person · Reporting owner

Wong Tony

Disclosed activity across 19 companies

Tapewire entity: 18950
SEC CIK: 0001965402

Reported relationships

Latest disclosed role at each company.

Company	Last reported as	Report date	Published
INVESCO HIGH INCOME 2023 TARGET TERM FUNDIHIT · Entity 109120	Director · Senior Vice President	March 24, 2023	March 31, 2023
Invesco Advantage Municipal Income Trust IIVKI · Entity 5663	Director · Senior Vice President	March 24, 2023	March 31, 2023
Invesco Bond FundVBF · Entity 6443	Director · Senior Vice President	March 24, 2023	March 31, 2023
Invesco California Value Municipal Income TrustVCV · Entity 5455	Director · Senior Vice President	March 24, 2023	March 31, 2023
Invesco Dynamic Credit Opportunity FundXCRTX · Entity 31453	Director · Senior Vice President	March 24, 2023	March 31, 2023
Invesco High Income 2024 Target Term FundIHTA · Entity 94855	Director · Senior Vice President	March 24, 2023	March 31, 2023
Invesco High Income Trust IIVLT · Entity 8827	Director · Senior Vice President	March 24, 2023	March 31, 2023
Invesco Ltd.IVZ · Entity 125	Senior Managing Director	February 28, 2026	March 03, 2026
Invesco Municipal Income Opportunities TrustOIA · Entity 5991	Director · Senior Vice President	March 24, 2023	March 31, 2023
Invesco Municipal Opportunity TrustVMO · Entity 8836	Director · Senior Vice President	March 24, 2023	March 31, 2023
Invesco Municipal TrustVKQ · Entity 8832	Director · Senior Vice President	March 24, 2023	March 31, 2023
Invesco Pennsylvania Value Municipal Income TrustVPV · Entity 8842	Director · Senior Vice President	March 24, 2023	March 31, 2023
Invesco Private Asset-Based Credit FundINPAC · Entity 18931	Officer	August 19, 2026	August 27, 2026
Invesco Quality Municipal Income TrustIQI · Entity 8838	Director · Senior Vice President	March 24, 2023	March 31, 2023
Invesco Senior Income TrustVVR · Entity 5546	Director · Senior Vice President	March 24, 2023	March 31, 2023
Invesco Senior Loan FundVSLAX · Entity 84266	Director · Senior Vice President	March 24, 2023	March 31, 2023
Invesco Trust for Investment Grade MunicipalsVGM · Entity 5406	Director · Senior Vice President	March 24, 2023	March 31, 2023
Invesco Trust for Investment Grade New York MunicipalsVTN · Entity 6496	Director · Senior Vice President	March 24, 2023	March 31, 2023
Invesco Value Municipal Income TrustIIM · Entity 5352	Director · Senior Vice President	March 24, 2023	March 31, 2023

Disclosed balances

About these balances

Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.

INVESCO HIGH INCOME 2023 TARGET TERM FUND

Report date March 24, 2023 · Filed March 31, 2023

Security / award	Ownership account	Disclosed shares / units	Disclosure context
Common SharesSEC Table I · non-derivative	Direct	0	Reported balance Holding disclosure · report date 2023-03-24 · row 1 Holding and transaction disclosures are not merged. 1 source row Row 1 · Balance 0

Invesco Advantage Municipal Income Trust II

Report date March 24, 2023 · Filed March 31, 2023

Security / award	Ownership account	Disclosed shares / units	Disclosure context
Common SharesSEC Table I · non-derivative	Direct	1,050	Reported balance Holding disclosure · report date 2023-03-24 · row 1 Holding and transaction disclosures are not merged. 1 source row Row 1 · Balance 1,050

Invesco Bond Fund

Report date March 24, 2023 · Filed March 31, 2023

Security / award	Ownership account	Disclosed shares / units	Disclosure context
Common SharesSEC Table I · non-derivative	Direct	250	Reported balance Holding disclosure · report date 2023-03-24 · row 1 Holding and transaction disclosures are not merged. 1 source row Row 1 · Balance 250

Invesco California Value Municipal Income Trust

Report date March 24, 2023 · Filed March 31, 2023

Security / award	Ownership account	Disclosed shares / units	Disclosure context
Common SharesSEC Table I · non-derivative	Direct	0	Reported balance Holding disclosure · report date 2023-03-24 · row 1 Holding and transaction disclosures are not merged. 1 source row Row 1 · Balance 0

