JANICZEK WEALTH MANAGEMENT, LLC - INVESCO LTD ownership

INVESCO LTD's ticker is IVZ and the CUSIP is G491BT108. A total of 503 filers reported holding INVESCO LTD in Q1 2023. The put-call ratio across all filers is 1.50 and the average weighting 0.1%.

About INVESCO LTD

Invesco Ltd is a global investment management company that offers a wide range of financial products and services to clients around the world. With over $1.4 trillion in assets under management, Invesco is one of the largest investment managers in the world.

The company was founded in 1935 and has since grown to become a leading provider of investment solutions to individuals, institutions, and financial intermediaries. Invesco operates in more than 20 countries and has a team of over 7,000 employees.

Invesco's investment philosophy is based on a commitment to active management and a focus on delivering consistent, long-term results for clients. The company offers a broad range of investment strategies across equities, fixed income, and alternative investments.

In recent years, Invesco has made a number of strategic acquisitions to expand its capabilities and reach. In 2018, the company acquired OppenheimerFunds, a leading provider of mutual funds and ETFs. This acquisition has helped to strengthen Invesco's position in the US market and broaden its product offerings.

Overall, Invesco is a well-respected investment management company with a strong track record of delivering results for clients. With a global presence and a commitment to active management, Invesco is well-positioned to continue to grow and succeed in the years ahead.

It's important to note that this information is for educational purposes only and has not been fact-checked. As with any investment, it's important to do your own research and consult with a financial advisor before making any investment decisions.

Quarter-by-quarter ownership
JANICZEK WEALTH MANAGEMENT, LLC ownership history of INVESCO LTD
ValueSharesWeighting
Q3 2023$2,454
-13.6%
1690.0%0.00%0.0%
Q2 2023$2,841
-34.0%
169
-33.7%
0.00%0.0%
Q1 2023$4,307
-13.7%
2550.0%0.00%0.0%
Q4 2022$4,990
+24.8%
2550.0%0.00%0.0%
Q3 2022$4,000
-33.3%
255
-26.7%
0.00%
-50.0%
Q2 2022$6,000
-62.5%
348
-48.3%
0.00%
-50.0%
Q1 2022$16,000
+6.7%
6730.0%0.00%0.0%
Q4 2021$15,000
-51.6%
673
-48.4%
0.00%
-63.6%
Q3 2021$31,000
-13.9%
1,304
-2.3%
0.01%
-15.4%
Q2 2021$36,000
+89.5%
1,335
+72.7%
0.01%
+62.5%
Q1 2021$19,000
+58.3%
773
+14.9%
0.01%
+33.3%
Q4 2020$12,000
+140.0%
673
+70.4%
0.01%
+100.0%
Q3 2020$5,0003950.00%
Other shareholders
INVESCO LTD shareholders Q1 2023
NameSharesValueWeighting ↓
TRIAN FUND MANAGEMENT, L.P. 33,940,096$556,617,57414.84%
CONTINENTAL ADVISORS LLC 343,071$5,626,3643.00%
Insight Folios Inc 371,047$6,085,1762.70%
Palouse Capital Management, Inc. 187,305$3,071,7972.07%
VALUEWORKS LLC 252,164$4,1351.57%
Olstein Capital Management, L.P. 566,000$9,2821.45%
Poehling Capital Management, INC. 257,407$4,221,4751.42%
AMERICAN FINANCIAL GROUP INC 245,000$4,0181.25%
Point72 Europe (London) LLP 307,400$5,041,3601.10%
Mork Capital Management, LLC 73,400$1,203,7600.98%
View complete list of INVESCO LTD shareholders