Estate Counselors’s Invesco IVZ Stock Holding History

Estate Counselors’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
2022 Q2	–	Sell	-44,472	Closed	-$1.02M	–	184
2022 Q1	$1.02M	Hold	44,472	–	–	0.13%	89
2021 Q4	$1.02M	Buy	44,472 +827	+2%	+$20.1K	0.12%	97
2021 Q3	$1.05M	Buy	43,645 +520	+1%	+$13K	0.13%	99
2021 Q2	$1.15M	Buy	43,125 +850	+2%	+$23.2K	0.15%	80
2021 Q1	$1.07M	Buy	+42,275	New	+$948K	0.16%	78

Other funds holding IVZ

TFM

Trian Fund Management New York $4.23B AUM 31.93% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Estate Counselors's IVZ Position: Q2 2022 in Review

Estate Counselors sold out of Invesco (IVZ) in Q2 2022, closing a stake of 44,472 shares — an estimated $1.02M sold.

Estate Counselors first reported a position in IVZ in Q1 2021 and held it in 5 quarters. The position peaked at $1.15M in Q2 2021. 520 funds tracked by Wall St. Rank hold IVZ as of Q2 2022.

Estate Counselors reported no remaining Invesco position as of Q2 2022 after selling out during the quarter.
Estate Counselors sold 44,472 Invesco shares in Q2 2022, an estimated $1.02M.
Estate Counselors first reported a position in Invesco in Q1 2021 and held it in 5 quarters.
Estate Counselors's Invesco position peaked at $1.15M in Q2 2021.
520 funds tracked by Wall St. Rank held Invesco as of Q2 2022.

Based on Estate Counselors's 13F filing for Q2 2022, filed 3 Aug 2022.