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Equibles

Range Advisory, LLC

Position in IVZ — Invesco Ltd.

CIK 2152629 NORFOLK, VA
Back to IVZ Full portfolio

Position in IVZ

as of Jun 30, 2026 · filed Sep 2, 2026
Position Value
$1,280,957
+$321,448 QoQ
Shares Held
4,228
+4.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.15%
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

Range Advisory, LLC holds $3,260,581 across 6 Asset Management names. IVZ ranks #1 (39.3% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 IVZ
Invesco Ltd.
This page 		4,228 $1,280,957
2 STT
State Street Corp
 12,422 $825,429
3 TROW
Price T Rowe Group Inc
 3,358 $381,771
4 KKR
KKR & Co. Inc.
 2,886 $264,877
5 BLK
BlackRock, Inc.
 264 $253,851
6 BX
Blackstone Inc.
 2,156 $253,696

No Holdings History

No holdings records found for this institution in IVZ.