EWA, LLC

Position in IVZ — Invesco Ltd.

CIK 1835252 PITTSBURGH, PA

Position in IVZ

as of Jun 30, 2026 · filed Jul 14, 2026 Compact

Position Value

$376,901

+$73,519 QoQ

Shares Held

14,282

+14.3% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.22%

of 13F equity value

Holder Rank

#396

of 667 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

EWA, LLC holds $1,259,590 across 5 Asset Management names. IVZ ranks #1 (29.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	IVZ	Invesco Ltd. This page	14,282	$376,901
2	STT	State Street Corp	1,386	$235,065
3	BX	Blackstone Inc.	1,883	$221,572
4	BN	BROOKFIELD Corp /ON/	5,142	$218,997
5	KKR	KKR & Co. Inc.	2,256	$207,055

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$376,901	14,282	+14.3%	Shares	Sole	2026-07-14
2026-03-31	$303,382	12,490	+3.8%	Shares	Sole	2026-04-23
2025-12-31	$316,238	12,038	—	Shares	Sole	2026-02-03
No filing history on record for this holder in this stock.