ROTHSCHILD INVESTMENT LLC

Position in IVZ — Invesco Ltd.

CIK 85338 CHICAGO, IL

Position in IVZ

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$3,511,000

+$1,022,718 QoQ

Shares Held

94,540

+11.6% QoQ

Ownership

0.021%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

ROTHSCHILD INVESTMENT LLC holds $77,654,312 across 124 Asset Management names. IVZ ranks #5 (4.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BX	Blackstone Inc.	240,474	$28,296,575
2	RVT	Royce Small-Cap Trust, Inc.	250,772	$4,631,758
3	WT	WisdomTree, Inc.	258,787	$4,383,851
4	KKR	KKR & Co. Inc.	43,559	$3,997,845
5	IVZ	Invesco Ltd. This page	94,540	$3,511,000
6	ARCC	Ares Capital Corp	174,299	$3,229,760
7	BLK	BlackRock, Inc.	2,476	$2,380,822
8	AMP	Ameriprise Financial Inc	5,178	$2,375,459

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,796,710	68,083	+13.3%	Shares	Sole	2026-08-06
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.