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Invesco Ltd. 2025-2026 Proxy Voting Records

Compiled from SEC Form N-PX filings and Invesco Ltd.’s Form 8-K (Item 5.07 on EDGAR). Page generated 04 October 2026.

  • 44Reported items
  • 594Asset managers
  • 9,880Fund votes
  • 2026-05-21Main meeting date

Proxy season: 2023-2024 2024-2025 2025-2026

Explore Invesco Ltd. in the interactive database Compare manager voting policies

Official 2025-2026 meeting results reported by Invesco Ltd.

These tallies are Invesco Ltd.’s own, as disclosed to the U.S. Securities and Exchange Commission on Form 8-K (Item 5.07, “Submission of Matters to a Vote of Security Holders”). They cover every share voted at the meeting, not just the funds that file Form N-PX.

Invesco Ltd. — official shareholder meeting results, meeting held 2026-05-21
Ballot itemForAgainst AbstainWithheldBroker non-votesOutcome
Elect Director: Sarah E. Beshar 340,977,4903,541,9479,936,636 ---- Majority: yes
Elect Director: Thomas M. Finke 342,265,3052,518,7769,671,992 ---- Majority: yes
Elect Director: Thomas P. Gibbons 342,148,8122,635,5589,671,703 ---- Majority: yes
Elect Director: William F. Glavin, Jr. 339,958,5234,827,5549,669,996 ---- Majority: yes
Elect Director: Elizabeth S. Johnson 342,311,9152,476,4529,667,706 ---- Majority: yes
Elect Director: Andrew R. Schlossberg 341,890,9492,853,8809,711,244 ---- Majority: yes
Elect Director: Sir Nigel Sheinwald 339,702,8625,065,9679,687,244 ---- Majority: yes
Elect Director: Paula C. Tolliver 342,151,1442,629,1809,675,749 ---- Majority: yes
Elect Director: G. Richard Wagoner, Jr. 335,923,8538,590,9029,941,318 ---- Majority: yes
Elect Director: Christopher C. Womack 341,990,8992,789,8909,675,284 ---- Majority: yes
Elect Director: Phoebe A. Wood 336,353,6648,425,7669,676,643 ---- Majority: yes
Proposal 2: Advisory vote on executive compensation. 339,412,1974,992,80210,051,074 ---- Passed
Proposal 3: Appointment of PricewaterhouseCoopers LLP as the Company's independent registered public accounting firm for the fiscal year ending December 31, 2026. 381,290,4724,813,5509,748,972 ---- Passed
Proposal 4: Approval of the amendment of the Company's Fourth Amended and Restated Bye-Laws to allow shareholders to remove a director with or without cause. 344,481,777270,1649,704,132 ---- Passed

Source: Invesco Ltd., Form 8-K — read the filing on EDGAR.

How asset managers voted at the Invesco Ltd. 2025-2026 meetings

Each item below shows how the 594 asset managers that disclosed a Invesco Ltd. vote in their SEC Form N-PX filings actually voted. Share totals are the shares those managers' funds voted, summed across every fund they report. These are reported items, not a count of the ballot: fund filings describe one ballot item in different words. Two descriptions are shown as one item only on evidence — the same text (or one cut short of the other), the same director nominee, or a match to the same row of Invesco Ltd.’s own Form 8-K tally — never because they merely read alike. A description that could not be joined that way is listed on its own, so one ballot item can appear more than once.

1. Advisory vote to approve the company's 2025 executive compensation.

SECTION 14A SAY-ON-PAY VOTESCompany result: Passed

Meeting held 2026-05-21.

Combines 11 wordings of this item as funds reported it.

99% Passed · of votes cast

FOR 99%
FOR: 339,412,197AGAINST: 4,992,802

Invesco Ltd.’s own tally for this item (“Proposal 2: Advisory vote on executive compensation.”): 339,412,197 for, 4,992,802 against — passed, per its Form 8-K (Item 5.07). Of all 443,300,000 outstanding shares: 77% for, 1% against (78% of the company cast a for/against vote).

The 547 asset managers below cast 99% of the shares they voted on this item FOR. Fund share totals are not shown for this item: fund-reported shares overlap across filings (an adviser and the funds it manages can each report the same shares), and here their sum exceeds the total votes cast at the meeting.

FOR 94%
FOR: 93.8%AGAINST: 1.1%ABSTAIN: 5.1%NOT VOTED: 0.0%
Largest asset managers voting on “Advisory vote to approve the company's 2025 executive compensation.” at Invesco Ltd., 2025-2026
Asset managerForAgainst AbstainWithheldVote
MASSACHUSETTS MUTUAL LIFE INSURANCE CO81,332,3390 00For
Vanguard54,068,91520 480For
BlackRock39,735,4600 00For
T. Rowe Price18,590,473623,649 00For
Invesco00 18,259,5900Abstain
Fidelity13,398,8800 00For
GEODE CAPITAL MANAGEMENT, LLC12,681,4700 00For
State Street10,410,45926,026 00For
Dimensional9,307,5300 00For
Charles Schwab8,832,6280 00For
Goldman Sachs8,448,4170 00For
AQR7,084,1420 00For
Northern Trust5,687,5600 00For
AllianceBernstein5,171,8570 00For
JUPITER ASSET MANAGEMENT LTD3,989,0360 00For
PARAMETRIC PORTFOLIO ASSOCIATES LLC3,500,0680 00For
Delaware/Macquarie3,205,6550 00For
Macquarie Investment Management Global Ltd3,205,6550 00For
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC2,258,4380 00For
SEI2,234,4770 00For
LOS ANGELES CAPITAL MANAGEMENT LLC2,073,2120 00For
DE Shaw1,950,6080 00For
First Trust1,780,0700 00For
MELLON INVESTMENTS Corp1,776,7760 00For
Nuveen1,745,3040 00For

Showing the 25 largest of 547 asset managers. See all 547 in the interactive database.

2. Amendment of the company's Fourth Amended and Restated Bye- Laws to allow shareholders to remove a director with or without cause.

CORPORATE GOVERNANCECompany result: Passed

Meeting held 2026-05-21.

Combines 4 wordings of this item as funds reported it.

99.9% Passed · of votes cast

FOR 99.9%
FOR: 344,481,777AGAINST: 270,164

Invesco Ltd.’s own tally for this item (“Proposal 4: Approval of the amendment of the Company's Fourth Amended and Restated Bye-Laws to allow shareholders to remove a director with or without cause.”): 344,481,777 for, 270,164 against — passed, per its Form 8-K (Item 5.07). Of all 443,300,000 outstanding shares: 78% for, 0.1% against (78% of the company cast a for/against vote).

The 121 asset managers below cast 99.9% of the shares they voted on this item FOR (135,783,639 for, 4 against).

FOR 94%
FOR: 135,783,639 (93.8%)AGAINST: 4 (0.0%)ABSTAIN: 8,984,242 (6.2%)NOT VOTED: 361 (0.0%)
Largest asset managers voting on “Amendment of the company's Fourth Amended and Restated Bye- Laws to allow shareholders to remove a director wi” at Invesco Ltd., 2025-2026
Asset managerForAgainst AbstainWithheldVote
Vanguard50,142,2604 470For
BlackRock22,676,4980 00For
Fidelity12,974,5280 00For
Invesco00 8,955,5630Abstain
Dimensional7,192,8920 00For
T. Rowe Price6,445,3830 00For
State Street5,069,3420 00For
Charles Schwab4,358,1990 00For
Delaware/Macquarie3,205,6550 00For
Goldman Sachs2,743,8520 00For
First Trust1,658,2670 00For
TIAA1,630,5700 00For
AllianceBernstein1,540,5440 00For
WisdomTree1,409,1510 00For
Columbia Threadneedle1,236,7760 00For
Advisers Investment Trust1,072,9000 00For
John Hancock910,4750 00For
AQR850,2020 00For
Northern Trust706,5990 00For
MASTER INVESTMENT PORTFOLIO642,5150 00For
AIG/SunAmerica578,6350 00For
Bridge Builder Trust528,7180 00For
SEI521,5710 00For
Empower508,8710 00For
Lincoln Financial497,3200 00For

Showing the 25 largest of 121 asset managers. See all 121 in the interactive database.

3. Election of Directors: Andrew R. Schlossberg

DIRECTOR ELECTIONSMajority of the votes cast: yes

Meeting held 2026-05-21.

Combines 4 wordings of this item as funds reported it.

99.1% Majority: yes · of votes cast

FOR 99.1%
FOR: 341,890,949AGAINST: 2,853,880

Invesco Ltd.’s own tally for this item (“Elect Director: Andrew R. Schlossberg”): 341,890,949 for, 2,853,880 against, per its Form 8-K (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item. Of all 443,300,000 outstanding shares: 77% for, 0.7% against (78% of the company cast a for/against vote).

The 121 asset managers below cast 99.9% of the shares they voted on this item FOR (135,726,317 for, 57,323 against).

