Emerald Investment Advisers, LLC

Position in IVZ — Invesco Ltd.

CIK 2127823 Leola, PA

Position in IVZ

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$1,357,105

+$701,446 QoQ

Shares Held

51,425

+90.5% QoQ

Ownership

0.012%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#245

of 683 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Emerald Investment Advisers, LLC holds $10,568,169 across 3 Asset Management names. IVZ ranks #3 (12.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VCTR	Victory Capital Holdings, Inc.	93,414	$7,852,380
2	BLK	BlackRock, Inc.	1,413	$1,358,684
3	IVZ	Invesco Ltd. This page	51,425	$1,357,105

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,357,105	51,425	+90.5%	Shares	Sole	2026-08-12
2026-03-31	$655,659	26,993	—	Shares	Sole	2026-05-11
No filing history on record for this holder in this stock.