SIMPLEX TRADING, LLC

Position in IVZ — Invesco Ltd.

CIK 1488542 CHICAGO, IL

Position in IVZ

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$4,922,427

-$682,388 QoQ

Shares Held

76,461

-59.9% QoQ

Ownership

0.017%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

#1,031

of 2,914 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

SIMPLEX TRADING, LLC holds $25,776,678 across 58 Asset Management names. IVZ ranks #2 (19.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TPG	TPG Inc.	128,520	$5,211,486
2	IVZ	Invesco Ltd. This page	76,461	$4,922,427
3	KKR	KKR & Co. Inc.	52,985	$4,862,963
4	BX	Blackstone Inc.	25,133	$2,957,400
5	CG	Carlyle Group Inc.	25,415	$1,070,225
6	APO	Apollo Global Management, Inc.	7,648	$904,834
7	ASST	Strive, Inc.	77,191	$842,153
8	WT	WisdomTree, Inc.	30,676	$519,651

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$250,187	10,300	-81.3%	Shares	Sole	2026-05-14
2025-12-31	$1,444,955	55,004	+786.0%	Shares	Sole	2026-02-11
2025-09-30	$142,411	6,208	-70.4%	Shares	Sole	2025-11-12
2025-06-30	$330,413	20,952	+43.6%	Shares	Sole	2025-08-05
2025-03-31	$221,330	14,590	-88.4%	Shares	Sole	2025-05-12
2024-12-31	$2,197,830	125,734	-23.2%	Shares	Sole	2025-02-11
2024-09-30	$2,873,430	163,635	+5.5%	Shares	Sole	2024-11-08
2024-06-30	$2,319,787	155,066	+225.0%	Shares	Sole	2024-07-25
2024-03-31	$791,641	47,718	+427.9%	Shares	Sole	2024-04-25
2023-12-31	$161,273	9,040	+118.5%	Shares	Sole	2024-02-02
2023-03-31	$67,846	4,137	-94.1%	Shares	Sole	2023-04-27
2022-12-31	$1,253,345	69,669	-6.0%	Shares	Sole	2023-02-02
2022-09-30	$1,015,238	74,105	+238.1%	Shares	Sole	2022-11-04
2022-06-30	$353,521	21,917	-36.7%	Shares	Sole	2022-08-03
2021-12-31	$797,619	34,649	—	Shares	Sole	2022-02-23
No filing history on record for this holder in this stock.