FOR 94%
FOR: 135,726,317 (93.8%)AGAINST: 57,323 (0.0%)ABSTAIN: 8,984,243 (6.2%)NOT VOTED: 361 (0.0%)
Largest asset managers voting on “Election of Directors: Andrew R. Schlossberg” at Invesco Ltd., 2025-2026
Asset managerForAgainst AbstainWithheldVote
Vanguard50,142,25110 480For
BlackRock22,676,4980 00For
Fidelity12,974,5280 00For
Invesco00 8,955,5630Abstain
Dimensional7,192,8920 00For
T. Rowe Price6,445,3830 00For
State Street5,069,3420 00For
Charles Schwab4,358,1990 00For
Delaware/Macquarie3,205,6550 00For
Goldman Sachs2,743,8520 00For
First Trust1,658,2670 00For
TIAA1,630,5700 00For
AllianceBernstein1,540,5440 00For
WisdomTree1,409,1510 00For
Columbia Threadneedle1,236,7760 00For
Advisers Investment Trust1,072,9000 00For
John Hancock910,4750 00For
AQR850,2020 00For
Northern Trust706,5990 00For
MASTER INVESTMENT PORTFOLIO642,5150 00For
AIG/SunAmerica578,6350 00For
Bridge Builder Trust528,7180 00For
SEI521,5710 00For
Empower508,8710 00For
Lincoln Financial497,3200 00For

Showing the 25 largest of 121 asset managers. See all 121 in the interactive database.

4. Election of Directors: Christopher C. Womack

DIRECTOR ELECTIONSMajority of the votes cast: yes

Meeting held 2026-05-21.

Combines 4 wordings of this item as funds reported it.

99.1% Majority: yes · of votes cast

FOR 99.1%
FOR: 341,990,899AGAINST: 2,789,890

Invesco Ltd.’s own tally for this item (“Elect Director: Christopher C. Womack”): 341,990,899 for, 2,789,890 against, per its Form 8-K (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item. Of all 443,300,000 outstanding shares: 77% for, 0.7% against (78% of the company cast a for/against vote).

The 121 asset managers below cast 99.8% of the shares they voted on this item FOR (135,557,836 for, 225,806 against).

FOR 94%
FOR: 135,557,836 (93.6%)AGAINST: 225,806 (0.2%)ABSTAIN: 8,984,242 (6.2%)NOT VOTED: 361 (0.0%)
Largest asset managers voting on “Election of Directors: Christopher C. Womack” at Invesco Ltd., 2025-2026
Asset managerForAgainst AbstainWithheldVote
Vanguard50,142,2549 470For
BlackRock22,676,4980 00For
Fidelity12,974,5280 00For
Invesco00 8,955,5630Abstain
Dimensional7,192,8920 00For
T. Rowe Price6,445,3830 00For
State Street5,069,3420 00For
Charles Schwab4,358,1990 00For
Delaware/Macquarie3,205,6550 00For
Goldman Sachs2,743,8520 00For
First Trust1,658,2670 00For
TIAA1,630,5700 00For
AllianceBernstein1,540,5440 00For
WisdomTree1,409,1510 00For
Columbia Threadneedle1,236,7760 00For
Advisers Investment Trust1,072,9000 00For
John Hancock910,4750 00For
AQR850,2020 00For
Northern Trust706,5990 00For
MASTER INVESTMENT PORTFOLIO642,5150 00For
AIG/SunAmerica578,6350 00For
Bridge Builder Trust528,7180 00For
SEI521,5710 00For
Empower508,8710 00For
Lincoln Financial497,3200 00For

Showing the 25 largest of 121 asset managers. See all 121 in the interactive database.

5. Election of Directors: Elizabeth S. Johnson

DIRECTOR ELECTIONSMajority of the votes cast: yes

Meeting held 2026-05-21.

Combines 4 wordings of this item as funds reported it.

99.2% Majority: yes · of votes cast

FOR 99.2%
FOR: 342,311,915AGAINST: 2,476,452

Invesco Ltd.’s own tally for this item (“Elect Director: Elizabeth S. Johnson”): 342,311,915 for, 2,476,452 against, per its Form 8-K (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item. Of all 443,300,000 outstanding shares: 77% for, 0.6% against (78% of the company cast a for/against vote).

The 121 asset managers below cast 99.8% of the shares they voted on this item FOR (135,595,611 for, 188,031 against).

FOR 94%
FOR: 135,595,611 (93.7%)AGAINST: 188,031 (0.1%)ABSTAIN: 8,984,242 (6.2%)NOT VOTED: 361 (0.0%)
Largest asset managers voting on “Election of Directors: Elizabeth S. Johnson” at Invesco Ltd., 2025-2026
Asset managerForAgainst AbstainWithheldVote
Vanguard50,142,2558 470For
BlackRock22,676,4980 00For
Fidelity12,974,5280 00For
Invesco00 8,955,5630Abstain
Dimensional7,192,8920 00For
T. Rowe Price6,445,3830 00For
State Street5,069,3420 00For
Charles Schwab4,358,1990 00For
Delaware/Macquarie3,205,6550 00For
Goldman Sachs2,743,8520 00For
First Trust1,658,2670 00For
TIAA1,630,5700 00For
AllianceBernstein1,540,5440 00For
WisdomTree1,409,1510 00For
Columbia Threadneedle1,236,7760 00For
Advisers Investment Trust1,072,9000 00For
John Hancock910,4750 00For
AQR850,2020 00For
Northern Trust706,5990 00For
MASTER INVESTMENT PORTFOLIO642,5150 00For
AIG/SunAmerica578,6350 00For
Bridge Builder Trust528,7180 00For
SEI521,5710 00For
Empower508,8710 00For
Lincoln Financial497,3200 00For

Showing the 25 largest of 121 asset managers. See all 121 in the interactive database.

6. Election of Directors: G. Richard Wagoner, Jr.

DIRECTOR ELECTIONSMajority of the votes cast: yes

Meeting held 2026-05-21.

Combines 6 wordings of this item as funds reported it.

98% Majority: yes · of votes cast

FOR 98%
FOR: 335,923,853AGAINST: 8,590,902

Invesco Ltd.’s own tally for this item (“Elect Director: G. Richard Wagoner, Jr.”): 335,923,853 for, 8,590,902 against, per its Form 8-K (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item. Of all 443,300,000 outstanding shares: 76% for, 2% against (78% of the company cast a for/against vote).

The 121 asset managers below cast 99.7% of the shares they voted on this item FOR (135,456,086 for, 327,554 against).

FOR 94%
FOR: 135,456,086 (93.6%)AGAINST: 327,554 (0.2%)ABSTAIN: 8,984,241 (6.2%)NOT VOTED: 361 (0.0%)
Largest asset managers voting on “Election of Directors: G. Richard Wagoner, Jr.” at Invesco Ltd., 2025-2026
Asset managerForAgainst AbstainWithheldVote
Vanguard50,067,04975,213 460For
BlackRock22,666,13010,368 00For
Fidelity12,974,5280 00For
Invesco00 8,955,5630Abstain
Dimensional7,192,8920 00For
T. Rowe Price6,445,3830 00For
State Street5,069,3420 00For
Charles Schwab4,358,1990 00For
Delaware/Macquarie3,205,6550 00For
Goldman Sachs2,743,8520 00For
First Trust1,658,2670 00For
TIAA1,630,5700 00For
AllianceBernstein1,540,5440 00For
WisdomTree1,409,1510 00For
Columbia Threadneedle1,236,7760 00For
Advisers Investment Trust1,072,9000 00For
John Hancock910,4750 00For
AQR850,2020 00For
Northern Trust706,5990 00For
MASTER INVESTMENT PORTFOLIO642,5150 00For
AIG/SunAmerica578,6350 00For
Bridge Builder Trust528,7180 00For
SEI518,3923,179 00For
Empower508,8710 00For
Lincoln Financial497,3200 00For

Showing the 25 largest of 121 asset managers. See all 121 in the interactive database.

7. Election of Directors: Paula C. Tolliver

DIRECTOR ELECTIONSMajority of the votes cast: yes

Meeting held 2026-05-21.

Combines 4 wordings of this item as funds reported it.

99.2% Majority: yes · of votes cast

FOR 99.2%
FOR: 342,151,144AGAINST: 2,629,180

Invesco Ltd.’s own tally for this item (“Elect Director: Paula C. Tolliver”): 342,151,144 for, 2,629,180 against, per its Form 8-K (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item. Of all 443,300,000 outstanding shares: 77% for, 0.6% against (78% of the company cast a for/against vote).

The 121 asset managers below cast 99.8% of the shares they voted on this item FOR (135,595,610 for, 188,031 against).

FOR 94%
FOR: 135,595,610 (93.7%)AGAINST: 188,031 (0.1%)ABSTAIN: 8,984,242 (6.2%)NOT VOTED: 361 (0.0%)
Largest asset managers voting on “Election of Directors: Paula C. Tolliver” at Invesco Ltd., 2025-2026
Asset managerForAgainst AbstainWithheldVote
Vanguard50,142,2548 470For
BlackRock22,676,4980 00For
Fidelity12,974,5280 00For
Invesco00 8,955,5630Abstain
Dimensional7,192,8920 00For
T. Rowe Price6,445,3830 00For
State Street5,069,3420 00For
Charles Schwab4,358,1990 00For
Delaware/Macquarie3,205,6550 00For
Goldman Sachs2,743,8520 00For
First Trust1,658,2670 00For
TIAA1,630,5700 00For
AllianceBernstein1,540,5440 00For
WisdomTree1,409,1510 00For
Columbia Threadneedle1,236,7760 00For
Advisers Investment Trust1,072,9000 00For
John Hancock910,4750 00For
AQR850,2020 00For
Northern Trust706,5990 00For
MASTER INVESTMENT PORTFOLIO642,5150 00For
AIG/SunAmerica578,6350 00For
Bridge Builder Trust528,7180 00For
SEI521,5710 00For
Empower508,8710 00For
Lincoln Financial497,3200 00For

Showing the 25 largest of 121 asset managers. See all 121 in the interactive database.