Invesco Dynamic Credit Opportunity Fund

Report date March 24, 2023 · Filed March 31, 2023

Security / award	Ownership account	Disclosed shares / units	Disclosure context
Common StockSEC Table I · non-derivative	Direct	0	Reported balance Holding disclosure · report date 2023-03-24 · row 1 Holding and transaction disclosures are not merged. 1 source row Row 1 · Balance 0

Invesco High Income 2024 Target Term Fund

Report date March 24, 2023 · Filed March 31, 2023

Security / award	Ownership account	Disclosed shares / units	Disclosure context
Common SharesSEC Table I · non-derivative	Direct	0	Reported balance Holding disclosure · report date 2023-03-24 · row 1 Holding and transaction disclosures are not merged. 1 source row Row 1 · Balance 0

Invesco High Income Trust II

Report date March 24, 2023 · Filed March 31, 2023

Security / award	Ownership account	Disclosed shares / units	Disclosure context
Common SharesSEC Table I · non-derivative	Direct	2,000	Reported balance Holding disclosure · report date 2023-03-24 · row 1 Holding and transaction disclosures are not merged. 1 source row Row 1 · Balance 2,000

Invesco Ltd.

Report date February 28, 2026 · Filed March 03, 2026

Security / award	Ownership account	Disclosed shares / units	Disclosure context
Common SharesSEC Table I · non-derivative	Direct	126,971	Ending reported balance After 2026-02-28 transaction · row 3 3 source rows · reconciled sequence Row 1 · 2026-02-28 · Grant · Acquired 15,343 · Balance 128,213 Row 2 · 2026-02-28 · Grant · Acquired 16,612 · Balance 144,825 Row 3 · 2026-02-28 · Tax withholding · Disposed 17,854 · Balance 126,971
Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00	Direct	30,687	Reported balance After 2026-02-28 transaction · row 4 Instrument identity requires review; Table II rows are not merged. 1 source row Row 4 · 2026-02-28 · Exercise / conversion · Disposed 15,343 · Balance 30,687 F1: Each Restricted Stock Unit represents a contingent right to receive one Common Share of Invesco Ltd. F2: The Restricted Stock Units vest in four equal installments and expire upon the employee's termination of employment.
Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00	Direct	49,839	Reported balance After 2026-02-28 transaction · row 5 Instrument identity requires review; Table II rows are not merged. 1 source row Row 5 · 2026-02-28 · Exercise / conversion · Disposed 16,612 · Balance 49,839 F1: Each Restricted Stock Unit represents a contingent right to receive one Common Share of Invesco Ltd. F2: The Restricted Stock Units vest in four equal installments and expire upon the employee's termination of employment.
Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00	Direct	66,317	Reported balance After 2026-02-28 transaction · row 6 Instrument identity requires review; Table II rows are not merged. 1 source row Row 6 · 2026-02-28 · Grant · Acquired 66,317 · Balance 66,317 F1: Each Restricted Stock Unit represents a contingent right to receive one Common Share of Invesco Ltd. F2: The Restricted Stock Units vest in four equal installments and expire upon the employee's termination of employment.

Filing footnotes · ownership attribution and instrument terms

F1: Each Restricted Stock Unit represents a contingent right to receive one Common Share of Invesco Ltd.

F2: The Restricted Stock Units vest in four equal installments and expire upon the employee's termination of employment.

Invesco Municipal Income Opportunities Trust

Report date March 24, 2023 · Filed March 31, 2023

Security / award	Ownership account	Disclosed shares / units	Disclosure context
Common SharesSEC Table I · non-derivative	Direct	3,350	Reported balance Holding disclosure · report date 2023-03-24 · row 1 Holding and transaction disclosures are not merged. 1 source row Row 1 · Balance 3,350

Invesco Municipal Opportunity Trust

Report date March 24, 2023 · Filed March 31, 2023

Security / award	Ownership account	Disclosed shares / units	Disclosure context
Common SharesSEC Table I · non-derivative	Direct	2,600	Reported balance Holding disclosure · report date 2023-03-24 · row 1 Holding and transaction disclosures are not merged. 1 source row Row 1 · Balance 2,600

