Invesco Ltd.
IT ˙ BIT ˙ BMG491BT1088
23,29 € 0,00 (0,00%)
2026-06-05
DEL PRIS
SecurityIT:1IVZ / Invesco Ltd.
InstitutionIFP Advisors, Inc
Latest Disclosed Ownership7,119 shares
Latest Disclosed Value $ 172,921
IFP Advisors, Inc reports 117.57% increase in ownership of 1IVZ / Invesco Ltd.

On April 13, 2026 - IFP Advisors, Inc filed a 13F-HR form disclosing ownership of 7,119 shares of Invesco Ltd. (IT:1IVZ) valued at $146,473 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 3,272 shares of Invesco Ltd.. This represents a change in shares of 117.57% during the quarter. The current value of the position is $165,802 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-13 2026-03-31 13F INVESCO cs G491BT108 7,119 3,847 117.57 173 102.35 0.0036
2026-02-06 2025-12-31 13F INVESCO cs G491BT108 3,272 1,262 62.79 86 84.78 0.0019
2026-02-06 2025-09-30 13F/A-1 INVESCO cs G491BT108 2,010 -117 -5.50 46 39.39 0.0012
2025-12-02 2025-09-30 13F INVESCO cs G491BT108 2,010 -117 46 0.0012
2025-07-24 2025-06-30 13F INVESCO cs G491BT108 2,127 761 55.71 34 65.00 0.0010
2025-05-05 2025-03-31 13F INVESCO cs G491BT108 1,366 104 8.24 21 -9.09 0.0006
2025-02-04 2024-12-31 13F INVESCO cs G491BT108 1,262 718 131.99 22 144.44 0.0007
2025-02-04 2024-09-30 13F INVESCO cs G491BT108 544 189 53.24 10 80.00 0.0003
2024-07-30 2024-06-30 13F INVESCO cs G491BT108 355 45 14.52 5 0.00 0.0002
2024-07-30 2024-03-31 13F INVESCO cs G491BT108 310 12 4.03 5 0.00 0.0002
2024-01-09 2023-12-31 13F INVESCO cs G491BT108 298 115 62.84 5 150.00 0.0003
2023-10-12 2023-09-30 13F INVESCO cs G491BT108 183 -9,833 -98.17 3 -98.81 0.0001
2023-08-14 2023-06-30 13F/A-1 INVESCO cs G491BT108 10,016 -347 -3.35 168 -41.46 0.0070
2023-08-04 2023-06-30 13F INVESCO cs G491BT108 10,016 -347 278 0.0128
2023-04-18 2023-03-31 13F INVESCO cs G491BT108 10,363 -5,678 -35.40 287 0.0125
2023-02-07 2022-12-31 13F INVESCO cs G491BT108 16,041 -3,660 -18.58 0 -100.00 0.0119
2022-11-08 2022-09-30 13F INVESCO cs G491BT108 19,701 2,567 14.98 548 14.88 0.0143
2022-09-06 2022-06-30 13F/A-1 INVESCO cs G491BT108 17,134 0 0.00 477 0.00 0.0153
2022-09-06 2022-03-31 13F/A-1 INVESCO cs G491BT108 17,134 7,100 70.76 477 105.60 0.0153
2022-08-08 2022-03-31 13F INVESCO LTD SHS Stock G491BT108 10,187 153 285 0.0058
2022-01-12 2021-12-31 13F INVESCO LTD SHS Stock G491BT108 10,034 -1,003 -9.09 232 -13.11 0.0045
2021-10-06 2021-09-30 13F INVESCO LTD SHS Stock G491BT108 11,037 -2,105 -16.02 267 -23.93 0.0053
2021-07-13 2021-06-30 13F INVESCO LTD SHS Stock G491BT108 13,142 -151,976 -92.04 351 -91.57 0.0073
2021-04-30 2021-03-31 13F INVESCO LTD SHS Stock G491BT108 165,118 162,475 6,147.37 4,162 9,359.09 0.0810
2021-01-25 2020-12-31 13F INVESCO LTD SHS Stock G491BT108 2,643 -234 -8.13 44 41.94 0.0018
