INVESCO LTD

Ticker: IVZ CUSIP: G491BT108 Class: COM

Principia Wealth Advisory, LLC's Holding History (CIK: 0002041436)

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

Q4 2025
Shares 51 Value ($000) $1 Avg Close $24.32 Range $20.49 - $27.48
Q3 2025
Shares 52 Value ($000) $1 Avg Close $20.48 Range $15.32 - $23.00
Q2 2025
Shares 45 Value ($000) $1 Avg Close $14.01 Range $11.23 - $15.54
Q1 2025
Shares 35 Value ($000) $0 Avg Close $16.43 Range $14.22 - $18.72
Q4 2024
Shares 27 Value ($000) $0 Avg Close $16.96 Range $15.93 - $17.97