Invesco Municipal Trust

Report date March 24, 2023 · Filed March 31, 2023

Security / award	Ownership account	Disclosed shares / units	Disclosure context
Common SharesSEC Table I · non-derivative	Direct	1,000	Reported balance Holding disclosure · report date 2023-03-24 · row 1 Holding and transaction disclosures are not merged. 1 source row Row 1 · Balance 1,000

Invesco Pennsylvania Value Municipal Income Trust

Report date March 24, 2023 · Filed March 31, 2023

Security / award	Ownership account	Disclosed shares / units	Disclosure context
Common SharesSEC Table I · non-derivative	Direct	0	Reported balance Holding disclosure · report date 2023-03-24 · row 1 Holding and transaction disclosures are not merged. 1 source row Row 1 · Balance 0

Invesco Private Asset-Based Credit Fund

Report date August 19, 2026 · Filed August 27, 2026

Security / award	Ownership account	Disclosed shares / units	Disclosure context
Common SharesSEC Table I · non-derivative	Direct	0	Reported balance Holding disclosure · report date 2026-08-19 · row 1 Holding and transaction disclosures are not merged. 1 source row Row 1 · Balance 0

Invesco Quality Municipal Income Trust

Report date March 24, 2023 · Filed March 31, 2023

Security / award	Ownership account	Disclosed shares / units	Disclosure context
Common SharesSEC Table I · non-derivative	Direct	3,500	Reported balance Holding disclosure · report date 2023-03-24 · row 1 Holding and transaction disclosures are not merged. 1 source row Row 1 · Balance 3,500

Invesco Senior Income Trust

Report date March 24, 2023 · Filed March 31, 2023

Security / award	Ownership account	Disclosed shares / units	Disclosure context
Common SharesSEC Table I · non-derivative	Direct	0	Reported balance Holding disclosure · report date 2023-03-24 · row 1 Holding and transaction disclosures are not merged. 1 source row Row 1 · Balance 0

Invesco Senior Loan Fund

Report date March 24, 2023 · Filed March 31, 2023

Security / award	Ownership account	Disclosed shares / units	Disclosure context
Common SharesSEC Table I · non-derivative	Direct	0	Reported balance Holding disclosure · report date 2023-03-24 · row 1 Holding and transaction disclosures are not merged. 1 source row Row 1 · Balance 0

Invesco Trust for Investment Grade Municipals

Report date March 24, 2023 · Filed March 31, 2023

Security / award	Ownership account	Disclosed shares / units	Disclosure context
Common SharesSEC Table I · non-derivative	Direct	2,000	Reported balance Holding disclosure · report date 2023-03-24 · row 1 Holding and transaction disclosures are not merged. 1 source row Row 1 · Balance 2,000

Invesco Trust for Investment Grade New York Municipals

Report date March 24, 2023 · Filed March 31, 2023

Security / award	Ownership account	Disclosed shares / units	Disclosure context
Common SharesSEC Table I · non-derivative	Direct	0	Reported balance Holding disclosure · report date 2023-03-24 · row 1 Holding and transaction disclosures are not merged. 1 source row Row 1 · Balance 0

Invesco Value Municipal Income Trust

Report date March 24, 2023 · Filed March 31, 2023

Security / award	Ownership account	Disclosed shares / units	Disclosure context
Common SharesSEC Table I · non-derivative	Direct	1,800	Reported balance Holding disclosure · report date 2023-03-24 · row 1 Holding and transaction disclosures are not merged. 1 source row Row 1 · Balance 1,800

Transaction history

JSON API

Purchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”

The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.

