USA FINANCIAL FORMULAS

Position in IVZ — Invesco Ltd.

CIK 1534358 ADA, MI

Position in IVZ

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$496,343

New position

Shares Held

18,808

first reported quarter

Ownership

0.004%

of shares outstanding

% of Portfolio

0.31%

of 13F equity value

Holder Rank

#358

of 667 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

USA FINANCIAL FORMULAS holds $1,270,414 across 3 Asset Management names. IVZ ranks #2 (39.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	STT	State Street Corp	4,561	$773,545
2	IVZ	Invesco Ltd. This page	18,808	$496,343
3	SEIC	Sei Investments Co	6	$526

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$496,343	18,808	—	Shares	Sole	2026-08-04
No filing history on record for this holder in this stock.