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Equibles

J. Derek Lewis & Associates Inc.

Position in IVZ — Invesco Ltd.

CIK 2077884 NEWPORT BEACH, CA
Back to IVZ Full portfolio

Position in IVZ

as of Jun 30, 2026 · filed Jul 31, 2026
Position Value
$1,814,273
+$405,337 QoQ
Shares Held
14,499
+32.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
3 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in IVZ Over Time

Shares Held

Position Value (USD)

Position in Asset Management

Financial Services · as of Jun 30, 2026

J. Derek Lewis & Associates Inc. holds $2,515,015 across 5 Asset Management names. IVZ ranks #1 (72.1% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 IVZ
Invesco Ltd.
This page 		14,499 $1,814,273
2 ASST
Strive, Inc.
 25,000 $272,750
3 NML
Neuberger Energy Infrastructure & Income Fund Inc.
 21,421 $217,208
4 DFDV
DeFi Development Corp.
 52,000 $152,880
5 FGC
FG Nexus Inc.
 11,200 $57,904

No Holdings History

No holdings records found for this institution in IVZ.