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Plan Group Financial, LLC

SEC CIK
0001940033
Latest filing
Aug 3, 2026

IVZ holding history

Invesco Ltd. in every 13F filed by Plan Group Financial, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

IVZ overviewAll 13F holders of IVZFull Q2 2026 holdings

Shares (Q2 2026)
8,152
Value
$215.1K
% of portfolio
<0.1%
Quarters held
1
Since Q2 2026
Holdings of IVZ by Plan Group Financial, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20268,152$215.1K<0.1%+8,152NewHolders