IVZ — IVZ

Summary

Table of Contents

Company

Data:

{}

Price / Quote

Data:

{}

Volume

Data:

{
  "volume": null,
  "avgVolume": null,
  "short_ratio": [
    {
      "symbol": "IVZ",
      "file_date": "2026-07-20",
      "date": "20260720",
      "short_volume": 677691,
      "short_exempt_volume": 187,
      "total_volume": 1294655,
      "short_volume_ratio": 0.5235,
      "signal": "Neutral"
    }
  ]
}

Fundamentals

Data:

{
  "revenue_history": []
}

Technical

Data:

{
  "price": null,
  "rsi": null,
  "sma50": null,
  "sma200": null,
  "adx": null,
  "high_52w": null,
  "low_52w": null,
  "structure": {
    "ema8": 29.237093973160754,
    "ema21": null,
    "ema50": null,
    "ema200": 25.35946648639306,
    "checks": {
      "price_above_all": false,
      "ema_stacked": false,
      "ema21_rising": false,
      "ema50_rising": false,
      "adx_over_30": false,
      "higher_highs_lows": true,
      "near_21ema": false
    },
    "dist_21ema_pct": null,
    "crossover": {
      "fresh_cross": null,
      "pre_compressed": null,
      "held_above_21": null,
      "candles_since": null,
      "intraday_support": null
    },
    "momentum": {},
    "relative_strength": {
      "sector": "Financial Services",
      "sector_etf": "XLF",
      "checks": {
        "beats_spy_all": true,
        "beats_sector_10d": true,
        "rs_line_at_high": true,
        "sector_top3": true
      }
    },
    "commodity": {},
    "universe": {
      "checks": {
        "price_over_20": true,
        "avg_vol_over_2m": true,
        "mcap_over_1b": true,
        "no_earnings_7d": null,
        "not_lev_etf_spac": true,
        "bidask_spread": null,
        "dollar_vol_over_10m": true
      },
      "avg_dollar_vol": 157729774.14000002,
      "avg_vol": 5317929
    },
    "options": {
      "checks": {
        "call_vol_2x": false,
        "ivr_under_40": false,
        "iv_contracting": true,
        "oi_calls_above_price": false
      },
      "vals": {
        "call_vol_mult": 0.7,
        "iv_rank": 58.0
      }
    }
  }
}

Analyst Ratings

Data:

{
  "estimates": {},
  "price_target": {},
  "ratings": {},
  "grades": []
}

News

Data:

