Tuttle Capital Management’s Invesco IVZ Stock Holding History

Tuttle 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
2021 Q1	–	Sell	-13,870	Closed	-$242K	–	273
2020 Q4	$242K	Buy	+13,870	New	+$213K	0.19%	151

Other funds holding IVZ

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

TFM

Trian Fund Management New York $4.23B AUM 31.93% 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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Tuttle Capital Management's IVZ Position: Q1 2021 in Review

Tuttle Capital Management sold out of Invesco (IVZ) in Q1 2021, closing a stake of 13,870 shares — an estimated $242K sold.

Tuttle Capital Management first reported a position in IVZ in Q4 2020 and held it in 1 quarter. The position peaked at $242K in Q4 2020. 535 funds tracked by Wall St. Rank hold IVZ as of Q1 2021.

Tuttle Capital Management reported no remaining Invesco position as of Q1 2021 after selling out during the quarter.
Tuttle Capital Management sold 13,870 Invesco shares in Q1 2021, an estimated $242K.
Tuttle Capital Management first reported a position in Invesco in Q4 2020 and held it in 1 quarter.
Tuttle Capital Management's Invesco position peaked at $242K in Q4 2020.
535 funds tracked by Wall St. Rank held Invesco as of Q1 2021.

Based on Tuttle Capital Management's 13F filing for Q1 2021, filed 27 Apr 2021.