F/m Investments LLC

Position in IVZ — Invesco Ltd.

CIK 1834499 WASHINGTON, DC

Position in IVZ

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$827,590

+$61,775 QoQ

Shares Held

31,360

-0.5% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#296

of 663 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

F/m Investments LLC holds $10,685,146 across 5 Asset Management names. IVZ ranks #3 (7.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BX	Blackstone Inc.	50,523	$5,945,041
2	BLK	BlackRock, Inc.	3,307	$3,179,878
3	IVZ	Invesco Ltd. This page	31,360	$827,590
4	AB	Alliancebernstein Holding L.P.	13,465	$474,237
5	VCTR	Victory Capital Holdings, Inc.	3,074	$258,400

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$827,590	31,360	-0.5%	Shares	Sole	2026-08-05
2026-03-31	$765,815	31,528	-48.0%	Shares	Sole	2026-05-11
2025-12-31	$1,593,301	60,651	—	Shares	Sole	2026-02-03
No filing history on record for this holder in this stock.