[
  {
    "title": "Intel Could Swing $61.4 Billion in Value After Earnings This Week",
    "url": "https://www.benzinga.com/markets/options/26/07/60553797/intel-could-swing-61-4-billion-in-value-after-earnings-this-week",
    "source": "benzinga",
    "date": "2026-07-20T14:29:05.870000+00:00",
    "summary": "Earnings season takes center stage next week with options markets pricing in big post-results moves. Benzinga selected top stocks to watch."
  },
  {
    "title": "What This Invesco Insider Move Signals With the Stock Up 63%",
    "url": "https://finance.yahoo.com/markets/stocks/articles/invesco-insider-move-signals-stock-222052681.html",
    "source": "Yahoo! Finance",
    "date": "2026-07-12T22:20:52Z",
    "summary": "Jeffrey H. Kupor, a senior managing director of Invesco Ltd. (NYSE:IVZ), executed a non-discretionary disposition of 26,002 shares on July 2, 2026, according to an SEC Form 4 filing.\n\nTransaction summary\n\nTransaction value based on SEC Form 4 weighted average sale price ($27.01);"
  },
  {
    "title": "Is Invesco (IVZ) Using Steady AUM Inflows To Quietly Reshape Its Core Growth Narrative?",
    "url": "https://finance.yahoo.com/markets/stocks/articles/invesco-ivz-using-steady-aum-100954497.html",
    "source": "Yahoo! Finance",
    "date": "2026-07-11T10:09:54Z",
    "summary": "* Invesco Ltd. recently reported preliminary month-end assets under management of US$2,470.30 billion, a 0.7% rise from the prior month, supported by US$8.0 billion in net long-term inflows and US$14.30 billion in money market net inflows.\n\n* This AUM increase, aided by favorable"
  },
  {
    "title": "Invesco's CFO Laura Dukes Sells About 52,00 Shares",
    "url": "https://finance.yahoo.com/markets/stocks/articles/invescos-cfo-laura-dukes-sells-220001364.html",
    "source": "Yahoo! Finance",
    "date": "2026-07-07T22:00:01Z",
    "summary": "Laura Allison Dukes, Chief Financial Officer of Invesco Ltd. (NYSE:IVZ), disposed of 52,003 shares of common stock on July 2, according to a recent SEC Form 4 filing.\n\nTransaction summary\n\nTransaction value based on SEC Form 4 weighted average sale price ($27.01); post-transactio"
  },
  {
    "title": "Invesco (IVZ) Following Q1 Results Still Looks Modestly Undervalued",
    "url": "https://finance.yahoo.com/markets/stocks/articles/invesco-ivz-following-q1-results-061346246.html",
    "source": "Yahoo! Finance",
    "date": "2026-07-07T06:13:46Z",
    "summary": "Find winning stocks in any market cycle. Join 7 million investors using Simply Wall St's investing ideas for FREE.\n\nInvesco (IVZ) recently reported Q1 revenue of $1.26b, up 14% year on year, with assets under management and earnings per share in line with expectations. The stock "
  },
  {
    "title": "Q1 Earnings Highs And Lows: Invesco (NYSE:IVZ) Vs The Rest Of The Custody Bank Stocks",
    "url": "https://finance.yahoo.com/markets/stocks/articles/q1-earnings-highs-lows-invesco-121806399.html",
    "source": "Yahoo! Finance",
    "date": "2026-07-03T12:18:06Z",
    "summary": "Let's dig into the relative performance of Invesco (NYSE:IVZ) and its peers as we unravel the now-completed Q1 custody bank earnings season.\n\nCustody banks safeguard financial assets and provide services like settlement, accounting, and regulatory compliance for institutional inv"
  },
  {
    "title": "BlackRock vs. Invesco: Financial Giants Face Off on Revenue Growth and Stability",
    "url": "https://finance.yahoo.com/markets/stocks/articles/blackrock-vs-invesco-financial-giants-131501611.html",
    "source": "Yahoo! Finance",
    "date": "2026-07-01T13:15:01Z",
    "summary": "BlackRock: A trajectory of revenue growth\n\nBlackRock (NYSE:BLK) primarily generates revenue by providing investment and global risk management services to institutional and individual investors.\n\nWhile expanding its digital asset suite with a new exchange-traded fund, it reported"
  },
  {
    "title": "Invesco (IVZ) Is Down 7.0% After ETF Fee Pressure And Leverage Concerns Resurface Has The Bull Case Changed?",
    "url": "https://finance.yahoo.com/markets/stocks/articles/invesco-ivz-down-7-0-080700073.html",
    "source": "Yahoo! Finance",
    "date": "2026-06-27T08:07:00Z",
    "summary": "* In recent days, Invesco has come under pressure as analysts flagged flat long-term revenue, falling earnings per share, and elevated net debt, while competitors like State Street and BlackRock have introduced lower-fee Nasdaq-100 ETFs that challenge Invesco's flagship index pro"
  },
  {
    "title": "3 Unpopular Stocks We Think Twice About",
    "url": "https://finance.yahoo.com/markets/stocks/articles/3-unpopular-stocks-think-twice-090425004.html",
    "source": "Yahoo! Finance",
    "date": "2026-06-26T09:04:25Z",
    "summary": "When Wall Street turns bearish on a stock, it's worth paying attention. These calls stand out because analysts rarely issue grim ratings on companies for fear their firms will lose out in other business lines such as M&A advisory.\n\nWhatever the consensus opinion may be, our team "
  },
  {
    "title": "Invesco Targets Stablecoin Reserves With New Tokenized Money Market Fund",
    "url": "https://finance.yahoo.com/markets/crypto/articles/invesco-targets-stablecoin-reserves-tokenized-033000456.html",
    "source": "Yahoo! Finance",
    "date": "2026-06-26T03:30:00Z",
    "summary": "Invesco (NYSE: $IVZ) is moving deeper into the stablecoin reserve market with a new tokenized money market fund aimed at issuers looking for compliant, yield-bearing cash management.\n\nThe $2.45 trillion asset manager filed an amended registration statement with the Securities and"
  },
  {
    "title": "Is Invesco Stock Outperforming the Nasdaq?",
    "url": "https://finance.yahoo.com/markets/stocks/articles/invesco-stock-outperforming-nasdaq-105826154.html",
    "source": "Yahoo! Finance",
    "date": "2026-06-24T10:58:26Z",
    "summary": "With a market cap of around $12 billion, Invesco Ltd. (IVZ) is one of the world's leading asset management firms, serving retail and institutional investors across more than 120 countries with approximately $2.2 trillion in assets under management. With a presence in over 20 coun"
  },
  {
    "title": "Is Franklin Resources Stock Outperforming the Dow?",
    "url": "https://finance.yahoo.com/markets/stocks/articles/franklin-resources-stock-outperforming-dow-155535267.html",
    "source": "Yahoo! Finance",
    "date": "2026-06-19T15:55:35Z",
    "summary": "Franklin Resources, Inc. (BEN) is a global investment management company offering equity, fixed income, multi-asset, and alternative strategies through specialist investment managers. It serves retail, institutional, and high-net-worth clients via mutual funds, ETFs, and digital-"