8. Election of Directors: Sarah E. Beshar

DIRECTOR ELECTIONSMajority of the votes cast: yes

Meeting held 2026-05-21.

Combines 4 wordings of this item as funds reported it.

99% Majority: yes · of votes cast

FOR 99%
FOR: 340,977,490AGAINST: 3,541,947

Invesco Ltd.’s own tally for this item (“Elect Director: Sarah E. Beshar”): 340,977,490 for, 3,541,947 against, per its Form 8-K (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item. Of all 443,300,000 outstanding shares: 77% for, 0.8% against (78% of the company cast a for/against vote).

The 121 asset managers below cast 99.8% of the shares they voted on this item FOR (135,553,020 for, 230,620 against).

FOR 94%
FOR: 135,553,020 (93.6%)AGAINST: 230,620 (0.2%)ABSTAIN: 8,984,243 (6.2%)NOT VOTED: 361 (0.0%)
Largest asset managers voting on “Election of Directors: Sarah E. Beshar” at Invesco Ltd., 2025-2026
Asset managerForAgainst AbstainWithheldVote
Vanguard50,115,70126,560 480For
BlackRock22,673,9352,563 00For
Fidelity12,974,5280 00For
Invesco00 8,955,5630Abstain
Dimensional7,192,8920 00For
T. Rowe Price6,445,3830 00For
State Street5,069,3420 00For
Charles Schwab4,358,1990 00For
Delaware/Macquarie3,205,6550 00For
Goldman Sachs2,743,8520 00For
First Trust1,658,2670 00For
TIAA1,630,5700 00For
AllianceBernstein1,540,5440 00For
WisdomTree1,409,1510 00For
Columbia Threadneedle1,236,7760 00For
Advisers Investment Trust1,072,9000 00For
John Hancock910,4750 00For
AQR850,2020 00For
Northern Trust706,5990 00For
MASTER INVESTMENT PORTFOLIO642,5150 00For
AIG/SunAmerica578,6350 00For
Bridge Builder Trust528,7180 00For
SEI518,3923,179 00For
Empower508,8710 00For
Lincoln Financial497,3200 00For

Showing the 25 largest of 121 asset managers. See all 121 in the interactive database.

9. Election of Directors: Sir Nigel Sheinwald

DIRECTOR ELECTIONSMajority of the votes cast: yes

Meeting held 2026-05-21.

Combines 5 wordings of this item as funds reported it.

99% Majority: yes · of votes cast

FOR 99%
FOR: 339,702,862AGAINST: 5,065,967

Invesco Ltd.’s own tally for this item (“Elect Director: Sir Nigel Sheinwald”): 339,702,862 for, 5,065,967 against, per its Form 8-K (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item. Of all 443,300,000 outstanding shares: 77% for, 1% against (78% of the company cast a for/against vote).

The 121 asset managers below cast 99.7% of the shares they voted on this item FOR (135,498,687 for, 284,955 against).

FOR 94%
FOR: 135,498,687 (93.6%)AGAINST: 284,955 (0.2%)ABSTAIN: 8,984,241 (6.2%)NOT VOTED: 361 (0.0%)
Largest asset managers voting on “Election of Directors: Sir Nigel Sheinwald” at Invesco Ltd., 2025-2026
Asset managerForAgainst AbstainWithheldVote
Vanguard50,093,61348,650 460For
BlackRock22,668,6937,805 00For
Fidelity12,974,5280 00For
Invesco00 8,955,5630Abstain
Dimensional7,192,8920 00For
T. Rowe Price6,445,3830 00For
State Street5,069,3420 00For
Charles Schwab4,358,1990 00For
Delaware/Macquarie3,205,6550 00For
Goldman Sachs2,743,8520 00For
First Trust1,658,2670 00For
TIAA1,630,5700 00For
AllianceBernstein1,540,5440 00For
WisdomTree1,409,1510 00For
Columbia Threadneedle1,236,7760 00For
Advisers Investment Trust1,072,9000 00For
John Hancock910,4750 00For
AQR850,2020 00For
Northern Trust706,5990 00For
MASTER INVESTMENT PORTFOLIO642,5150 00For
AIG/SunAmerica578,6350 00For
Bridge Builder Trust528,7180 00For
SEI521,5710 00For
Empower508,8710 00For
Lincoln Financial497,3200 00For

Showing the 25 largest of 121 asset managers. See all 121 in the interactive database.

10. Election of Directors: Thomas M. Finke

DIRECTOR ELECTIONSMajority of the votes cast: yes

Meeting held 2026-05-21.

Combines 4 wordings of this item as funds reported it.

99.2% Majority: yes · of votes cast

FOR 99.2%
FOR: 342,265,305AGAINST: 2,518,776

Invesco Ltd.’s own tally for this item (“Elect Director: Thomas M. Finke”): 342,265,305 for, 2,518,776 against, per its Form 8-K (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item. Of all 443,300,000 outstanding shares: 77% for, 0.6% against (78% of the company cast a for/against vote).

The 121 asset managers below cast 99.8% of the shares they voted on this item FOR (135,595,611 for, 188,031 against).

FOR 94%
FOR: 135,595,611 (93.7%)AGAINST: 188,031 (0.1%)ABSTAIN: 8,984,242 (6.2%)NOT VOTED: 361 (0.0%)
Largest asset managers voting on “Election of Directors: Thomas M. Finke” at Invesco Ltd., 2025-2026
Asset managerForAgainst AbstainWithheldVote
Vanguard50,142,2558 470For
BlackRock22,676,4980 00For
Fidelity12,974,5280 00For
Invesco00 8,955,5630Abstain
Dimensional7,192,8920 00For
T. Rowe Price6,445,3830 00For
State Street5,069,3420 00For
Charles Schwab4,358,1990 00For
Delaware/Macquarie3,205,6550 00For
Goldman Sachs2,743,8520 00For
First Trust1,658,2670 00For
TIAA1,630,5700 00For
AllianceBernstein1,540,5440 00For
WisdomTree1,409,1510 00For
Columbia Threadneedle1,236,7760 00For
Advisers Investment Trust1,072,9000 00For
John Hancock910,4750 00For
AQR850,2020 00For
Northern Trust706,5990 00For
MASTER INVESTMENT PORTFOLIO642,5150 00For
AIG/SunAmerica578,6350 00For
Bridge Builder Trust528,7180 00For
SEI521,5710 00For
Empower508,8710 00For
Lincoln Financial497,3200 00For

Showing the 25 largest of 121 asset managers. See all 121 in the interactive database.

11. Election of Directors: Thomas P. Gibbons

DIRECTOR ELECTIONSMajority of the votes cast: yes

Meeting held 2026-05-21.

Combines 5 wordings of this item as funds reported it.

99.2% Majority: yes · of votes cast

FOR 99.2%
FOR: 342,148,812AGAINST: 2,635,558

Invesco Ltd.’s own tally for this item (“Elect Director: Thomas P. Gibbons”): 342,148,812 for, 2,635,558 against, per its Form 8-K (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item. Of all 443,300,000 outstanding shares: 77% for, 0.6% against (78% of the company cast a for/against vote).

The 121 asset managers below cast 99.8% of the shares they voted on this item FOR (135,557,837 for, 225,805 against).

FOR 94%
FOR: 135,557,837 (93.6%)AGAINST: 225,805 (0.2%)ABSTAIN: 8,984,242 (6.2%)NOT VOTED: 361 (0.0%)
Largest asset managers voting on “Election of Directors: Thomas P. Gibbons” at Invesco Ltd., 2025-2026
Asset managerForAgainst AbstainWithheldVote
Vanguard50,142,2558 470For
BlackRock22,676,4980 00For
Fidelity12,974,5280 00For
Invesco00 8,955,5630Abstain
Dimensional7,192,8920 00For
T. Rowe Price6,445,3830 00For
State Street5,069,3420 00For
Charles Schwab4,358,1990 00For
Delaware/Macquarie3,205,6550 00For
Goldman Sachs2,743,8520 00For
First Trust1,658,2670 00For
TIAA1,630,5700 00For
AllianceBernstein1,540,5440 00For
WisdomTree1,409,1510 00For
Columbia Threadneedle1,236,7760 00For
Advisers Investment Trust1,072,9000 00For
John Hancock910,4750 00For
AQR850,2020 00For
Northern Trust706,5990 00For
MASTER INVESTMENT PORTFOLIO642,5150 00For
AIG/SunAmerica578,6350 00For
Bridge Builder Trust528,7180 00For
SEI521,5710 00For
Empower508,8710 00For
Lincoln Financial497,3200 00For

Showing the 25 largest of 121 asset managers. See all 121 in the interactive database.

12. Election of Directors: William F. Glavin, Jr.

DIRECTOR ELECTIONSMajority of the votes cast: yes

Meeting held 2026-05-21.

Combines 4 wordings of this item as funds reported it.

