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INVESCO AMERICAN FRANCHISE FUND CL A
INVESCO AMERICAN FRANCHISE FUND CL A. Institutional holdings reported to the SEC.
Institutional Holders (2016Q2)
Portfolio Summary: 3 Institutional holders with a total value of $162,638.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 WEALTHPLAN PARTNERS, LLC 462 7,380 4.54%
2 Estabrook Capital Management 1,457 23,297 14.32%
3 CT Financial Advisors LLC 8,253 131,961 81.14%

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.