  },
  {
    "title": "Invesco Closed-End Funds Declare Dividends",
    "url": "https://www.benzinga.com/pressreleases/26/06/n52913383/invesco-closed-end-funds-declare-dividends?utm_source=benzinga_taxonomy&utm_medium=rss_feed_free&utm_content=taxonomy_rss&utm_campaign=channel",
    "source": "Benzinga",
    "date": "2026-06-01T16:00:00Z",
    "summary": "Invesco announced dividend declarations for multiple closed-end municipal and bond funds with ex-dates of June 15, 2026. Monthly dividend payments range from $0.0291 to $0.0915 per share across various funds. The company noted that past dividend amounts do not guarantee future pa"
  },
  {
    "title": "Investors Will Soon Have Two New Alternatives to Invesco QQQ",
    "url": "https://www.fool.com/investing/2026/04/24/investors-will-soon-have-two-new-alternatives-to-i/?source=iedfolrf0000001",
    "source": "The Motley Fool",
    "date": "2026-04-24T11:15:00Z",
    "summary": "BlackRock and State Street have filed with the SEC to launch their own Nasdaq-100 tracking ETFs, ending Invesco's monopoly in this category. The move comes after Nasdaq recently expanded access to the index. Invesco QQQ, which tracks the Nasdaq-100 and has $372.5 billion in asset"
  },
  {
    "title": "Invesco reports June AUM of $2.47 trillion, up 0.7% By Investing.com",
    "url": "https://www.investing.com/news/company-news/invesco-reports-june-aum-of-247-trillion-up-07-93CH-4786070",
    "source": "Investing.com",
    "date": "2026-04-20T18:08:21Z",
    "summary": "ATLANTA - Invesco Ltd. (NYSE:IVZ) reported preliminary assets under management of $2,470.3 billion as of June 30, representing a 0.7% increase from the previous month, according to a press release statement. The asset manager's stock has surged 70% over the past year, trading at "
  },
  {
    "title": "Post Investment Management Market Analysis Report 2026-2035: Opportunities in Adoption of AI-driven Insights, Integrated Risk Management, ESG-focused Value Creation, and Cloud-based Platforms",
    "url": "https://www.globenewswire.com/news-release/2026/02/20/3241769/28124/en/Post-Investment-Management-Market-Analysis-Report-2026-2035-Opportunities-in-Adoption-of-AI-driven-Insights-Integrated-Risk-Management-ESG-focused-Value-Creation-and-Cloud-based-Pl.html",
    "source": "GlobeNewswire Inc.",
    "date": "2026-02-20T09:55:00Z",
    "summary": "The post investment management market is projected to grow from $11.17 billion in 2025 to $17.19 billion by 2030, with a CAGR of 9%. Growth is driven by AI-driven insights, digital transformation, real-time portfolio monitoring, ESG focus, and cloud-based platforms. Asia-Pacific "
  },
  {
    "title": "Invesco Canada announces cash distributions for its ETFs",
    "url": "https://www.benzinga.com/pressreleases/26/02/n50734061/invesco-canada-announces-cash-distributions-for-its-etfs?utm_source=benzinga_taxonomy&utm_medium=rss_feed_free&utm_content=taxonomy_rss&utm_campaign=channel",
    "source": "Benzinga",
    "date": "2026-02-19T21:00:00Z",
    "summary": "Invesco Canada announced February 2026 cash distributions for its exchange-traded funds (ETFs). Unitholders of record on February 26, 2026, will receive distributions payable on March 6, 2026, with per-unit amounts varying across fixed income, equity income, and low-volatility eq"
  },
  {
    "title": "2 Portfolio Worthy Value Stocks to Consider After Q4 Results",
    "url": "https://www.investing.com/analysis/2-portfolio-worthy-value-stocks-to-consider-after-q4-results-200674086",
    "source": "Investing.com",
    "date": "2026-01-30T17:41:00Z",
    "summary": "General Motors and Invesco both exceeded Q4 earnings expectations and are trading at attractive valuations. GM reported strong operational performance with a $6 billion share buyback and 20% dividend increase, while Invesco achieved record AUM of $2.2 trillion. Both stocks are re"
  },
  {
    "title": "Invesco Mortgage Capital Inc. Announces Monthly Common Dividend and Provides Update on Book Value and Leverage",
    "url": "https://www.benzinga.com/pressreleases/26/01/n49952595/invesco-mortgage-capital-inc-announces-monthly-common-dividend-and-provides-update-on-book-value-a?utm_source=benzinga_taxonomy&utm_medium=rss_feed_free&utm_content=taxonomy_rss&utm_campaign=channel",
    "source": "Benzinga",
    "date": "2026-01-15T21:15:00Z",
    "summary": "Invesco Mortgage Capital Inc. (IVR) announced a monthly common dividend of $0.12 per share for January 2026, payable on February 13, 2026. As of January 12, 2026, the company reported book value per common share estimated between $8.94 to $9.30, with a debt-to-equity ratio of 6.5"
  },
  {
    "title": "Bitcoin Exchange Balances Are Falling As Market Structure Evolves",
    "url": "https://www.benzinga.com/Opinion/26/01/49812023/bitcoin-exchange-balances-are-falling-as-market-structure-evolves?utm_source=benzinga_taxonomy&utm_medium=rss_feed_free&utm_content=taxonomy_rss&utm_campaign=channel",
    "source": "Benzinga",
    "date": "2026-01-09T14:15:52Z",
    "summary": "Bitcoin exchange reserves have declined to 2.4-2.8 million BTC, the lowest in years, as institutional adoption, spot ETFs, and improved custody solutions drive users to store assets off-exchange. This shift is tightening liquidity, changing price discovery mechanisms, and reshapi"
  },
  {
    "title": "Invesco Provides Estimated Capital Gain Distribution Information for 2025",
    "url": "https://www.benzinga.com/pressreleases/25/11/n48973051/invesco-provides-estimated-capital-gain-distribution-information-for-2025?utm_source=benzinga_taxonomy&utm_medium=rss_feed_free&utm_content=taxonomy_rss&utm_campaign=channel",
    "source": "Benzinga",
    "date": "2025-11-20T13:30:00Z",
    "summary": "Invesco announced estimated capital gains distributions for select ETFs, with ex-date, record date, and payable date set for December 2025. Shareholders are advised to consult tax advisors for personal tax implications."
  },
  {
    "title": "TD Cowen Calls QQQ Restructure a Game Changer for Invesco Earnings",
    "url": "https://www.investing.com/analysis/td-cowen-calls-qqq-restructure-a-game-changer-for-invesco-earnings-200664216",
    "source": "Investing.com",
    "date": "2025-07-23T20:43:00Z",
    "summary": "Invesco's QQQ ETF is set to change its operational structure from a unit investment trust to an open-ended ETF, potentially increasing revenue by four basis points. TD Cowen sees this as a game-changing event and upgraded the stock to buy."
  }
]

