Seed Wealth Management, Inc.

Position in IVZ — Invesco Ltd.

CIK 1963728 EVANSTON, IL

Position in IVZ

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$2,168,816

+$12,415 QoQ

Shares Held

89,215

-0.8% QoQ

Ownership

0.020%

of shares outstanding

% of Portfolio

1.37%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Seed Wealth Management, Inc. holds $5,148,884 across 4 Asset Management names. IVZ ranks #1 (42.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	IVZ	Invesco Ltd. This page	89,215	$2,168,816
2	BTT	BlackRock Municipal 2030 Target Term Trust	59,170	$1,346,117
3	RPC	Ridgepost Capital, Inc.	166,893	$1,313,447
4	NPFD	Nuveen Variable Rate Preferred & Income Fund	17,030	$320,504

No holdings records found for this institution in IVZ.