Transaction date	Company	Activity / security	Shares / units	Reported price	Reported value	Details
February 28, 2026 Filed Mar 3, 2026 14:31 UTC	Invesco Ltd. IVZ · Entity 125	GrantRestricted Stock Units · Derivative	66,317	$0.00 Strike: $0.00	$0.00	Disclosure SEC source: 0001965402-26-000004 · wk-form4_1772548259.xml · derivative · entry 6 Wong Tony · CIK 0001965402 · Senior Managing Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 66,317 Underlying: Common Shares · 66,317 shares Expires not disclosed F1 · security: Each Restricted Stock Unit represents a contingent right to receive one Common Share of Invesco Ltd. F2 · derivative.exercise_date: The Restricted Stock Units vest in four equal installments and expire upon the employee's termination of employment. F2 · derivative.expiration_date: The Restricted Stock Units vest in four equal installments and expire upon the employee's termination of employment. Read SEC document
February 28, 2026 Filed Mar 3, 2026 14:31 UTC	Invesco Ltd. IVZ · Entity 125	Exercise / conversionRestricted Stock Units · Derivative	16,612	$0.00 Strike: $0.00	$0.00	Disclosure SEC source: 0001965402-26-000004 · wk-form4_1772548259.xml · derivative · entry 5 Wong Tony · CIK 0001965402 · Senior Managing Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 49,839 Underlying: Common Shares · 16,612 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · security: Each Restricted Stock Unit represents a contingent right to receive one Common Share of Invesco Ltd. F2 · derivative.exercise_date: The Restricted Stock Units vest in four equal installments and expire upon the employee's termination of employment. F2 · derivative.expiration_date: The Restricted Stock Units vest in four equal installments and expire upon the employee's termination of employment. Read SEC document
February 28, 2026 Filed Mar 3, 2026 14:31 UTC	Invesco Ltd. IVZ · Entity 125	Exercise / conversionRestricted Stock Units · Derivative	15,343	$0.00 Strike: $0.00	$0.00	Disclosure SEC source: 0001965402-26-000004 · wk-form4_1772548259.xml · derivative · entry 4 Wong Tony · CIK 0001965402 · Senior Managing Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,687 Underlying: Common Shares · 15,343 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · security: Each Restricted Stock Unit represents a contingent right to receive one Common Share of Invesco Ltd. F2 · derivative.exercise_date: The Restricted Stock Units vest in four equal installments and expire upon the employee's termination of employment. F2 · derivative.expiration_date: The Restricted Stock Units vest in four equal installments and expire upon the employee's termination of employment. Read SEC document
February 28, 2026 Filed Mar 3, 2026 14:31 UTC	Invesco Ltd. IVZ · Entity 125	Tax withholdingCommon Shares	17,854	$26.26	$468,846.04	Disclosure SEC source: 0001965402-26-000004 · wk-form4_1772548259.xml · nonDerivative · entry 3 Wong Tony · CIK 0001965402 · Senior Managing Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 126,971 Read SEC document
February 28, 2026 Filed Mar 3, 2026 14:31 UTC	Invesco Ltd. IVZ · Entity 125	GrantCommon Shares	16,612	$0.00	$0.00	Disclosure SEC source: 0001965402-26-000004 · wk-form4_1772548259.xml · nonDerivative · entry 2 Wong Tony · CIK 0001965402 · Senior Managing Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 144,825 Read SEC document
February 28, 2026 Filed Mar 3, 2026 14:31 UTC	Invesco Ltd. IVZ · Entity 125	GrantCommon Shares	15,343	$0.00	$0.00	Disclosure SEC source: 0001965402-26-000004 · wk-form4_1772548259.xml · nonDerivative · entry 1 Wong Tony · CIK 0001965402 · Senior Managing Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 128,213 Read SEC document
February 06, 2026 Filed Feb 10, 2026 19:01 UTC	Invesco Ltd. IVZ · Entity 125	Tax withholdingCommon Shares	40,113	$26.82	$1,075,830.66	Disclosure SEC source: 0001965402-26-000002 · wk-form4_1770750089.xml · nonDerivative · entry 1 Wong Tony · CIK 0001965402 · Senior Managing Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 112,870 Read SEC document