Calendar / Earnings

Data:

{}

Short & Liquidity

Data:

{
  "borrow": [
    {
      "date": "2026-07-20",
      "fee_pct": 0.4081,
      "available": 5700000,
      "rebate_pct": 3.2119,
      "high_fee": 0.4081,
      "low_fee": 0.4081,
      "utilization_signal": "Medium"
    },
    {
      "date": "2026-07-17",
      "fee_pct": 0.4081,
      "available": 7000000,
      "rebate_pct": 3.2119,
      "high_fee": 0.4081,
      "low_fee": 0.3847,
      "utilization_signal": "Medium"
    },
    {
      "date": "2026-07-16",
      "fee_pct": 0.3955,
      "available": 6800000,
      "rebate_pct": 3.2345,
      "high_fee": 0.3955,
      "low_fee": 0.3955,
      "utilization_signal": "Medium"
    },
    {
      "date": "2026-07-15",
      "fee_pct": 0.3955,
      "available": 6700000,
      "rebate_pct": 3.2345,
      "high_fee": 0.3955,
      "low_fee": 0.3847,
      "utilization_signal": "Medium"
    },
    {
      "date": "2026-07-14",
      "fee_pct": 0.3847,
      "available": 6700000,
      "rebate_pct": 3.2353,
      "high_fee": 0.3847,
      "low_fee": 0.3847,
      "utilization_signal": "Medium"
    }
  ],
  "short_interest": [
    {
      "symbol": "IVZ",
      "file_date": "",
      "error": "Symbol not found in FINRA biweekly file"
    }
  ],
  "ftd": {
    "symbol": "IVZ",
    "periods": [
      {
        "file_period": "202603a",
        "settlement_date": "20260313",
        "quantity_fails": 1579,
        "price": 22.9
      },
      {
        "file_period": "202603b",
        "settlement_date": "20260331",
        "quantity_fails": 367,
        "price": 23.29
      },
      {
        "file_period": "202604a",
        "settlement_date": "20260406",
        "quantity_fails": 2641,
        "price": 24.14
      },
      {
        "file_period": "202604b",
        "settlement_date": "20260415",
        "quantity_fails": 6,
        "price": 24.72
      },
      {
        "file_period": "202606a",
        "settlement_date": "20260601",
        "quantity_fails": 95,
        "price": 28.46
      },
      {
        "file_period": "202606b",
        "settlement_date": "20260630",
        "quantity_fails": 1,
        "price": 26.3
      }
    ],
    "trend": "falling",
    "trend_description": "FTD quantity declining \u2014 shorts covering or delivery improving"
  }
}

Whales & Insiders

Data:

