Skip to main content
Equibles

Avise Financial Cooperative, Inc.

Position in IVZ — Invesco Ltd.

CIK 2013342 LOS ANGELES, CA
Back to IVZ Full portfolio

Position in IVZ

as of Jun 30, 2026 · filed Aug 6, 2026
Position Value
$3,798,552
+$860,110 QoQ
Shares Held
19,108
+0.6% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
2.71%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
3 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

Avise Financial Cooperative, Inc. holds $5,027,801 across 4 Asset Management names. IVZ ranks #1 (75.6% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 IVZ
Invesco Ltd.
This page 		19,108 $3,798,552
2 DTF
Dtf Tax-Free Income 2028 Term Fund Inc
 46,934 $542,087
3 BTT
BlackRock Municipal 2030 Target Term Trust
 23,163 $526,958
4 ZTR
Virtus Total Return Fund Inc.
 23,456 $160,204

No Holdings History

No holdings records found for this institution in IVZ.