99% Majority: yes · of votes cast

FOR 99%
FOR: 339,958,523AGAINST: 4,827,554

Invesco Ltd.’s own tally for this item (“Elect Director: William F. Glavin, Jr.”): 339,958,523 for, 4,827,554 against, per its Form 8-K (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item. Of all 443,300,000 outstanding shares: 77% for, 1% against (78% of the company cast a for/against vote).

The 121 asset managers below cast 99.8% of the shares they voted on this item FOR (135,595,293 for, 188,350 against).

FOR 94%
FOR: 135,595,293 (93.7%)AGAINST: 188,350 (0.1%)ABSTAIN: 8,984,241 (6.2%)NOT VOTED: 361 (0.0%)
Largest asset managers voting on “Election of Directors: William F. Glavin, Jr.” at Invesco Ltd., 2025-2026
Asset managerForAgainst AbstainWithheldVote
Vanguard50,142,24519 460For
BlackRock22,676,4980 00For
Fidelity12,974,5280 00For
Invesco00 8,955,5630Abstain
Dimensional7,192,8920 00For
T. Rowe Price6,445,3830 00For
State Street5,069,3420 00For
Charles Schwab4,358,1990 00For
Delaware/Macquarie3,205,6550 00For
Goldman Sachs2,743,8520 00For
First Trust1,658,2670 00For
TIAA1,630,5700 00For
AllianceBernstein1,540,5440 00For
WisdomTree1,409,1510 00For
Columbia Threadneedle1,236,7760 00For
Advisers Investment Trust1,072,9000 00For
John Hancock910,4750 00For
AQR850,2020 00For
Northern Trust706,5990 00For
MASTER INVESTMENT PORTFOLIO642,5150 00For
AIG/SunAmerica578,6350 00For
Bridge Builder Trust528,7180 00For
SEI521,5710 00For
Empower508,8710 00For
Lincoln Financial497,3200 00For

Showing the 25 largest of 121 asset managers. See all 121 in the interactive database.

13. Election of Directors: Phoebe A. Wood

DIRECTOR ELECTIONSMajority of the votes cast: yes

Meeting held 2026-05-21.

Combines 3 wordings of this item as funds reported it.

98% Majority: yes · of votes cast

FOR 98%
FOR: 336,353,664AGAINST: 8,425,766

Invesco Ltd.’s own tally for this item (“Elect Director: Phoebe A. Wood”): 336,353,664 for, 8,425,766 against, per its Form 8-K (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item. Of all 443,300,000 outstanding shares: 76% for, 2% against (78% of the company cast a for/against vote).

The 120 asset managers below cast 99.7% of the shares they voted on this item FOR (135,445,839 for, 314,483 against).

FOR 94%
FOR: 135,445,839 (93.6%)AGAINST: 314,483 (0.2%)ABSTAIN: 8,984,240 (6.2%)NOT VOTED: 361 (0.0%)
Largest asset managers voting on “Election of Directors: Phoebe A. Wood” at Invesco Ltd., 2025-2026
Asset managerForAgainst AbstainWithheldVote
Vanguard50,067,04975,214 450For
BlackRock22,666,13010,368 00For
Fidelity12,974,5280 00For
Invesco00 8,955,5630Abstain
Dimensional7,192,8920 00For
T. Rowe Price6,445,3830 00For
State Street5,069,3420 00For
Charles Schwab4,358,1990 00For
Delaware/Macquarie3,205,6550 00For
Goldman Sachs2,743,8520 00For
First Trust1,658,2670 00For
TIAA1,630,5700 00For
AllianceBernstein1,540,5440 00For
WisdomTree1,409,1510 00For
Columbia Threadneedle1,236,7760 00For
Advisers Investment Trust1,072,9000 00For
John Hancock910,4750 00For
AQR850,2020 00For
Northern Trust706,5990 00For
MASTER INVESTMENT PORTFOLIO642,5150 00For
AIG/SunAmerica578,6350 00For
Bridge Builder Trust528,7180 00For
SEI521,5710 00For
Empower508,8710 00For
Lincoln Financial497,3200 00For

Showing the 25 largest of 120 asset managers. See all 120 in the interactive database.

14. Appointment of PricewaterhouseCoopers LLP as the company's independent registered public accounting firm for 2026

AUDIT-RELATEDCompany result: Passed

Meeting held 2026-05-21.

Combines 5 wordings of this item as funds reported it.

99% Passed · of votes cast

FOR 99%
FOR: 381,290,472AGAINST: 4,813,550

Invesco Ltd.’s own tally for this item (“Proposal 3: Appointment of PricewaterhouseCoopers LLP as the Company's independent registered public accounting firm for the fiscal year ending December 31, 2026.”): 381,290,472 for, 4,813,550 against — passed, per its Form 8-K (Item 5.07). Of all 443,300,000 outstanding shares: 86% for, 1% against (87% of the company cast a for/against vote).

The 119 asset managers below cast 99.8% of the shares they voted on this item FOR (134,999,113 for, 165,443 against).

FOR 94%
FOR: 134,999,113 (93.7%)AGAINST: 165,443 (0.1%)ABSTAIN: 8,984,241 (6.2%)NOT VOTED: 361 (0.0%)
Largest asset managers voting on “Appointment of PricewaterhouseCoopers LLP as the company's independent registered public accounting firm for 2” at Invesco Ltd., 2025-2026
Asset managerForAgainst AbstainWithheldVote
Vanguard50,093,61248,651 460For
BlackRock22,668,6937,805 00For
Fidelity12,974,5280 00For
Invesco00 8,955,5630Abstain
Dimensional7,192,8920 00For
T. Rowe Price6,445,3830 00For
State Street5,069,3420 00For
Charles Schwab4,358,1990 00For
Delaware/Macquarie3,205,6550 00For
Goldman Sachs2,743,8520 00For
First Trust1,658,2670 00For
TIAA1,630,5700 00For
AllianceBernstein1,540,5440 00For
WisdomTree1,409,1510 00For
Columbia Threadneedle1,236,7760 00For
Advisers Investment Trust1,072,9000 00For
John Hancock910,4750 00For
AQR850,2020 00For
Northern Trust706,5990 00For
MASTER INVESTMENT PORTFOLIO642,5150 00For
AIG/SunAmerica578,6350 00For
Bridge Builder Trust528,7180 00For
SEI451,87369,698 00For
CARILLON SERIES TRUST447,5300 00For
Lincoln Financial398,0650 00For

Showing the 25 largest of 119 asset managers. See all 119 in the interactive database.

15. To approve amendments to the Trust's Trust Indenture and Agreement and Standard Terms and Conditions of Trust (the "Governing Instruments") that are intended to change the Trust's classification under the Investment Company Act of 1940, as amended, from a unit investment trust to an open-end management investment company.

INVESTMENT COMPANY MATTERS

Meeting held 2025-12-19; no official results are on file for this meeting.

Combines 3 wordings of this item as funds reported it.

100% fund support · no official result

FOR 99.9%

The 35 asset managers below cast 100% of the shares they voted on this item FOR (1,965,210 for, 0 against).

FOR: 1,965,210 (100.0%)UNKNOWN: 716 (0.0%)
Largest asset managers voting on “To approve amendments to the Trust's Trust Indenture and Agreement and Standard Terms and Conditions of Trust ” at Invesco Ltd., 2025-2026
Asset managerForAgainst AbstainWithheldVote
DIREXION FUNDS471,5000 00For
Managed Portfolio Series363,5330 00For
Equitable192,5670 00For
Exchange Place Advisors Trust178,9750 00For
Prudential/PGIM174,9000 00For
AdvisorShares Trust102,4000 00For
Thrivent86,8170 00For
ETF Series Solutions73,9970 00For
EA Series Trust59,2490 00For
Ultimus Managers Trust50,1580 00For
Tidal Trust II36,0440 00For
Calvert31,5000 00For
PACE SELECT ADVISORS TRUST21,9620 00For
NORTHERN LIGHTS FUND TRUST III20,6500 00For
Starboard20,3680 00For
Berkeley Capital Partners, LLC17,1020 00For
Crewe Advisors LLC13,8370 00For
GPS Funds II10,7450 00For
MUTUAL FUND SERIES TRUST9,2390 00For
Listed Funds Trust8,0280 00For
SHELTON CAPITAL MANAGEMENT5,4200 00For
ETF Opportunities Trust3,7330 00For
Lazard3,1400 00For
Investment Managers Series Trust II2,6610 00For
Keel Point, LLC2,6430 00For

Showing the 25 largest of 35 asset managers. See all 35 in the interactive database.

16. To approve an investment advisory agreement between the Trust and Invesco Capital Management LLC.

INVESTMENT COMPANY MATTERS

Meeting held 2025-12-19; no official results are on file for this meeting.

Combines 2 wordings of this item as funds reported it.

100% fund support · no official result

FOR 99.9%

The 35 asset managers below cast 100% of the shares they voted on this item FOR (1,965,210 for, 0 against).

