Invesco Unclaimed Property: $81.5 Million Reported

• Invesco Investment Svcs Inc. turned over 7,639 unclaimed property records to the California State Controller, worth $81,523,727 combined.
• The largest category is Mutual Fund Shares, 4,597 records totaling $69,363,638.
• 1,237 of the records are worth $10,000 or more, and the average record is worth $10,672.
• California places no deadline on claiming this property; it is held until the owner or their heirs step forward.
• A recovery agreement cannot charge an upfront fee and is capped at 10 per cent of property reported under §1530.

What did Invesco Investment Svcs Inc. report to California?

Invesco Investment Svcs Inc. is one of thousands of businesses that file an annual holder report with the California State Controller, turning over accounts, checks, and securities that have gone unclaimed for a statutory period. Its filing covers 7,639 separate records with a combined value of $81,523,727. The average record is worth $10,672, and 1,237 records are worth $10,000 or more.

Holders in California generally file their notice report before 1 November each year and remit the property the following June, though insurers follow a different schedule. (Source: State Controller, Report Unclaimed Property) Once property reaches the Controller, it sits in the state’s custody, indexed by the original holder’s name, until the owner or an heir claims it.

What kinds of property are on the Invesco list?

The records break down into several property types, reflecting the nature of Invesco’s business as a mutual fund and retirement account manager:

• Mutual Fund Shares — 4,597 records, $69,363,638
• Traditional IRA – Mutual Funds — 894 records, $9,275,954
• Funds For Liquidation — 631 records, $559,065
• Traditional IRA – Cash — 496 records, $373,228
• Mutual/Money Market Funds — 315 records, $378,066
• Misc Outstanding Checks — 181 records, $249,799

Most of the value sits in fund shares and IRA holdings rather than cash, which matters for how a claim is documented and, in some cases, for how a notary must treat it. Claims involving securities must be notarized regardless of dollar value, unlike most cash claims under $1,000.

How do I check if any of this is mine?

Names on these records do not always match how you think of your own account. Mutual fund and IRA records are often listed under a maiden name, a joint owner, a trust, or an old mailing address from years ago. The only reliable way to know is to search the record itself rather than guess from the holder’s name alone.

We index 14,613,528 State Controller property records, including Invesco’s full filing, and you can search here by name to see what comes up. If you find a match, the next question is what documents the Controller will want before paying it out; our guide on what documents the State needs walks through that.

What does it cost to get Invesco property back?

If you claim directly in your own name, nothing about the property itself obliges you to pay anyone a fee. If you choose to have a firm locate and file for you, California law sets firm limits on what that firm can charge. A fee to locate, deliver, or recover property reported under Code of Civil Procedure §1530 — which is what holder filings like Invesco’s are — cannot exceed 10 per cent of what is recovered. (Source: Code of Civil Procedure §1582)

No fee can be collected before the Controller approves the claim and pays the owner, and any agreement must disclose the nature and value of the property, confirm the Controller holds it, and give the owner the ability to claim it directly. An owner can also challenge an agreement at any time if the consideration charged was excessive or unjust. We charge a percentage of what is recovered and nothing if nothing is recovered, consistent with these rules. See our page on what the law says about finder fees for the full detail.

Is there a deadline to claim it?

No. California holds unclaimed property indefinitely for the owner or their heirs to claim; there is no statutory cutoff for property like the Invesco records described here. The one exception is an estate that has been permanently escheated to the state through a separate legal process, which is not recoverable. That exception does not apply to the holder-reported mutual fund and IRA records in this filing.

If the original account holder has since died, the claim path is different from an individual claiming their own account. Our page on claiming as an heir or executor explains what probate courts and the Controller expect in that situation, and whether the money passed through county probate rather than a direct holder report changes which fee rules apply.

What we do next

We search our index for your name against the full Invesco filing and the rest of the State Controller’s records, tell you plainly whether anything matches, and explain what the Controller will need to pay it to you. If you would rather have someone handle the filing itself, including gathering the documentation and tracking the claim, our full-service recovery covers that, on the same percentage-of-recovery basis described above. If you simply want to confirm whether you are owed anything, start with a free search; there is no cost to find out.

Questions People Ask

Figures on this page are from our copy of the State Controller’s published file as it stood on 2 October 2026. The State republishes the file weekly, so current totals will differ. Search is always against the latest copy.