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Aquatic Capital Management’s Invesco IVZ Stock Holding History

Aquatic Capital Management’s Portfolio IVZ Stock Details IVZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-8,692
Closed -$132K – 1388
2025
Q1 		$132K Sell
8,692
-96,327
-92% -$1.64M ﹤0.01% 1018
2024
Q4 		$1.84M Buy
+105,019
New +$1.87M 0.05% 395
2024
Q3 		– Sell
-11,200
Closed -$168K – 1344
2024
Q2 		$168K Sell
11,200
-71,900
-87% -$1.11M 0.01% 793
2024
Q1 		$1.38M Buy
83,100
+27,900
+51% +$450K 0.05% 329
2023
Q4 		$985K Buy
+55,200
New +$796K 0.03% 479
2023
Q2 		– Sell
-49,600
Closed -$813K – 1543
2023
Q1 		$813K Buy
+49,600
New +$885K 0.05% 317
2022
Q1 		– Sell
-3,200
Closed -$74K – 1289
2021
Q4 		$74K Buy
+3,200
New +$77.9K 0.14% 193

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