Gradient Investments LLC

Position in IVZ — Invesco Ltd.

CIK 1542265 ARDEN HILLS, MN

Position in IVZ

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$741,875

+$674,137 QoQ

Shares Held

28,112

+520.8% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#304

of 663 holders

Holding Since

Mar 2020

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Gradient Investments LLC holds $7,444,961 across 5 Asset Management names. IVZ ranks #4 (10.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PSLV	Sprott Physical Silver Trust	135,005	$2,547,544
2	AMG	Affiliated Managers Group, Inc.	7,065	$2,390,796
3	RJF	Raymond James Financial Inc	10,140	$1,541,584
4	IVZ	Invesco Ltd. This page	28,112	$741,875
5	PDI	PIMCO Dynamic Income Fund	13,363	$223,162

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$741,875	28,112	+520.8%	Shares	Sole	2026-07-08
2024-06-30	$67,738	4,528	+1851.7%	Shares	Sole	2024-07-18
2024-03-31	$3,848	232	-12.5%	Shares	Sole	2024-04-23
2023-12-31	$4,727	265	0.0%	Shares	Sole	2024-01-18
2023-09-30	$3,847	265	+15.7%	Shares	Sole	2023-10-27
2023-06-30	$3,849	229	+593.9%	Shares	Sole	2023-07-11
2023-03-31	$541	33	-41.1%	Shares	Sole	2023-04-17
2022-12-31	$1,007	56	+69.7%	Shares	Sole	2023-01-10
2022-09-30	$452	33	0.0%	Shares	Sole	2022-10-14
2022-06-30	$532	33	-48.4%	Shares	Sole	2022-07-11
2022-03-31	$1,475	64	0.0%	Shares	Sole	2022-05-26
2021-12-31	$1,473	64	0.0%	Shares	Sole	2022-01-12
2021-09-30	$1,543	64	-60.0%	Shares	Sole	2021-10-18
2021-06-30	$4,276	160	-65.0%	Shares	Sole	2021-07-12
2021-03-31	$11,525	457	-1.9%	Shares	Sole	2021-04-21
2020-12-31	$8,122	466	-30.3%	Shares	Sole	2021-01-08
2020-09-30	$7,633	669	0.0%	Shares	Sole	2020-10-06
2020-06-30	$7,198	669	-0.7%	Shares	Sole	2020-07-10
2020-03-31	$6,119	674	—	Shares	Sole	2020-04-07
No filing history on record for this holder in this stock.