SEC 13F Intelligence

Qp Wealth Management, LLC / IVZ

Qp Wealth Management, LLC’s Invesco Ltd Position

Does Qp Wealth Management, LLC own Invesco Ltd (IVZ)? Not currently — the last reported position was 4.4K shares worth $1M in Q3 2020; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$1M
Q3 2020
Shares
4.4K
% of Portfolio
+1.58%
Quarters Held
1
position exited

Position History IVZ

Reported value by quarter
Q3 ’20: $1MQ3 ’20filingsflow.com
QuarterSharesValue% of Portfolio
Q3 20204.4K$1M+1.58%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Qp Wealth Management, LLC’s full portfolio or all institutional holders of IVZ.