{
  "insider": [],
  "congress": [
    {
      "symbol": "IVZ",
      "senateID": "P000595",
      "disclosureDate": "2024-11-14",
      "transactionDate": "2024-10-17",
      "firstName": "Gary",
      "lastName": "Peters",
      "office": "Gary Peters",
      "district": "MI",
      "owner": "Self",
      "assetDescription": "Invesco Ltd Common Stock",
      "assetType": "Stock",
      "type": "Sale (Full)",
      "amount": "$1,001 - $15,000",
      "capitalGainsOver200USD": "False",
      "comment": "--",
      "link": "https://efdsearch.senate.gov/search/view/ptr/f107eca1-7edb-4f5a-b81e-f4134df3b21b/"
    },
    {
      "symbol": "IVZ",
      "senateID": null,
      "disclosureDate": "2019-11-20",
      "transactionDate": "2019-11-05",
      "firstName": "John",
      "lastName": "Hoeven",
      "office": "John Hoeven",
      "district": "ND",
      "owner": "Self",
      "assetDescription": "Invesco Ltd.",
      "assetType": "Stock",
      "type": "Purchase",
      "amount": "$50,001 - $100,000",
      "capitalGainsOver200USD": "False",
      "comment": "",
      "link": "https://efdsearch.senate.gov/search/view/ptr/efda208f-8afc-48d9-938e-5cb8e6bfc988/"
    },
    {
      "symbol": "IVZ",
      "senateID": null,
      "disclosureDate": "2019-04-09",
      "transactionDate": "2019-03-22",
      "firstName": "John",
      "lastName": "Hoeven",
      "office": "John Hoeven",
      "district": "ND",
      "owner": "Self",
      "assetDescription": "Invesco Ltd.",
      "assetType": "Stock",
      "type": "Purchase",
      "amount": "$50,001 - $100,000",
      "capitalGainsOver200USD": "False",
      "comment": "",
      "link": "https://efdsearch.senate.gov/search/view/ptr/252cb80b-a178-4762-8e33-d1d3776a0656/"
    },
    {
      "symbol": "IVZ",
      "senateID": null,
      "disclosureDate": "2019-01-11",
      "transactionDate": "2018-12-27",
      "firstName": "John",
      "lastName": "Hoeven",
      "office": "John Hoeven",
      "district": "ND",
      "owner": "Self",
      "assetDescription": "Invesco Ltd.",
      "assetType": "Stock",
      "type": "Sale (Partial)",
      "amount": "$15,001 - $50,000",
      "capitalGainsOver200USD": "False",
      "comment": "",
      "link": "https://efdsearch.senate.gov/search/view/ptr/3e92b9d5-1997-481e-b106-55569cd8bd9f/"
    },
    {
      "symbol": "IVZ",
      "senateID": null,
      "disclosureDate": "2016-07-12",
      "transactionDate": "2016-06-28",
      "firstName": "John",
      "lastName": "Hoeven",
      "office": "John Hoeven",
      "district": "ND",
      "owner": "Self",
      "assetDescription": "Invesco Ltd.",
      "assetType": "Stock",
      "type": "Purchase",
      "amount": "$50,001 - $100,000",
      "capitalGainsOver200USD": "False",
      "comment": "",
      "link": "https://efdsearch.senate.gov/search/view/ptr/99cf9f1a-d58b-4476-9838-ead38e41edc1/"
    },
    {
      "symbol": "IVZ",
      "senateID": "P000595",
      "disclosureDate": "2016-06-22",
      "transactionDate": "2016-05-24",
      "firstName": "Gary",
      "lastName": "Peters",
      "office": "Gary C Peters",
      "district": "MI",
      "owner": "Self",
      "assetDescription": "Invesco Ltd.",
      "assetType": "Stock",
      "type": "Purchase",
      "amount": "$1,001 - $15,000",
      "capitalGainsOver200USD": "False",
      "comment": "",
      "link": "https://efdsearch.senate.gov/search/view/ptr/a4c13b4b-da00-4511-bbe7-e4cb9f7e7849/"
    },
    {
      "symbol": "IVZ",
      "senateID": null,
      "disclosureDate": "2016-03-25",
      "transactionDate": "2016-03-07",
      "firstName": "John",
      "lastName": "Hoeven",
      "office": "John Hoeven",
      "district": "ND",
      "owner": "Self",
      "assetDescription": "Invesco Ltd.",
      "assetType": "Stock",
      "type": "Purchase",
      "amount": "$50,001 - $100,000",
      "capitalGainsOver200USD": "False",
      "comment": "",
      "link": "https://efdsearch.senate.gov/search/view/ptr/661e7458-54f0-40c9-9daf-c95502e3a6e3/"
    },
    {
      "symbol": "IVZ",
      "senateID": "P000595",
      "disclosureDate": "2015-09-28",
      "transactionDate": "2015-09-10",
      "firstName": "Gary",
      "lastName": "Peters",
      "office": "Gary C Peters",
      "district": "MI",
      "owner": "Self",
      "assetDescription": "Invesco Ltd. (NYSE)",
      "assetType": "Stock",
      "type": "Purchase",
      "amount": "$1,001 - $15,000",
      "capitalGainsOver200USD": "False",
      "comment": "",
      "link": "https://efdsearch.senate.gov/search/view/ptr/6920d173-4f47-4772-bbe9-60a0dfd24616/"
    },
    {
      "symbol": "IVZ",
      "senateID": "H001082",
      "disclosureDate": "2026-04-06",
      "transactionDate": "2026-03-17",
      "firstName": "Kevin",
      "lastName": "Hern",
      "office": "Kevin Hern",
      "district": "OK01",
      "owner": "Joint",
      "assetDescription": "Invesco Ltd",
      "assetType": "Stock",
      "type": "Sale",
      "amount": "$15,001 - $50,000",
      "capitalGainsOver200USD": "False",
      "comment": "",
      "link": "https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2026/20034262.pdf"
    },
    {
      "symbol": "IVZ",
      "senateID": "C001123",
      "disclosureDate": "2026-03-10",
      "transactionDate": "2026-02-10",
      "firstName": "Gilbert",
      "lastName": "Cisneros",
      "office": "Gilbert Cisneros",
      "district": "CA31",
      "owner": "",
      "assetDescription": "Invesco Ltd",
      "assetType": "Stock",
      "type": "Sale",
      "amount": "$1,001 - $15,000",
      "capitalGainsOver200USD": "False",
      "comment": "",
      "link": "https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2026/20034144.pdf"
    },
    {
      "symbol": "IVZ",
      "senateID": "C001123",
      "disclosureDate": "2026-02-13",
      "transactionDate": "2026-01-09",
      "firstName": "Gilbert",
      "lastName": "Cisneros",
      "office": "Gilbert Cisneros",
      "district": "CA31",
      "owner": "",
      "assetDescription": "Invesco Ltd Common Stock",
      "assetType": "Stock",
      "type": "Purchase",
      "amount": "$1,001 - $15,000",
      "capitalGainsOver200USD": "False",
      "comment": "",
      "link": "https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2026/20033983.pdf"
    },
    {
      "symbol": "IVZ",