FOR: 1,965,210 (100.0%)A: 716 (0.0%)
Largest asset managers voting on “To approve an investment advisory agreement between the Trust and Invesco Capital Management LLC.” at Invesco Ltd., 2025-2026
Asset managerForAgainst AbstainWithheldVote
DIREXION FUNDS471,5000 00For
Managed Portfolio Series363,5330 00For
Equitable192,5670 00For
Exchange Place Advisors Trust178,9750 00For
Prudential/PGIM174,9000 00For
AdvisorShares Trust102,4000 00For
Thrivent86,8170 00For
ETF Series Solutions73,9970 00For
EA Series Trust59,2490 00For
Ultimus Managers Trust50,1580 00For
Tidal Trust II36,0440 00For
Calvert31,5000 00For
PACE SELECT ADVISORS TRUST21,9620 00For
NORTHERN LIGHTS FUND TRUST III20,6500 00For
Starboard20,3680 00For
Berkeley Capital Partners, LLC17,1020 00For
Crewe Advisors LLC13,8370 00For
GPS Funds II10,7450 00For
MUTUAL FUND SERIES TRUST9,2390 00For
Listed Funds Trust8,0280 00For
SHELTON CAPITAL MANAGEMENT5,4200 00For
ETF Opportunities Trust3,7330 00For
Lazard3,1400 00For
Investment Managers Series Trust II2,6610 00For
Keel Point, LLC2,6430 00For

Showing the 25 largest of 35 asset managers. See all 35 in the interactive database.

17. To approve the election of nine (9) trustees to serve on the Board of Trustees of the Trust following the amendment of the Governing Instruments (Proposal 1) replacing the existing trustee (a bank) with a slate of individual trustees: Ronn R. Bagge

DIRECTOR ELECTIONS

Meeting held 2025-12-19; no official results are on file for this meeting.

Combines 5 wordings of this item as funds reported it.

100% fund support · no official result

FOR 81%ABSTAIN 19%

The 34 asset managers below cast 100% of the shares they voted on this item FOR (1,756,567 for, 0 against).

FOR: 1,756,567 (81.1%)ABSTAIN: 410,300 (18.9%)
Largest asset managers voting on “To approve the election of nine (9) trustees to serve on the Board of Trustees of the Trust following the amen” at Invesco Ltd., 2025-2026
Asset managerForAgainst AbstainWithheldVote
DIREXION FUNDS471,5000 00For
Equitable00 385,1340Abstain
Managed Portfolio Series363,5330 00For
Exchange Place Advisors Trust178,9750 00For
Prudential/PGIM174,9000 00For
AdvisorShares Trust102,4000 00For
Thrivent86,8170 00For
ETF Series Solutions73,9970 00For
EA Series Trust59,2490 00For
Ultimus Managers Trust50,1580 00For
Tidal Trust II36,0440 00For
Calvert31,5000 00For
PACE SELECT ADVISORS TRUST00 21,9620Abstain
NORTHERN LIGHTS FUND TRUST III20,6500 00For
Starboard20,3680 00For
Berkeley Capital Partners, LLC17,1020 00For
Crewe Advisors LLC13,8370 00For
GPS Funds II10,7450 00For
MUTUAL FUND SERIES TRUST9,2390 00For
Advisors' Inner Circle Fund II8,5230 7020For
Listed Funds Trust8,0280 00For
SHELTON CAPITAL MANAGEMENT5,4200 00For
ETF Opportunities Trust3,7330 00For
Lazard3,1400 00For
Investment Managers Series Trust II2,6610 00For

Showing the 25 largest of 34 asset managers. See all 34 in the interactive database.

18. To approve the election of nine (9) trustees to serve on the Board of Trustees of the Trust following the amendment of the Governing Instruments (Proposal 1) replacing the existing trustee (a bank) with a slate of individual trustees: Todd J. Barre

DIRECTOR ELECTIONS

Meeting held 2025-12-19; no official results are on file for this meeting.

Combines 5 wordings of this item as funds reported it.

100% fund support · no official result

FOR 81%ABSTAIN 19%

The 34 asset managers below cast 100% of the shares they voted on this item FOR (1,759,088 for, 0 against).

FOR: 1,759,088 (81.2%)ABSTAIN: 407,780 (18.8%)
Largest asset managers voting on “To approve the election of nine (9) trustees to serve on the Board of Trustees of the Trust following the amen” at Invesco Ltd., 2025-2026
Asset managerForAgainst AbstainWithheldVote
DIREXION FUNDS471,5000 00For
Equitable00 385,1340Abstain
Managed Portfolio Series363,5330 00For
Exchange Place Advisors Trust178,9750 00For
Prudential/PGIM174,9000 00For
AdvisorShares Trust102,4000 00For
Thrivent86,8170 00For
ETF Series Solutions73,9970 00For
EA Series Trust59,2490 00For
Ultimus Managers Trust50,1580 00For
Tidal Trust II36,0440 00For
Calvert31,5000 00For
PACE SELECT ADVISORS TRUST00 21,9620Abstain
NORTHERN LIGHTS FUND TRUST III20,6500 00For
Starboard20,3680 00For
Berkeley Capital Partners, LLC17,1020 00For
Crewe Advisors LLC13,8370 00For
GPS Funds II10,7450 00For
MUTUAL FUND SERIES TRUST9,2390 00For
Advisors' Inner Circle Fund II8,5420 6840For
Listed Funds Trust8,0280 00For
SHELTON CAPITAL MANAGEMENT5,4200 00For
ETF Opportunities Trust3,7330 00For
Lazard3,1400 00For
Investment Managers Series Trust II2,6610 00For

Showing the 25 largest of 34 asset managers. See all 34 in the interactive database.

19. To approve the election of nine (9) trustees to serve on the Board of Trustees of the Trust following the amendment of the Governing Instruments (Proposal 1) replacing the existing trustee (a bank) with a slate of individual trustees: Brian Hartigan

DIRECTOR ELECTIONS

Meeting held 2025-12-19; no official results are on file for this meeting.

Combines 5 wordings of this item as funds reported it.

100% fund support · no official result

FOR 99.9%

The 34 asset managers below cast 100% of the shares they voted on this item FOR (2,166,253 for, 0 against).

FOR: 2,166,253 (100.0%)ABSTAIN: 615 (0.0%)
Largest asset managers voting on “To approve the election of nine (9) trustees to serve on the Board of Trustees of the Trust following the amen” at Invesco Ltd., 2025-2026
Asset managerForAgainst AbstainWithheldVote
DIREXION FUNDS471,5000 00For
Equitable385,1340 00For
Managed Portfolio Series363,5330 00For
Exchange Place Advisors Trust178,9750 00For
Prudential/PGIM174,9000 00For
AdvisorShares Trust102,4000 00For
Thrivent86,8170 00For
ETF Series Solutions73,9970 00For
EA Series Trust59,2490 00For
Ultimus Managers Trust50,1580 00For
Tidal Trust II36,0440 00For
Calvert31,5000 00For
PACE SELECT ADVISORS TRUST21,9620 00For
NORTHERN LIGHTS FUND TRUST III20,6500 00For
Starboard20,3680 00For
Berkeley Capital Partners, LLC17,1020 00For
Crewe Advisors LLC13,8370 00For
GPS Funds II10,7450 00For
MUTUAL FUND SERIES TRUST9,2390 00For
Advisors' Inner Circle Fund II8,6100 6150For
Listed Funds Trust8,0280 00For
SHELTON CAPITAL MANAGEMENT5,4200 00For
ETF Opportunities Trust3,7330 00For
Lazard3,1400 00For
Investment Managers Series Trust II2,6610 00For

Showing the 25 largest of 34 asset managers. See all 34 in the interactive database.

20. To approve the election of nine (9) trustees to serve on the Board of Trustees of the Trust following the amendment of the Governing Instruments (Proposal 1) replacing the existing trustee (a bank) with a slate of individual trustees: Victoria J. Herget

DIRECTOR ELECTIONS

Meeting held 2025-12-19; no official results are on file for this meeting.

Combines 5 wordings of this item as funds reported it.

100% fund support · no official result

FOR 99.9%

The 34 asset managers below cast 100% of the shares they voted on this item FOR (2,166,249 for, 0 against).

FOR: 2,166,249 (100.0%)ABSTAIN: 619 (0.0%)
Largest asset managers voting on “To approve the election of nine (9) trustees to serve on the Board of Trustees of the Trust following the amen” at Invesco Ltd., 2025-2026
Asset managerForAgainst AbstainWithheldVote
DIREXION FUNDS471,5000 00For
Equitable385,1340 00For
Managed Portfolio Series363,5330 00For
Exchange Place Advisors Trust178,9750 00For
Prudential/PGIM174,9000 00For
AdvisorShares Trust102,4000 00For
Thrivent86,8170 00For
ETF Series Solutions73,9970 00For
EA Series Trust59,2490 00For
Ultimus Managers Trust50,1580 00For
Tidal Trust II36,0440 00For
Calvert31,5000 00For
PACE SELECT ADVISORS TRUST21,9620 00For
NORTHERN LIGHTS FUND TRUST III20,6500 00For
Starboard20,3680 00For
Berkeley Capital Partners, LLC17,1020 00For
Crewe Advisors LLC13,8370 00For
GPS Funds II10,7450 00For
MUTUAL FUND SERIES TRUST9,2390 00For
Advisors' Inner Circle Fund II8,6070 6190For
Listed Funds Trust8,0280 00For
SHELTON CAPITAL MANAGEMENT5,4200 00For
ETF Opportunities Trust3,7330 00For
Lazard3,1400 00For
Investment Managers Series Trust II2,6610 00For

Showing the 25 largest of 34 asset managers. See all 34 in the interactive database.