February 28, 2025 Filed Mar 4, 2025 18:48 UTC	Invesco Ltd. IVZ · Entity 125	GrantRestricted Stock Units · Derivative	66,451	$0.00 Strike: $0.00	$0.00	Disclosure SEC source: 0001965402-25-000002 · wk-form4_1741114107.xml · derivative · entry 4 Wong Tony · CIK 0001965402 · Senior Managing Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 66,451 Underlying: Common Shares · 66,451 shares Expires not disclosed F1 · security: Each Restricted Stock Unit represents a contingent right to receive one Common Share of Invesco Ltd. F2 · derivative.exercise_date: The Restricted Stock Units vest in four equal installments and expire upon the employee's termination of employment. F2 · derivative.expiration_date: The Restricted Stock Units vest in four equal installments and expire upon the employee's termination of employment. Read SEC document
February 28, 2025 Filed Mar 4, 2025 18:48 UTC	Invesco Ltd. IVZ · Entity 125	GrantRestricted Stock Units · Derivative	15,343	$0.00 Strike: $0.00	$0.00	Disclosure SEC source: 0001965402-25-000002 · wk-form4_1741114107.xml · derivative · entry 3 Wong Tony · CIK 0001965402 · Senior Managing Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 46,030 Underlying: Common Shares · 15,343 shares Expires not disclosed F1 · security: Each Restricted Stock Unit represents a contingent right to receive one Common Share of Invesco Ltd. F2 · derivative.exercise_date: The Restricted Stock Units vest in four equal installments and expire upon the employee's termination of employment. F2 · derivative.expiration_date: The Restricted Stock Units vest in four equal installments and expire upon the employee's termination of employment. Read SEC document
February 28, 2025 Filed Mar 4, 2025 18:48 UTC	Invesco Ltd. IVZ · Entity 125	Tax withholdingCommon Shares	12,209	$17.39	$212,314.51	Disclosure SEC source: 0001965402-25-000002 · wk-form4_1741114107.xml · nonDerivative · entry 2 Wong Tony · CIK 0001965402 · Senior Managing Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 152,983 Read SEC document
February 28, 2025 Filed Mar 4, 2025 18:48 UTC	Invesco Ltd. IVZ · Entity 125	GrantCommon Shares	15,343	$0.00	$0.00	Disclosure SEC source: 0001965402-25-000002 · wk-form4_1741114107.xml · nonDerivative · entry 1 Wong Tony · CIK 0001965402 · Senior Managing Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 165,192 Read SEC document
February 28, 2024 Filed Mar 1, 2024 13:32 UTC	Invesco Ltd. IVZ · Entity 125	GrantRestricted Stock Units · Derivative	61,373	$0.00 Strike: $0.00	$0.00	Disclosure SEC source: 0001965402-24-000002 · wk-form4_1709299940.xml · derivative · entry 2 Wong Tony · CIK 0001965402 · Senior Managing Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 61,373 Underlying: Common Shares · 61,373 shares Expires not disclosed F1 · security: Each Restricted Stock Unit represents a contingent right to receive one Common Share of Invesco Ltd. F2 · derivative.exercise_date: The Restricted Stock Units vest in four equal installments and expire upon the employee's termination of employment. F2 · derivative.expiration_date: The Restricted Stock Units vest in four equal installments and expire upon the employee's termination of employment. Read SEC document
February 28, 2024 Filed Mar 1, 2024 13:32 UTC	Invesco Ltd. IVZ · Entity 125	Tax withholdingCommon Shares	7,522	$15.29	$115,011.38	Disclosure SEC source: 0001965402-24-000002 · wk-form4_1709299940.xml · nonDerivative · entry 1 Wong Tony · CIK 0001965402 · Senior Managing Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 149,849 Read SEC document
July 09, 2023 Filed Jul 11, 2023 12:01 UTC	Invesco Ltd. IVZ · Entity 125	OtherCommon Shares	417	$14.38	$5,996.46	Disclosure SEC source: 0001209191-23-041979 · doc4.xml · nonDerivative · entry 1 Wong Tony · CIK 0001965402 · Senior Managing Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 157,371 Read SEC document
February 28, 2023 Filed Mar 2, 2023 21:55 UTC	Invesco Ltd. IVZ · Entity 125	Tax withholdingCommon Shares	8,191	$17.66	$144,653.06	Disclosure SEC source: 0001209191-23-014771 · doc4.xml · nonDerivative · entry 2 Wong Tony · CIK 0001965402 · Senior Managing Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 156,954 Read SEC document
February 28, 2023 Filed Mar 2, 2023 21:55 UTC	Invesco Ltd. IVZ · Entity 125	GrantCommon Shares	16,957	$0.00	$0.00	Disclosure SEC source: 0001209191-23-014771 · doc4.xml · nonDerivative · entry 1 Wong Tony · CIK 0001965402 · Senior Managing Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 165,145 Read SEC document

Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.