      "senateID": "B001327",
      "disclosureDate": "2025-04-29",
      "transactionDate": "2025-04-08",
      "firstName": "Rob",
      "lastName": "Bresnahan",
      "office": "Rob Bresnahan",
      "district": "PA08",
      "owner": "",
      "assetDescription": "Invesco Ltd",
      "assetType": "Stock",
      "type": "Sale",
      "amount": "$1,001 - $15,000",
      "capitalGainsOver200USD": "False",
      "comment": "",
      "link": "https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2025/20030238.pdf"
    },
    {
      "symbol": "IVZ",
      "senateID": "K000389",
      "disclosureDate": "2023-12-06",
      "transactionDate": "2023-11-03",
      "firstName": "Ro",
      "lastName": "Khanna",
      "office": "Ro Khanna",
      "district": "CA17",
      "owner": "",
      "assetDescription": "Invesco Ltd",
      "assetType": "Stock",
      "type": "Purchase",
      "amount": "$1,001 - $15,000",
      "capitalGainsOver200USD": "False",
      "comment": "",
      "link": "https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2023/8220067.pdf"
    },
    {
      "symbol": "IVZ",
      "senateID": "K000389",
      "disclosureDate": "2023-11-08",
      "transactionDate": "2023-10-02",
      "firstName": "Ro",
      "lastName": "Khanna",
      "office": "Ro Khanna",
      "district": "CA17",
      "owner": "",
      "assetDescription": "Invesco Ltd",
      "assetType": "Stock",
      "type": "Sale",
      "amount": "$1,001 - $15,000",
      "capitalGainsOver200USD": "False",
      "comment": "",
      "link": "https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2023/8220039.pdf"
    },
    {
      "symbol": "IVZ",
      "senateID": "K000389",
      "disclosureDate": "2023-06-12",
      "transactionDate": "2023-05-23",
      "firstName": "Ro",
      "lastName": "Khanna",
      "office": "Ro Khanna",
      "district": "CA17",
      "owner": "",
      "assetDescription": "Invesco Ltd",
      "assetType": "Stock",
      "type": "Purchase",
      "amount": "$1,001 - $15,000",
      "capitalGainsOver200USD": "False",
      "comment": "",
      "link": "https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2023/8219783.pdf"
    },
    {
      "symbol": "IVZ",
      "senateID": "K000389",
      "disclosureDate": "2022-09-08",
      "transactionDate": "2022-08-23",
      "firstName": "Ro",
      "lastName": "Khanna",
      "office": "Ro Khanna",
      "district": "CA17",
      "owner": "Spouse",
      "assetDescription": "Invesco Ltd",
      "assetType": "Stock",
      "type": "Sale",
      "amount": "$1,001 - $15,000",
      "capitalGainsOver200USD": "False",
      "comment": "",
      "link": "https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2022/8219207.pdf"
    },
    {
      "symbol": "IVZ",
      "senateID": "K000389",
      "disclosureDate": "2022-07-07",
      "transactionDate": "2022-06-17",
      "firstName": "Ro",
      "lastName": "Khanna",
      "office": "Ro Khanna",
      "district": "CA17",
      "owner": "",
      "assetDescription": "Invesco Ltd",
      "assetType": "Stock",
      "type": "Sale",
      "amount": "$1,001 - $15,000",
      "capitalGainsOver200USD": "False",
      "comment": "",
      "link": "https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2022/8219068.pdf"
    },
    {
      "symbol": "IVZ",
      "senateID": "K000389",
      "disclosureDate": "2022-06-10",
      "transactionDate": "2022-05-05",
      "firstName": "Ro",
      "lastName": "Khanna",
      "office": "Ro Khanna",
      "district": "CA17",
      "owner": "Spouse",
      "assetDescription": "Invesco Ltd",
      "assetType": "Stock",
      "type": "Purchase",
      "amount": "$1,001 - $15,000",
      "capitalGainsOver200USD": "False",
      "comment": "",
      "link": "https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2022/8218940.pdf"
    },
    {
      "symbol": "IVZ",
      "senateID": "K000389",
      "disclosureDate": "2022-06-10",
      "transactionDate": "2022-05-10",
      "firstName": "Ro",
      "lastName": "Khanna",
      "office": "Ro Khanna",
      "district": "CA17",
      "owner": "",
      "assetDescription": "Invesco Ltd",
      "assetType": "Stock",
      "type": "Purchase",
      "amount": "$1,001 - $15,000",
      "capitalGainsOver200USD": "False",
      "comment": "",
      "link": "https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2022/8218940.pdf"
    },
    {
      "symbol": "IVZ",
      "senateID": "P000616",
      "disclosureDate": "2020-06-15",
      "transactionDate": "2020-05-13",
      "firstName": "Dean",
      "lastName": "Phillips",
      "office": "Dean Phillips",
      "district": "MN03",
      "owner": "",
      "assetDescription": "Invesco ltd",
      "assetType": "Stock",
      "type": "Sale (Full)",
      "amount": "$1,001 - $15,000",
      "capitalGainsOver200USD": "False",
      "comment": "",
      "link": "https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2020/20016759.pdf"
    },
    {
      "symbol": "IVZ",
      "senateID": "P000616",
      "disclosureDate": "2020-05-07",
      "transactionDate": "2020-04-02",
      "firstName": "Dean",
      "lastName": "Phillips",
      "office": "Dean Phillips",
      "district": "MN03",
      "owner": "",
      "assetDescription": "Invesco ltd",
      "assetType": "Stock",
      "type": "Purchase",
      "amount": "$1,001 - $15,000",
      "capitalGainsOver200USD": "False",
      "comment": "",
      "link": "https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2020/20016559.pdf"
    },
    {
      "symbol": "IVZ",
      "senateID": "C001062",
      "disclosureDate": "2020-02-07",
      "transactionDate": "2020-01-16",
      "firstName": "K. Michael",
      "lastName": "Conaway",
      "office": "K. Michael Conaway",
      "district": "TX11",
      "owner": "",
      "assetDescription": "Invesco Ltd",
      "assetType": "Stock",
      "type": "Purchase",
      "amount": "$1,001 - $15,000",
      "capitalGainsOver200USD": "False",
      "comment": "",
      "link": "https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2020/20015025.pdf"
    },
    {
      "symbol": "IVZ",
      "senateID": "C001123",
      "disclosureDate": "2020-01-10",
      "transactionDate": "2019-12-06",
      "firstName": "Gilbert",
      "lastName": "Cisneros",
      "office": "Gilbert Cisneros",
