Invesco (IVZ)Todd Asset Management LLC reduced its stake -27K shares

900K

Shares reported · -27K vs prior quarter

0.42%

Disclosed portfolio weight

$23.8M

Reported value

Holdings as of

Jun 30, 2026

Filed

Aug 4, 2026

The story around this disclosure

Every dated public record OQRO holds about the company from 60 days before to 120 days after, oldest first. It shows what was going on; none of it is a stated reason for the trade.

1. Jul 28, 2026Company filing · Form 8-K · ResultsReported its results

What came next

1. Aug 10, 20265% stakeMillennium Management LLC reported a passive stake (13G) of 3.9%
2. Aug 31, 2026Company filing · Form 8-K · Executive change, Reg FDChanged a top executive or board member, and shared information with investors“On August 31, 2026, the Company announced that Andrew Lo has decided to retire from the Company effective March 31, 2027 and will step down as Senior Managing Director and Head of Asia Pacific on a date during the first quarter of 2027 to be determined.”
3. Sep 4, 2026InsiderCFO sold ~$1.03M of IVZ shares in the open market
4. Sep 8, 2026Insider · First sale since 2021Officer sold ~$1.4M of IVZ shares in the open market
5. Sep 9, 2026Insider · 2 peopleInsiders: 2 sales (~$4.7M)
6. Sep 11, 2026InsiderDirector sold ~$97K of IVZ shares in the open market

How to read SEC Form 13F-HR

Form 13F is the quarterly report in which investment managers that oversee $100 million or more list the US-listed stocks and some other securities they held on the last day of the quarter.

Full guide: What is an SEC Form 13F?

What else is on file for Invesco

For Invesco, OQRO holds 10 insider filings (SEC Form 4 or Form 144) and 2 fund holdings reports (13F) dated in the last 90 days.

These are records OQRO holds, counted by their date, not a measure of how much trading took place. Routine paperwork such as option exercises and tax withholding is left out. Everything for the company is on its IVZ page.

How this filing works

• SEC Form 13F

Other disclosures at Invesco

• SEC Form 4Sep 14, 2026
• SEC Form 144Sep 11, 2026
• SEC Form 4Sep 10, 2026
• SEC Form 4Sep 10, 2026
• SEC Form 4Sep 10, 2026
• SEC Form 144Sep 9, 2026

Everything OQRO holds on this company is on its IVZ page.