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Equibles

Bay Capital Advisors, LLC

Position in IVZ — Invesco Ltd.

CIK 2055414 VIRGINIA BEACH, VA
Back to IVZ Full portfolio

Position in IVZ

as of Jun 30, 2026 · filed Jul 21, 2026
Position Value
$4,039,833
+$570,393 QoQ
Shares Held
152,867
-1.4% QoQ
Ownership
0.035%
of shares outstanding
% of Portfolio
2.18%
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, 2026

Bay Capital Advisors, LLC holds $4,720,745 across 4 Asset Management names. IVZ ranks #1 (85.6% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 IVZ
Invesco Ltd.
This page 		152,867 $4,039,833
2 CSQ
Calamos Strategic Total Return Fund
 13,379 $275,072
3 QQQX
Nuveen NASDAQ 100 Dynamic Overwrite Fund
 8,860 $267,040
4 FOF
Cohen & Steers Closed-End Opportunity Fund, Inc.
 10,000 $138,800

No Holdings History

No holdings records found for this institution in IVZ.