MATHER GROUP, LLC.

Position in IVZ — Invesco Ltd.

CIK 1527641 CHICAGO, IL

Position in IVZ

as of Mar 31, 2026 · filed Apr 13, 2026 Compact

Position Value

$352,010

+$28,653 QoQ

Shares Held

14,492

+17.7% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2022

13 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Financial Services · as of Mar 31, 2026

MATHER GROUP, LLC. holds $10,617,901 across 66 Asset Management names. IVZ ranks #7 (3.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BLK	BlackRock, Inc.	1,685	$1,620,481
2	HTGC	Hercules Capital, Inc.	109,084	$1,611,170
3	BX	Blackstone Inc.	9,608	$1,104,823
4	NKX	Nuveen California Amt-Free Quality Municipal Income Fund	54,160	$644,504
5	AMP	Ameriprise Financial Inc	1,414	$628,381
6	NTRS	Northern Trust Corp	3,582	$499,939
7	IVZ	Invesco Ltd. This page	14,492	$352,010
8	ARES	Ares Management Corp	2,743	$299,261

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$352,010	14,492	+17.7%	Shares	Sole	2026-04-13
2025-12-31	$323,357	12,309	+16.6%	Shares	Sole	2026-01-13
2025-09-30	$242,154	10,556	-63.0%	Shares	Sole	2025-10-21
2025-03-31	$432,784	28,529	-20.6%	Shares	Sole	2025-04-25
2024-12-31	$627,969	35,925	+10.2%	Shares	Sole	2025-01-27
2024-09-30	$572,666	32,612	+25.4%	Shares	Sole	2024-10-07
2024-06-30	$388,974	26,001	+10.7%	Shares	Sole	2024-07-09
2024-03-31	$389,566	23,482	-0.4%	Shares	Sole	2024-04-09
2023-12-31	$420,595	23,576	+50.5%	Shares	Sole	2024-02-05
2023-09-30	$227,441	15,664	-65.1%	Shares	Sole	2023-11-13
2023-06-30	$753,525	44,826	+342.9%	Shares	Sole	2023-08-08
2022-12-31	$182,076	10,121	+2.0%	Shares	Sole	2023-03-10
2022-03-31	$228,709	9,918	—	Shares	Sole	2022-05-13
No filing history on record for this holder in this stock.