-03-31	$6,752	407	0.0%	Shares	Sole	2024-04-11
2023-12-31	$7,260	407	—	Shares	Sole	2024-01-12
No filing history on record for this holder in this stock.