2020-10-29 2020-09-30 13F INVESCO LTD SHS Stock G491BT108 2,877 59 2.09 31 10.71 0.0019
2020-08-05 2020-06-30 13F INVESCO LTD SHS Stock G491BT108 2,818 -1,104 -28.15 28 -24.32 0.0022
2020-05-12 2020-03-31 13F INVESCO LTD SHS Stock G491BT108 3,922 -3,940 -50.11 37 -73.38 0.0037
2020-01-17 2019-12-31 13F INVESCO LTD SHS Stock G491BT108 7,862 443 5.97 139 8.59 0.0104
2019-11-07 2019-09-30 13F INVESCO LTD SHS Stock G491BT108 7,419 6,517 722.51 128 652.94 0.0086
2019-05-15 2019-03-31 13F INVESCO Stock G491BT108 902 -6,304 -87.48 17 -85.71 0.0023
2019-06-03 2018-12-31 13F/A-10 INVESCO PLC NEW SPONSORED ADR Stock G491BT108 7,206 126 1.78 119 -26.54 0.0073
2019-01-23 2018-12-31 13F INVESCO PLC NEW SPONSORED ADR Stock G491BT108 7,206 126 119 0.0073
2019-06-03 2018-09-30 13F/A-9 INVESCO PLC NEW SPONSORED ADR Stock G491BT108 7,080 1,438 25.49 162 8.00 0.0066
2018-10-25 2018-09-30 13F INVESCO PLC NEW SPONSORED ADR Stock G491BT108 7,080 1,438 162 0.0066
2019-06-03 2018-06-30 13F/A-8 INVESCO PLC NEW SPONSORED ADR Stock G491BT108 5,642 -12,972 -69.69 150 -77.94 0.0063
2018-08-07 2018-06-30 13F INVESCO PLC NEW SPONSORED ADR Stock G491BT108 5,642 -11,735 150
2019-06-03 2018-03-31 13F/A-7 INVESCO LTD SHS Stock G491BT108 18,614 0 0.00 680 0.00 0.0308
2018-05-09 2018-03-31 13F INVESCO PLC NEW SPONSORED ADR Stock G491BT108 17,377 -1,237 556
2019-06-03 2017-12-31 13F/A-6 INVESCO LTD SHS Stock G491BT108 18,614 -1,769 -8.68 680 -4.76 0.0308
2018-01-24 2017-12-31 13F INVESCO LTD SHS Stock G491BT108 18,614 -1,769 680
2017-10-30 2017-09-30 13F INVESCO LTD SHS Stock G491BT108 20,383 2,418 13.46 714 12.97 0.0284
2019-06-03 2017-06-30 13F/A-5 INVESCO LTD SHS Stock G491BT108 17,965 14,015 354.81 632 422.31 0.0268
2017-07-31 2017-06-30 13F INVESCO LTD SHS Stock G491BT108 17,965 14,015 632
2019-06-03 2017-03-31 13F/A-4 INVESCO LTD SHS Stock G491BT108 3,950 221 5.93 121 7.08 0.0053
2017-04-26 2017-03-31 13F INVESCO LTD SHS Stock G491BT108 3,950 221 121
2019-06-03 2016-12-31 13F/A-3 INVESCO LTD SHS Stock G491BT108 3,729 235 6.73 113 3.67 0.0055
2017-02-14 2016-12-31 13F INVESCO LTD SHS Stock G491BT108 3,729 235 113
2016-11-04 2016-09-30 13F INVESCO LTD SHS Stock G491BT108 3,494 839 31.60 109 60.29 0.0057
2019-06-03 2016-06-30 13F/A-2 INVESCO LTD SHS Stock G491BT108 2,655 1,753 194.35 68 300.00 0.0038
2016-08-22 2016-06-30 13F INVESCO LTD SHS Stock G491BT108 2,655 1,753 68
2019-06-03 2016-03-31 13F/A-1 INVESCO Stock G491BT108 902 -270 -23.04 17 -56.41 0.0023
2016-05-02 2016-03-31 13F INVESCO LTD SHS Stock G491BT108 1,402 230 43
2016-02-11 2015-12-31 13F INVESCO LTD SHS Stock G491BT108 1,172 1,172 39 0.0026
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.