ROTHSCHILD INVESTMENT LLC

Position in IVZ — Invesco Ltd.

CIK 85338 CHICAGO, IL

Position in IVZ

as of Mar 31, 2026 · filed May 7, 2026 Compact

Position Value

$1,459,416

+$117,834 QoQ

Shares Held

60,083

+17.7% QoQ

Ownership

0.014%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2023

10 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Financial Services · as of Mar 31, 2026

ROTHSCHILD INVESTMENT LLC holds $57,489,237 across 125 Asset Management names. IVZ ranks #7 (2.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BX	Blackstone Inc.	205,139	$23,588,933
2	RVT	Royce Small-Cap Trust, Inc.	240,212	$3,987,519
3	KKR	KKR & Co. Inc.	41,187	$3,809,797
4	WT	WisdomTree, Inc.	259,779	$3,782,382
5	ARCC	Ares Capital Corp	118,385	$2,133,297
6	OWL	Blue Owl Capital Inc.	192,618	$1,758,602
7	IVZ	Invesco Ltd. This page	60,083	$1,459,416
8	STT	State Street Corp	10,168	$1,286,862

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,459,416	60,083	+17.7%	Shares	Sole	2026-05-07
2025-12-31	$1,341,582	51,069	+9.0%	Shares	Sole	2026-02-10
2025-09-30	$1,074,601	46,844	+8.8%	Shares	Sole	2025-11-07
2025-06-30	$678,740	43,040	-13.3%	Shares	Sole	2025-08-11
2025-03-31	$753,418	49,665	-5.6%	Shares	Sole	2025-04-08
2024-12-31	$919,448	52,600	-0.9%	Shares	Sole	2025-02-04
2024-09-30	$931,909	53,070	-0.9%	Shares	Sole	2024-10-18
2024-06-30	$800,808	53,530	-6.2%	Shares	Sole	2024-07-31
2024-03-31	$946,807	57,071	+2.5%	Shares	Sole	2024-07-31
2023-12-31	$993,349	55,681	—	Shares	Sole	2024-07-31
No filing history on record for this holder in this stock.