INVESCO LTD

Ticker: IVZ CUSIP: G491BT108 Class: COM

Root Financial Partners, LLC's Holding History (CIK: 0001977181)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 1,702 Value ($000) $45 Avg Close $24.32 Range $20.49 - $27.48
Q3 2025
Shares 1,328 Value ($000) $30 Avg Close $20.48 Range $15.32 - $23.00