CONTRAVISORY INVESTMENT MANAGEMENT, INC.

Position in IVZ — Invesco Ltd.

CIK 1365707 Norwell, MA

Position in IVZ

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$1,315,594

+$126,113 QoQ

Shares Held

49,852

+1.8% QoQ

Ownership

0.011%

of shares outstanding

% of Portfolio

0.25%

of 13F equity value

Holder Rank

#238

of 667 holders

Holding Since

Dec 2020

12 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

CONTRAVISORY INVESTMENT MANAGEMENT, INC. holds $4,458,682 across 14 Asset Management names. IVZ ranks #1 (29.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	IVZ	Invesco Ltd. This page	49,852	$1,315,594
2	NTRS	Northern Trust Corp	6,429	$1,117,617
3	BEN	Franklin Resources Inc	29,734	$989,250
4	GDV	Gabelli Dividend & Income Trust	19,145	$562,863
5	DNP	Dnp Select Income Fund Inc	10,800	$116,532
6	STT	State Street Corp	626	$106,169
7	PFG	Principal Financial Group Inc	769	$82,882
8	CEF	Sprott Physical Gold & Silver Trust	1,986	$79,896

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,315,594	49,852	+1.8%	Shares	Sole	2026-07-09
2026-03-31	$1,189,481	48,970	-0.4%	Shares	Sole	2026-04-20
2025-12-31	$1,290,960	49,142	+1165.9%	Shares	Sole	2026-01-12
2025-09-30	$89,053	3,882	+84.6%	Shares	Sole	2025-10-09
2025-06-30	$33,164	2,103	-95.5%	Shares	Sole	2025-07-10
2025-03-31	$709,880	46,795	+53.7%	Shares	Sole	2025-04-10
2023-06-30	$511,645	30,437	+2.0%	Shares	Sole	2023-07-12
2023-03-31	$489,343	29,838	+48.0%	Shares	Sole	2023-04-12
2021-09-30	$486,202	20,166	0.0%	Shares	Sole	2021-10-12
2021-06-30	$539,037	20,166	-1.7%	Shares	Sole	2021-07-14
2021-03-31	$517,337	20,513	-1.4%	Shares	Sole	2021-04-14
2020-12-31	$362,753	20,812	—	Shares	Sole	2021-01-13
No filing history on record for this holder in this stock.