21. To approve the election of nine (9) trustees to serve on the Board of Trustees of the Trust following the amendment of the Governing Instruments (Proposal 1) replacing the existing trustee (a bank) with a slate of individual trustees: Marc M. Kole

DIRECTOR ELECTIONS

Meeting held 2025-12-19; no official results are on file for this meeting.

Combines 5 wordings of this item as funds reported it.

100% fund support · no official result

FOR 81%ABSTAIN 19%

The 34 asset managers below cast 100% of the shares they voted on this item FOR (1,759,087 for, 0 against).

FOR: 1,759,087 (81.2%)ABSTAIN: 407,781 (18.8%)
Largest asset managers voting on “To approve the election of nine (9) trustees to serve on the Board of Trustees of the Trust following the amen” at Invesco Ltd., 2025-2026
Asset managerForAgainst AbstainWithheldVote
DIREXION FUNDS471,5000 00For
Equitable00 385,1340Abstain
Managed Portfolio Series363,5330 00For
Exchange Place Advisors Trust178,9750 00For
Prudential/PGIM174,9000 00For
AdvisorShares Trust102,4000 00For
Thrivent86,8170 00For
ETF Series Solutions73,9970 00For
EA Series Trust59,2490 00For
Ultimus Managers Trust50,1580 00For
Tidal Trust II36,0440 00For
Calvert31,5000 00For
PACE SELECT ADVISORS TRUST00 21,9620Abstain
NORTHERN LIGHTS FUND TRUST III20,6500 00For
Starboard20,3680 00For
Berkeley Capital Partners, LLC17,1020 00For
Crewe Advisors LLC13,8370 00For
GPS Funds II10,7450 00For
MUTUAL FUND SERIES TRUST9,2390 00For
Advisors' Inner Circle Fund II8,5410 6850For
Listed Funds Trust8,0280 00For
SHELTON CAPITAL MANAGEMENT5,4200 00For
ETF Opportunities Trust3,7330 00For
Lazard3,1400 00For
Investment Managers Series Trust II2,6610 00For

Showing the 25 largest of 34 asset managers. See all 34 in the interactive database.

22. To approve the election of nine (9) trustees to serve on the Board of Trustees of the Trust following the amendment of the Governing Instruments (Proposal 1) replacing the existing trustee (a bank) with a slate of individual trustees: Yung Bong Lim

DIRECTOR ELECTIONS

Meeting held 2025-12-19; no official results are on file for this meeting.

Combines 5 wordings of this item as funds reported it.

100% fund support · no official result

FOR 81%ABSTAIN 19%

The 34 asset managers below cast 100% of the shares they voted on this item FOR (1,759,087 for, 0 against).

FOR: 1,759,087 (81.2%)ABSTAIN: 407,781 (18.8%)
Largest asset managers voting on “To approve the election of nine (9) trustees to serve on the Board of Trustees of the Trust following the amen” at Invesco Ltd., 2025-2026
Asset managerForAgainst AbstainWithheldVote
DIREXION FUNDS471,5000 00For
Equitable00 385,1340Abstain
Managed Portfolio Series363,5330 00For
Exchange Place Advisors Trust178,9750 00For
Prudential/PGIM174,9000 00For
AdvisorShares Trust102,4000 00For
Thrivent86,8170 00For
ETF Series Solutions73,9970 00For
EA Series Trust59,2490 00For
Ultimus Managers Trust50,1580 00For
Tidal Trust II36,0440 00For
Calvert31,5000 00For
PACE SELECT ADVISORS TRUST00 21,9620Abstain
NORTHERN LIGHTS FUND TRUST III20,6500 00For
Starboard20,3680 00For
Berkeley Capital Partners, LLC17,1020 00For
Crewe Advisors LLC13,8370 00For
GPS Funds II10,7450 00For
MUTUAL FUND SERIES TRUST9,2390 00For
Advisors' Inner Circle Fund II8,5400 6850For
Listed Funds Trust8,0280 00For
SHELTON CAPITAL MANAGEMENT5,4200 00For
ETF Opportunities Trust3,7330 00For
Lazard3,1400 00For
Investment Managers Series Trust II2,6610 00For

Showing the 25 largest of 34 asset managers. See all 34 in the interactive database.

23. To approve the election of nine (9) trustees to serve on the Board of Trustees of the Trust following the amendment of the Governing Instruments (Proposal 1) replacing the existing trustee (a bank) with a slate of individual trustees: Joanne Pace

DIRECTOR ELECTIONS

Meeting held 2025-12-19; no official results are on file for this meeting.

Combines 5 wordings of this item as funds reported it.

100% fund support · no official result

FOR 99.9%

The 34 asset managers below cast 100% of the shares they voted on this item FOR (2,166,253 for, 0 against).

FOR: 2,166,253 (100.0%)ABSTAIN: 615 (0.0%)
Largest asset managers voting on “To approve the election of nine (9) trustees to serve on the Board of Trustees of the Trust following the amen” at Invesco Ltd., 2025-2026
Asset managerForAgainst AbstainWithheldVote
DIREXION FUNDS471,5000 00For
Equitable385,1340 00For
Managed Portfolio Series363,5330 00For
Exchange Place Advisors Trust178,9750 00For
Prudential/PGIM174,9000 00For
AdvisorShares Trust102,4000 00For
Thrivent86,8170 00For
ETF Series Solutions73,9970 00For
EA Series Trust59,2490 00For
Ultimus Managers Trust50,1580 00For
Tidal Trust II36,0440 00For
Calvert31,5000 00For
PACE SELECT ADVISORS TRUST21,9620 00For
NORTHERN LIGHTS FUND TRUST III20,6500 00For
Starboard20,3680 00For
Berkeley Capital Partners, LLC17,1020 00For
Crewe Advisors LLC13,8370 00For
GPS Funds II10,7450 00For
MUTUAL FUND SERIES TRUST9,2390 00For
Advisors' Inner Circle Fund II8,6100 6150For
Listed Funds Trust8,0280 00For
SHELTON CAPITAL MANAGEMENT5,4200 00For
ETF Opportunities Trust3,7330 00For
Lazard3,1400 00For
Investment Managers Series Trust II2,6610 00For

Showing the 25 largest of 34 asset managers. See all 34 in the interactive database.

24. To approve the election of nine (9) trustees to serve on the Board of Trustees of the Trust following the amendment of the Governing Instruments (Proposal 1) replacing the existing trustee (a bank) with a slate of individual trustees: Gary R. Wicker

DIRECTOR ELECTIONS

Meeting held 2025-12-19; no official results are on file for this meeting.

Combines 5 wordings of this item as funds reported it.

100% fund support · no official result

FOR 81%ABSTAIN 19%

The 34 asset managers below cast 100% of the shares they voted on this item FOR (1,759,088 for, 0 against).

FOR: 1,759,088 (81.2%)ABSTAIN: 407,780 (18.8%)
Largest asset managers voting on “To approve the election of nine (9) trustees to serve on the Board of Trustees of the Trust following the amen” at Invesco Ltd., 2025-2026
Asset managerForAgainst AbstainWithheldVote
DIREXION FUNDS471,5000 00For
Equitable00 385,1340Abstain
Managed Portfolio Series363,5330 00For
Exchange Place Advisors Trust178,9750 00For
Prudential/PGIM174,9000 00For
AdvisorShares Trust102,4000 00For
Thrivent86,8170 00For
ETF Series Solutions73,9970 00For
EA Series Trust59,2490 00For
Ultimus Managers Trust50,1580 00For
Tidal Trust II36,0440 00For
Calvert31,5000 00For
PACE SELECT ADVISORS TRUST00 21,9620Abstain
NORTHERN LIGHTS FUND TRUST III20,6500 00For
Starboard20,3680 00For
Berkeley Capital Partners, LLC17,1020 00For
Crewe Advisors LLC13,8370 00For
GPS Funds II10,7450 00For
MUTUAL FUND SERIES TRUST9,2390 00For
Advisors' Inner Circle Fund II8,5420 6840For
Listed Funds Trust8,0280 00For
SHELTON CAPITAL MANAGEMENT5,4200 00For
ETF Opportunities Trust3,7330 00For
Lazard3,1400 00For
Investment Managers Series Trust II2,6610 00For

Showing the 25 largest of 34 asset managers. See all 34 in the interactive database.

25. To approve the election of nine (9) trustees to serve on the Board of Trustees of the Trust following the amendment of the Governing Instruments (Proposal 1) replacing the existing trustee (a bank) with a slate of individual trustees: Donald H. Wilson

DIRECTOR ELECTIONS

Meeting held 2025-12-19; no official results are on file for this meeting.

Combines 5 wordings of this item as funds reported it.

100% fund support · no official result

FOR 81%ABSTAIN 19%

The 34 asset managers below cast 100% of the shares they voted on this item FOR (1,759,089 for, 0 against).