      "district": "CA31",
      "owner": "",
      "assetDescription": "Invesco Ltd",
      "assetType": "Stock",
      "type": "Purchase",
      "amount": "$1,001 - $15,000",
      "capitalGainsOver200USD": "False",
      "comment": "",
      "link": "https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2020/20013867.pdf"
    },
    {
      "symbol": "IVZ",
      "senateID": "M001187",
      "disclosureDate": "2018-10-03",
      "transactionDate": "2018-09-14",
      "firstName": "Mark R",
      "lastName": "Meadows",
      "office": "Mark R Meadows",
      "district": "NC11",
      "owner": "Joint",
      "assetDescription": "Invesco Ltd",
      "assetType": "Stock",
      "type": "Purchase",
      "amount": "$1,001 - $15,000",
      "capitalGainsOver200USD": "False",
      "comment": "",
      "link": "https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2018/20010409.pdf"
    }
  ],
  "dark_pool": [
    {
      "ticker": "IVZ",
      "executed_at": "2026-07-20T20:00:29.402000Z",
      "size": 28800.0,
      "price": 29.66,
      "premium": 854208.0,
      "volume": 28800.0,
      "trade_code": " "
    },
    {
      "ticker": "IVZ",
      "executed_at": "2026-07-20T20:00:15.380000Z",
      "size": 8635.0,
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    },
    {
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      "executed_at": "2026-07-20T20:00:29.443000Z",
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    {
      "ticker": "IVZ",
      "executed_at": "2026-07-20T20:00:30.509000Z",
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    {
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    {
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    {
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    {
      "ticker": "IVZ",
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  ],
  "ats": {
    "symbol": "IVZ",
    "date": "20260720",
    "ats_volume": 0,
    "total_volume": 1294655,
    "ats_ratio": 0.0,
    "ats_pct": 0.0,
    "signal": "Low",
    "history": [
      {
        "date": "20260720",
        "ats_ratio": 0.0
      },
      {
        "date": "20260717",
        "ats_ratio": 0.0
      },
      {
        "date": "20260716",
        "ats_ratio": 0.0
      },
      {
        "date": "20260715",
        "ats_ratio": 0.0
      },
      {
        "date": "20260714",
        "ats_ratio": 0.0
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    ]
  },
  "polygon_dp": {
    "ticker": "IVZ",
    "days": [
      {
        "date": "2026-07-20",
        "close": 29.66,
        "vwap": 29.74,
        "volume": 4647149,
        "vwap_discount_pct": 0.28
      },
      {
        "date": "2026-07-17",
        "close": 29.63,
        "vwap": 29.58,
        "volume": 5798639,
        "vwap_discount_pct": -0.17
      },
      {
        "date": "2026-07-16",
        "close": 30.3,
        "vwap": 30.44,
        "volume": 4669236,
        "vwap_discount_pct": 0.45
      },
      {
        "date": "2026-07-15",
        "close": 30.3,
        "vwap": 30.17,
        "volume": 6265161,
        "vwap_discount_pct": -0.42
      },
      {
        "date": "2026-07-14",
        "close": 28.73,
        "vwap": 28.67,
        "volume": 4108780,
        "vwap_discount_pct": -0.2
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    ],
    "avg_vwap_discount_pct": -0.01,
    "signal": "Neutral"
  },
  "options_flow": [],
  "net_premium": {
    "ticker": "IVZ",
    "net_call_premium": "9903.00",
    "net_put_premium": "-273.00",
    "call_premium": "59806.00",
    "put_premium": "2520.00",
    "bullish_premium": "33731.00",
    "bearish_premium": "23555.00",
    "put_call_ratio": "0.06263736263736263736",
    "iv_rank": "58.4783",
    "implied_move_perc": "0.078000",
    "gex_ratio": "0.15523565019602522159",
    "gex_net_change": "-181511.8876",
    "gex_call_delta": "938491.5432",
    "gex_put_delta": "-64271.9243",
    "gex_date": "2026-07-21"
  },
  "hot_chains": [
    {
      "last_price": "0.46",
      "option_symbol": "IVZ270115C00040000",
      "volume": 587,
      "ask_volume": 383,
      "bid_volume": 202,
      "open_interest": 1659,
      "nbbo_bid": "0.35",
      "nbbo_ask": "0.50",
      "avg_price": "0.4406643952299829642248722317"
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    {
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      "volume": 64,
      "ask_volume": 20,
      "bid_volume": 31,
      "open_interest": 158,
      "nbbo_bid": "0.65",
      "nbbo_ask": "1.00",
      "avg_price": "0.8673437500000000000000000000"
    },
    {
      "last_price": "1.31",
      "option_symbol": "IVZ270115C00035000",
      "volume": 46,
      "ask_volume": 46,
      "bid_volume": 0,
      "open_interest": 852,
      "nbbo_bid": "1.05",
      "nbbo_ask": "1.50",
      "avg_price": "1.3100"
    },
    {
      "last_price": "0.13",
      "option_symbol": "IVZ260821C00035000",
      "volume": 43,
      "ask_volume": 0,
      "bid_volume": 42,
      "open_interest": 37,
      "nbbo_bid": "0",
      "nbbo_ask": "0.20",
      "avg_price": "0.1346511627906976744186046511"
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    {
      "last_price": "0.35",
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      "volume": 42,
      "ask_volume": 9,
      "bid_volume": 33,
      "open_interest": 1836,
      "nbbo_bid": "0.40",
      "nbbo_ask": "0.70",
      "avg_price": "0.5180952380952380952380952381"
    },
    {
      "last_price": "0.41",
      "option_symbol": "IVZ260821C00033000",
      "volume": 32,
      "ask_volume": 1,
      "bid_volume": 31,
      "open_interest": 108,
      "nbbo_bid": "0.15",
      "nbbo_ask": "0.50",
      "avg_price": "0.4168750000000000000000000000"
    },
    {
      "last_price": "0.15",
      "option_symbol": "IVZ260821P00024000",
      "volume": 21,
      "ask_volume": 0,
      "bid_volume": 21,
      "open_interest": 2,
      "nbbo_bid": "0.05",
      "nbbo_ask": "0.25",
      "avg_price": "0.1547619047619047619047619048"
    },
    {
      "last_price": "1.80",
      "option_symbol": "IVZ261016C00031000",
      "volume": 20,
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      "bid_volume": 0,
      "open_interest": 134,
      "nbbo_bid": "1.50",
      "nbbo_ask": "2.00",
      "avg_price": "1.80"
    }
  ]
}

