Comprehensive Financial Planning, Inc./PA
Position in IVZ — Invesco Ltd.
CIK 2044855
EAST PETERSBURG, PA
Position in IVZ
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$3,167,317
+$652,021 QoQ
Shares Held
13,004
-4.1% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
1.70%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
7 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, 2026Comprehensive Financial Planning, Inc./PA holds $3,842,278 across 10 Asset Management names. IVZ ranks #1 (82.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IVZ |
Invesco Ltd.
This page
|
13,004 | $3,167,317 | |
| 2 | STT |
State Street Corp
|
11,154 | $597,965 | |
| 3 | PFG |
Principal Financial Group Inc
|
381 | $41,064 | |
| 4 | BX |
Blackstone Inc.
|
200 | $23,534 | |
| 5 | ECAT |
BlackRock ESG Capital Allocation Term Trust
|
500 | $7,860 | |
| 6 | AGD |
abrdn Global Dynamic Dividend Fund
|
216 | $2,615 | |
| 7 | FPF |
First Trust Intermediate Duration Preferred & Income Fund
|
46 | $835 | |
| 8 | VRTS |
Virtus Investment Partners, Inc.
|
4 | $574 |
No Holdings History
No holdings records found for this institution in IVZ.