FOR: 1,759,089 (81.2%)ABSTAIN: 407,779 (18.8%)
Largest asset managers voting on “To approve the election of nine (9) trustees to serve on the Board of Trustees of the Trust following the amen” at Invesco Ltd., 2025-2026
Asset managerForAgainst AbstainWithheldVote
DIREXION FUNDS471,5000 00For
Equitable00 385,1340Abstain
Managed Portfolio Series363,5330 00For
Exchange Place Advisors Trust178,9750 00For
Prudential/PGIM174,9000 00For
AdvisorShares Trust102,4000 00For
Thrivent86,8170 00For
ETF Series Solutions73,9970 00For
EA Series Trust59,2490 00For
Ultimus Managers Trust50,1580 00For
Tidal Trust II36,0440 00For
Calvert31,5000 00For
PACE SELECT ADVISORS TRUST00 21,9620Abstain
NORTHERN LIGHTS FUND TRUST III20,6500 00For
Starboard20,3680 00For
Berkeley Capital Partners, LLC17,1020 00For
Crewe Advisors LLC13,8370 00For
GPS Funds II10,7450 00For
MUTUAL FUND SERIES TRUST9,2390 00For
Advisors' Inner Circle Fund II8,5430 6830For
Listed Funds Trust8,0280 00For
SHELTON CAPITAL MANAGEMENT5,4200 00For
ETF Opportunities Trust3,7330 00For
Lazard3,1400 00For
Investment Managers Series Trust II2,6610 00For

Showing the 25 largest of 34 asset managers. See all 34 in the interactive database.

26. TO APPROVE AN INVESTMENT ADVISORY AGREEMENT BETWEEN THE TRUST AND INVESCO CAPITAL MANAGEMENT LLC.

INVESTMENT COMPANY MATTERS

Reported under meeting date 2025-10-24; no official results on file for that date.

Combines 3 wordings of this item as funds reported it.

100% fund support · no official result

FOR 100%

The 8 asset managers below cast 100% of the shares they voted on this item FOR (390,134 for, 0 against).

FOR: 390,134 (100.0%)
Largest asset managers voting on “TO APPROVE AN INVESTMENT ADVISORY AGREEMENT BETWEEN THE TRUST AND INVESCO CAPITAL MANAGEMENT LLC.” at Invesco Ltd., 2025-2026
Asset managerForAgainst AbstainWithheldVote
Northern Lights Fund Trust IV203,0000 00For
Sendero Wealth Management, LLC183,7310 00For
Advisors' Inner Circle Fund II2,8150 00For
apricus wealth, LLC1670 00For
Integris Wealth Management, LLC1470 00For
Kanen Wealth Management LLC1400 00For
Schulz Wealth, LTD.1140 00For
KKM Financial LLC200 00For

27. DIRECTOR: BRIAN HARTIGAN

DIRECTOR ELECTIONS

Reported under meeting date 2025-10-24; no official results on file for that date.

Combines 4 wordings of this item as funds reported it.

100% fund support · no official result

FOR 100%

The 7 asset managers below cast 100% of the shares they voted on this item FOR (187,134 for, 0 against).

FOR: 187,134 (100.0%)
Largest asset managers voting on “DIRECTOR: BRIAN HARTIGAN” at Invesco Ltd., 2025-2026
Asset managerForAgainst AbstainWithheldVote
Sendero Wealth Management, LLC183,7310 00For
Advisors' Inner Circle Fund II2,8150 00For
apricus wealth, LLC1670 00For
Integris Wealth Management, LLC1470 00For
Kanen Wealth Management LLC1400 00For
Schulz Wealth, LTD.1140 00For
KKM Financial LLC200 00For

28. DIRECTOR: DONALD H. WILSON

DIRECTOR ELECTIONS

Reported under meeting date 2025-10-24; no official results on file for that date.

Combines 4 wordings of this item as funds reported it.

100% fund support · no official result

ABSTAIN 98%

The 7 asset managers below cast 100% of the shares they voted on this item FOR (3,216 for, 0 against).

FOR: 3,216 (1.7%)ABSTAIN: 183,918 (98.3%)
Largest asset managers voting on “DIRECTOR: DONALD H. WILSON” at Invesco Ltd., 2025-2026
Asset managerForAgainst AbstainWithheldVote
Sendero Wealth Management, LLC00 183,7310Abstain
Advisors' Inner Circle Fund II2,8150 00For
apricus wealth, LLC00 1670Abstain
Integris Wealth Management, LLC1470 00For
Kanen Wealth Management LLC1400 00For
Schulz Wealth, LTD.1140 00For
KKM Financial LLC00 200Abstain

29. DIRECTOR: GARY R. WICKER

DIRECTOR ELECTIONS

Reported under meeting date 2025-10-24; no official results on file for that date.

Combines 4 wordings of this item as funds reported it.

100% fund support · no official result

ABSTAIN 98%

The 7 asset managers below cast 100% of the shares they voted on this item FOR (3,216 for, 0 against).

FOR: 3,216 (1.7%)ABSTAIN: 183,918 (98.3%)
Largest asset managers voting on “DIRECTOR: GARY R. WICKER” at Invesco Ltd., 2025-2026
Asset managerForAgainst AbstainWithheldVote
Sendero Wealth Management, LLC00 183,7310Abstain
Advisors' Inner Circle Fund II2,8150 00For
apricus wealth, LLC00 1670Abstain
Integris Wealth Management, LLC1470 00For
Kanen Wealth Management LLC1400 00For
Schulz Wealth, LTD.1140 00For
KKM Financial LLC00 200Abstain

30. DIRECTOR: JOANNE PACE

DIRECTOR ELECTIONS

Reported under meeting date 2025-10-24; no official results on file for that date.

Combines 4 wordings of this item as funds reported it.

100% fund support · no official result

FOR 100%

The 7 asset managers below cast 100% of the shares they voted on this item FOR (187,134 for, 0 against).

FOR: 187,134 (100.0%)
Largest asset managers voting on “DIRECTOR: JOANNE PACE” at Invesco Ltd., 2025-2026
Asset managerForAgainst AbstainWithheldVote
Sendero Wealth Management, LLC183,7310 00For
Advisors' Inner Circle Fund II2,8150 00For
apricus wealth, LLC1670 00For
Integris Wealth Management, LLC1470 00For
Kanen Wealth Management LLC1400 00For
Schulz Wealth, LTD.1140 00For
KKM Financial LLC200 00For

31. DIRECTOR: MARC M. KOLE

DIRECTOR ELECTIONS

Reported under meeting date 2025-10-24; no official results on file for that date.

Combines 4 wordings of this item as funds reported it.

100% fund support · no official result

ABSTAIN 98%

The 7 asset managers below cast 100% of the shares they voted on this item FOR (3,216 for, 0 against).

FOR: 3,216 (1.7%)ABSTAIN: 183,918 (98.3%)
Largest asset managers voting on “DIRECTOR: MARC M. KOLE” at Invesco Ltd., 2025-2026
Asset managerForAgainst AbstainWithheldVote
Sendero Wealth Management, LLC00 183,7310Abstain
Advisors' Inner Circle Fund II2,8150 00For
apricus wealth, LLC00 1670Abstain
Integris Wealth Management, LLC1470 00For
Kanen Wealth Management LLC1400 00For
Schulz Wealth, LTD.1140 00For
KKM Financial LLC00 200Abstain

32. DIRECTOR: RONN R. BAGGE

DIRECTOR ELECTIONS

Reported under meeting date 2025-10-24; no official results on file for that date.

Combines 4 wordings of this item as funds reported it.

100% fund support · no official result

ABSTAIN 98%

The 7 asset managers below cast 100% of the shares they voted on this item FOR (3,216 for, 0 against).

FOR: 3,216 (1.7%)ABSTAIN: 183,918 (98.3%)
Largest asset managers voting on “DIRECTOR: RONN R. BAGGE” at Invesco Ltd., 2025-2026
Asset managerForAgainst AbstainWithheldVote
Sendero Wealth Management, LLC00 183,7310Abstain
Advisors' Inner Circle Fund II2,8150 00For
apricus wealth, LLC00 1670Abstain
Integris Wealth Management, LLC1470 00For
Kanen Wealth Management LLC1400 00For
Schulz Wealth, LTD.1140 00For
KKM Financial LLC00 200Abstain

33. DIRECTOR: TODD J. BARRE

DIRECTOR ELECTIONS

Reported under meeting date 2025-10-24; no official results on file for that date.

Combines 4 wordings of this item as funds reported it.

100% fund support · no official result

ABSTAIN 98%

The 7 asset managers below cast 100% of the shares they voted on this item FOR (3,216 for, 0 against).

FOR: 3,216 (1.7%)ABSTAIN: 183,918 (98.3%)
Largest asset managers voting on “DIRECTOR: TODD J. BARRE” at Invesco Ltd., 2025-2026
Asset managerForAgainst AbstainWithheldVote
Sendero Wealth Management, LLC00 183,7310Abstain
Advisors' Inner Circle Fund II2,8150 00For
apricus wealth, LLC00 1670Abstain
Integris Wealth Management, LLC1470 00For
Kanen Wealth Management LLC1400 00For
Schulz Wealth, LTD.1140 00For
KKM Financial LLC00 200Abstain

34. DIRECTOR: VICTORIA J. HERGET

DIRECTOR ELECTIONS

Reported under meeting date 2025-10-24; no official results on file for that date.

Combines 4 wordings of this item as funds reported it.

100% fund support · no official result

FOR 100%

The 7 asset managers below cast 100% of the shares they voted on this item FOR (187,134 for, 0 against).

