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IVZ · Invesco Ltd.

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TEAM-0.32% 13F +439META+3.01% 13F +2,694RCG-2.04% CLUSTERUTHR-4.03% 13F +425CRWV+4.49% 13F +693CRM+2.92% 13F +1,018CVNA-0.98% 13F +794TPL-0.71% 13F +444NET+4.32% 13F +710MSTR+17.56% 13F +526DELL+4.91% 13F +1,203CRWD+5.68% 13F +1,382ANET+1.22% 13F +1,323COIN+10.14% 13F +475TEAM-0.32% 13F +439META+3.01% 13F +2,694RCG-2.04% CLUSTERUTHR-4.03% 13F +425CRWV+4.49% 13F +693CRM+2.92% 13F +1,018CVNA-0.98% 13F +794TPL-0.71% 13F +444NET+4.32% 13F +710MSTR+17.56% 13F +526DELL+4.91% 13F +1,203CRWD+5.68% 13F +1,382ANET+1.22% 13F +1,323COIN+10.14% 13F +475

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IVZ

Name: Invesco Ltd. (IVZ) insider trading and ownership data
Creator: WaveMan
License: https://wave-man.com/terms

Invesco Ltd.

FINANCIAL SERVICES · INVESTMENT ADVICE · CIK 0000914208

CONGRESS · 1☆ WATCH

INSIDER NET · 180D

open-market buys minus sells, Form 4 codes P and S

INSIDER BUYERS · 180D

CONGRESS BUYERS · 1Y

FUNDS ADDED · QTR

2,456

13F, latest reported quarter

REVENUE GROWTH

+5.1%

XBRL, annual

NET MARGIN

-2.7%

CONVERSIONS · 180D

codes C/M, not in net · $0 priced

SEVEN FACTS, RANKED AGAINST THE SECTOR · RANK IS NOT A FORECAST

INSIDERS

no Form 4 purchases or sales on file

CONGRESS

1 member bought in the last year

the lowest in Financial Services

FUNDS

2,456 funds added or opened last quarter

the highest in Financial Services

REVENUE

+5.1% year over year

below 59% of Financial Services

MARGIN

-2.7% net margin

below 57% of Financial Services

BUYBACKS

$119.6M repurchased, FY to 2026-06-30

more than 68% of Financial Services

SHORT

3.7% of shares outstanding short · 3.1 days to cover · settled 2026-07-31

more than 68% of Financial Services

THE SITUATION · EVERY LINE IS ONE RULE OVER ONE DATASET

2,456 funds added or opened positions in the latest 13F quarter, of 4,271 holders.

1 member of Congress reported buying it this year.

The year, with the filings on it

Total return indexed to 100 over the last 12 months · every marker is a federal filing, placed at its date — hover any marker for the detail

TOTAL 12M RETURN +55.9%

+55.9%12M

INSIDER SELL

INDEXED RETURN, DIVIDEND-ADJUSTED — NOT A PRICE CHART · LARGE TRADES DRAWN FIRST WHEN A NAME FILES HEAVILY

Live price

Daily candles from TradingView, on their licence — no filings are marked on this one

WHY THIS NAME IS ON THE DESK

The complete filing record, in one place.

The record shows 2,456 funds added last quarter, 1 Congress member(s) bought in 12 months. Every figure is a federal filing, dated the day it became public.

Backtest this pattern Open the screener

Same sector, ranked by filing activity

Sector from the SEC's own SIC classification

MSTR COIN MORN UPST IBKR CACC ARES HOOD RKT SCHW DAVE GS

Insider transactions

Form 4 purchases and sales (codes P and S) — grants, option exercises and preferred conversions excluded

No insider purchases or sales are on record for Invesco Ltd. in the period covered. Source: SEC Form 4 filings, as of 2026-09-05.

INSIDER

FILED

VALUE

Sharp Douglas J

Senior Managing Director

SELL

2025-10-31

160,000.0

$3.8M

Butcher Stephanie

Senior Managing Director

SELL

2025-09-10

103,192.0

$2.3M

FLANAGAN MARTIN L

President & CEO

SELL

2023-03-01

232,413.0

$4.1M

TRIAN FUND MANAGEMENT, L.P.

—

SELL

2023-01-30

786,378.0

$14.2M

TRIAN FUND MANAGEMENT, L.P.

—

SELL

2023-01-27

2,367,477.0

$43.6M

30 TRANSACTIONS ON RECORD

Showing the most recent few. Create a free account to see 25 more transactions on record, the cross-source screener and CSV export. We store only your email address, and there is no password to create.

Institutional holders

13F · holdings as of the latest quarter funds have reported

MORGAN STANLEY

238,832,186.0 sh

$17.3B

BANK OF AMERICA CORP /DE/

328,996,606.0 sh

$16.8B

LPL Financial LLC

223,699,841.0 sh

$16.0B

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

55,971,033.0 sh

$8.9B

WELLS FARGO & COMPANY/MN

171,824,260.0 sh

$6.6B

SCHEDULE 13D/G

No 5%+ ownership filings

Nobody has crossed 5% with a filing obligation. Absence is a fact here, not missing data.

FORM 144

No planned-sale notices

No insider has notified an intent to sell. This is the panel to watch after a run-up.

Fund concentration

N-PORT · funds ranked by how much of THEMSELVES they put in this stock — the conviction number 13F cannot show

ETC Cabana Target Leading Sector Moderate ETF

$28.2M POSITION · AS OF 2026-04-30

30.4%

Ocean Park High Income ETF

$3.4M POSITION · AS OF 2026-03-31

29.9%

BHILL Fund

$9.3M POSITION · AS OF 2026-03-31

17.5%

Quantified Rising Dividend Tactical Fund

$2.4M POSITION · AS OF 2026-03-31

17.4%

Quantified Rising Dividend Tactical Fund

$2.4M POSITION · AS OF 2026-03-31

17.4%

Mohr Sector Nav ETF

$4.4M POSITION · AS OF 2026-03-31

17.3%

SEC N-PORT, MONTHLY WITH A ~60-DAY PUBLIC LAG · FUNDS ≥ $10M · % = SHARE OF THE FUND'S OWN BOOK

Fundamentals

Annual figures from XBRL filings · pick a past date to see them exactly as the market knew them then — restatements and all

	2025-12	2024-12	2023-12	2022-12
REVENUE	$6.4B	$6.1B	$5.7B	$6.0B
OPERATING INCOME	$-695.7M	$832.1M	$-434.8M	$1.3B
NET INCOME	$-174.8M	$752.4M	$-168.2M	$683.9M
EPS (DILUTED)	-1.60	1.18	-0.73	1.49
OPERATING CASH FLOW	$1.5B	$1.2B	$1.3B	$703.2M
CASH	$1.0B	$986.5M	$1.5B	$1.2B
LONG-TERM DEBT	$1.8B	$890.6M	$1.5B	$1.5B
BUYBACKS	$123.6M	$79.3M	$187.5M	$244.7M
DIVIDENDS PAID	$377.3M	$371.5M	$357.9M	$334.8M

SEC XBRL · FISCAL-YEAR PERIODS · AS KNOWN ON 2026-09-05 · NOBODY ELSE SHOWS FUNDAMENTALS AS OF A PAST DATE