Market Environment

Data:

{
  "vix": 15.67,
  "sp500": 7572.4,
  "fed_funds": 3.64,
  "yield_curve_10y2y": 0.41,
  "hy_spread": 2.72,
  "treasury": {
    "date": "2026-07-20",
    "month1": 3.72,
    "month2": 3.81,
    "month3": 3.86,
    "month6": 4,
    "year1": 4.03,
    "year2": 4.21,
    "year3": 4.25,
    "year5": 4.33,
    "year7": 4.45,
    "year10": 4.6,
    "year20": 5.12,
    "year30": 5.11
  },
  "events": []
}

Intraday Patterns

Data:

{
  "days": 39,
  "patterns": [
    {
      "name": "VWAP Touch",
      "count": 39,
      "pct": 100
    },
    {
      "name": "9 EMA Touch",
      "count": 39,
      "pct": 100
    },
    {
      "name": "21 EMA Touch",
      "count": 39,
      "pct": 100
    },
    {
      "name": "ORB Breakout",
      "count": 38,
      "pct": 97
    },
    {
      "name": "Woodie Pivot Touch",
      "count": 38,
      "pct": 97
    },
    {
      "name": "PDH/PDL Touch",
      "count": 31,
      "pct": 79
    },
    {
      "name": "Open Retracement",
      "count": 28,
      "pct": 72
    },
    {
      "name": "Gap Fill",
      "count": 24,
      "pct": 62
    },
    {
      "name": "Darvas Box",
      "count": 24,
      "pct": 62
    },
    {
      "name": "High Vol Open",
      "count": 11,
      "pct": 28
    },
    {
      "name": "Power Hour",
      "count": 5,
      "pct": 13
    }
  ]
}