FOR: 187,134 (100.0%)
Largest asset managers voting on “DIRECTOR: VICTORIA J. HERGET” at Invesco Ltd., 2025-2026
Asset managerForAgainst AbstainWithheldVote
Sendero Wealth Management, LLC183,7310 00For
Advisors' Inner Circle Fund II2,8150 00For
apricus wealth, LLC1670 00For
Integris Wealth Management, LLC1470 00For
Kanen Wealth Management LLC1400 00For
Schulz Wealth, LTD.1140 00For
KKM Financial LLC200 00For

35. DIRECTOR: YUNG BONG LIM

DIRECTOR ELECTIONS

Reported under meeting date 2025-10-24; no official results on file for that date.

Combines 4 wordings of this item as funds reported it.

100% fund support · no official result

ABSTAIN 98%

The 7 asset managers below cast 100% of the shares they voted on this item FOR (3,216 for, 0 against).

FOR: 3,216 (1.7%)ABSTAIN: 183,918 (98.3%)
Largest asset managers voting on “DIRECTOR: YUNG BONG LIM” at Invesco Ltd., 2025-2026
Asset managerForAgainst AbstainWithheldVote
Sendero Wealth Management, LLC00 183,7310Abstain
Advisors' Inner Circle Fund II2,8150 00For
apricus wealth, LLC00 1670Abstain
Integris Wealth Management, LLC1470 00For
Kanen Wealth Management LLC1400 00For
Schulz Wealth, LTD.1140 00For
KKM Financial LLC00 200Abstain

36. Ratify PricewaterhouseCoopers LLP as Auditors

AUDIT-RELATEDCompany result: Passed

Meeting held 2026-05-21.

99% Passed · of votes cast

FOR 99%
FOR: 381,290,472AGAINST: 4,813,550

Invesco Ltd.’s own tally for this item (“Proposal 3: Appointment of PricewaterhouseCoopers LLP as the Company's independent registered public accounting firm for the fiscal year ending December 31, 2026.”): 381,290,472 for, 4,813,550 against — passed, per its Form 8-K (Item 5.07). Of all 443,300,000 outstanding shares: 86% for, 1% against (87% of the company cast a for/against vote).

The 4 asset managers below cast 100% of the shares they voted on this item FOR (619,086 for, 0 against).

FOR 100%
FOR: 619,086 (100.0%)
Largest asset managers voting on “Ratify PricewaterhouseCoopers LLP as Auditors” at Invesco Ltd., 2025-2026
Asset managerForAgainst AbstainWithheldVote
Empower508,8710 00For
Lincoln Financial99,2550 00For
CLEARWATER INVESTMENT TRUST6,5600 00For
NORTHERN LIGHTS FUND TRUST II4,4000 00For

37. To approve amendments to the Trust's Trust Indenture and Agreement and Standard Terms and Conditions of Trust (the "Governing Instruments") that are intended to change the Trust's classification under the Investment Company Act of 1940, as amended, from a unit investment trust to an open-end management investment company.

CORPORATE GOVERNANCE

Reported under meeting date 2025-10-24; no official results on file for that date.

Combines 3 wordings of this item as funds reported it.

100% fund support · no official result

FOR 100%

The 4 asset managers below cast 100% of the shares they voted on this item FOR (206,102 for, 0 against).

FOR: 206,102 (100.0%)
Largest asset managers voting on “To approve amendments to the Trust's Trust Indenture and Agreement and Standard Terms and Conditions of Trust ” at Invesco Ltd., 2025-2026
Asset managerForAgainst AbstainWithheldVote
Northern Lights Fund Trust IV203,0000 00For
Advisors' Inner Circle Fund II2,8150 00For
Integris Wealth Management, LLC1470 00For
Kanen Wealth Management LLC1400 00For

38. TO APPROVE AMENDMENTS TO THE TRUST'S TRUST INDENTURE AND AGREEMENT AND STANDARD TERMS AND CONDITIONS OF TRUST (THE GOVERNING INSTRUMENTS&QUOT) THAT ARE INTENDED TO CHANGE THE TRUST'S CLASSIFICATION UNDER THE INVESTMENT COMPANY ACT OF 1940, AS AMENDED, FROM A UNIT INVESTMENT TRUST TO AN OPEN-END MANAGEMENT INVESTMENT COMPANY. &QUOT

INVESTMENT COMPANY MATTERS

Reported under meeting date 2025-10-24; no official results on file for that date.

100% fund support · no official result

FOR 100%

The 3 asset managers below cast 100% of the shares they voted on this item FOR (183,918 for, 0 against).

FOR: 183,918 (100.0%)
Largest asset managers voting on “TO APPROVE AMENDMENTS TO THE TRUST'S TRUST INDENTURE AND AGREEMENT AND STANDARD TERMS AND CONDITIONS OF TRUST ” at Invesco Ltd., 2025-2026
Asset managerForAgainst AbstainWithheldVote
Sendero Wealth Management, LLC183,7310 00For
apricus wealth, LLC1670 00For
KKM Financial LLC200 00For

39. DIRECTOR

DIRECTOR ELECTIONS

Meeting held 2025-12-19; no official results are on file for this meeting.

100% fund support · no official result

FOR 16%W 84%

The 3 asset managers below cast 100% of the shares they voted on this item FOR (135 for, 0 against).

FOR: 135 (15.9%)W: 716 (84.1%)
Largest asset managers voting on “DIRECTOR” at Invesco Ltd., 2025-2026
Asset managerForAgainst AbstainWithheldVote
ZEVIN ASSET MANAGEMENT LLC00 00W
BALLAST ADVISORS LLC930 00For
Roberts Wealth Advisors, LLC420 00For

40. Approve Conversion to an Open-End Investment Company

INVESTMENT COMPANY MATTERS

Meeting held 2025-12-19; no official results are on file for this meeting.

99.8% fund support · no official result

FOR 99.6%

The 3 asset managers below cast 99.8% of the shares they voted on this item FOR (201,075 for, 402 against).

FOR: 201,075 (99.6%)AGAINST: 402 (0.2%)ABSTAIN: 315 (0.2%)
Largest asset managers voting on “Approve Conversion to an Open-End Investment Company” at Invesco Ltd., 2025-2026
Asset managerForAgainst AbstainWithheldVote
Equitable192,5670 00For
Advisors' Inner Circle Fund II8,508402 3150For
Dixon Mitchell Investment Counsel Inc.00 00--

Showing the 40 reported items with the widest manager coverage, of 44 in total. View every item.

Largest Invesco Ltd. shareholders voting in 2025-2026

Ranked by the number of Invesco Ltd. shares each manager voted on the most widely held ballot item of the 2025-2026 meeting, shown as a share of the 443,300,000 shares outstanding at the time of that meeting.

Top Invesco Ltd. shareholders by shares voted, 2025-2026
#Asset manager % of shares outstanding
1MASSACHUSETTS MUTUAL LIFE INSURANCE CO 18.35%
2Vanguard 12.20%
3BlackRock 8.96%
4T. Rowe Price 4.33%
5Invesco 4.12%
6Fidelity 3.02%
7GEODE CAPITAL MANAGEMENT, LLC 2.86%
8State Street 2.35%
9Dimensional 2.10%
10Charles Schwab 1.99%

Reported Invesco Ltd. ownership

Positions disclosed to the SEC on Schedules 13D and 13G, Form 13F and the company’s own proxy statement (DEF 14A).

Invesco Ltd. beneficial owners on record for the 2025-2026 proxy season
Holder % outstanding Disclosure
Massachusetts Mutual Life Insurance Company 18.36% DEF14A
Vanguard Group 11.95% 13F
BlackRock 8.74% 13F
Millennium Management 5.85% 13F
Dimensional Fund Advisors 4.82% 13F
State Street 3.77% 13F
T. Rowe Price 2.73% 13F
Goldman Sachs 2.45% 13F
Invesco 2.38% 13F

Percentages above are of 443,300,000 shares outstanding, as reported by Invesco Ltd. on its Form 10-Q dated 2026-03-31 (see the filing on EDGAR). This is the count contemporaneous with the 2025-2026 meeting, so the percentages are the ones that were true then, not ones restated against today’s share count.

About this page

Every figure above is derived from filings made with the US Securities and Exchange Commission: Form N-PX, in which registered investment companies and institutional managers disclose how they voted every proxy, and Form 8-K Item 5.07, in which the company reports its own meeting results. Shares outstanding are taken from Invesco Ltd.’s 10-Q dated 2026-03-31. This page is a static snapshot rebuilt weekly on 04 October 2026; a live search always shows the current data.

At Invesco Ltd.'s 2 shareholder meetings in the 2025-2026 proxy season (held 2025-12-19 and 2026-05-21), 594 asset managers reported how they voted in their SEC Form N-PX filings, covering 9,880 separate fund positions. Their filings are grouped here into 44 reported items; because filers word the same ballot item differently, that can be more than the number of items on the ballot. On the most widely held item of the season, voted at the meeting held 2026-05-21 — Advisory vote to approve the company's 2025 executive compensation. — the proposal passed with 99% support of the votes cast (FOR divided by FOR plus AGAINST, the conventional basis for proxy support; abstentions, broker non-votes and unvoted shares are excluded because none of them took a side). Source: Invesco Ltd.'s Form 8-K, Item 5.07, filed with the U.S. Securities and Exchange Commission (filing date not recorded for this item).

Invesco Ltd. proxy season coverage: 2023-2024 · 2024-2025 · 2025-2026 (this page).