Twin Tree Management’s Invesco IVZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $78.3K | Sell |
3,225
-43,533
| -93% | -$1.14M | ﹤0.01% | 1174 |
|
|
2025
Q4 | $1.23M | Sell |
46,758
-18,595
| -28% | -$454K | 0.01% | 965 |
|
|
2025
Q3 | $1.5M | Sell |
65,353
-162,480
| -71% | -$3.37M | 0.01% | 1109 |
|
|
2025
Q2 | $3.59M | Buy |
+227,833
| New | +$3.27M | 0.01% | 1117 |
|
|
2024
Q3 | – | Sell |
-923
| Closed | -$15.2K | – | 1650 |
|
|
2024
Q2 | $13.8K | Buy |
+923
| New | +$14.2K | ﹤0.01% | 1223 |
|
|
2024
Q1 | – | Sell |
-26,648
| Closed | -$475K | – | 1444 |
|
|
2023
Q4 | $475K | Buy |
26,648
+22,014
| +475% | +$318K | ﹤0.01% | 1206 |
|
|
2023
Q3 | $67.3K | Sell |
4,634
-22,276
| -83% | -$359K | ﹤0.01% | 1116 |
|
|
2023
Q2 | $452K | Buy |
26,910
+9,795
| +57% | +$158K | ﹤0.01% | 1069 |
|
|
2023
Q1 | $281K | Buy |
17,115
+11,164
| +188% | +$199K | ﹤0.01% | 1106 |
|
|
2022
Q4 | $107K | Buy |
+5,951
| New | +$102K | ﹤0.01% | 1174 |
|
|
2022
Q3 | – | Sell |
-14,699
| Closed | -$248K | – | 1481 |
|
|
2022
Q2 | $237K | Sell |
14,699
-29,535
| -67% | -$559K | ﹤0.01% | 1340 |
|
|
2022
Q1 | $1.02M | Buy |
44,234
+34,762
| +367% | +$771K | ﹤0.01% | 1273 |
|
|
2021
Q4 | $218K | Sell |
9,472
-10,845
| -53% | -$264K | ﹤0.01% | 1421 |
|
|
2021
Q3 | $490K | Buy |
20,317
+13,681
| +206% | +$342K | ﹤0.01% | 1295 |
|
|
2021
Q2 | $177K | Buy |
+6,636
| New | +$181K | ﹤0.01% | 1195 |
|
|
2021
Q1 | – | Sell |
-18,919
| Closed | -$330K | – | 1467 |
|
|
2020
Q4 | $330K | Sell |
18,919
-31,177
| -62% | -$480K | ﹤0.01% | 1069 |
|
|
2020
Q3 | $572K | Sell |
50,096
-96,396
| -66% | -$1.02M | ﹤0.01% | 957 |
|
|
2020
Q2 | $1.58M | Sell |
146,492
-127,709
| -47% | -$1.15M | 0.01% | 946 |
|
|
2020
Q1 | $2.49M | Buy |
274,201
+167,389
| +157% | +$2.54M | 0.01% | 663 |
|
|
2019
Q4 | $1.92M | Sell |
106,812
-48,663
| -31% | -$830K | 0.01% | 734 |
|
|
2019
Q3 | $2.63M | Buy |
155,475
+149,540
| +2,520% | +$2.64M | 0.01% | 626 |
|
|
2019
Q2 | $121K | Sell |
5,935
-10,647
| -64% | -$221K | ﹤0.01% | 982 |
|
|
2019
Q1 | $320K | Buy |
16,582
+4,787
| +41% | +$89.5K | ﹤0.01% | 999 |
|
|
2018
Q4 | $197K | Sell |
11,795
-7,056
| -37% | -$141K | ﹤0.01% | 1060 |
|
|
2018
Q3 | $431K | Buy |
18,851
+17,810
| +1,711% | +$445K | ﹤0.01% | 859 |
|
|
2018
Q2 | $28K | Buy |
+1,041
| New | +$29.9K | ﹤0.01% | 1073 |
|
|
2017
Q2 | – | Sell |
-47,473
| Closed | -$1.55M | – | 1052 |
|
|
2017
Q1 | $1.45M | Buy |
+47,473
| New | +$1.48M | 0.01% | 630 |
|
|
2016
Q3 | – | Sell |
-24,779
| Closed | -$728K | – | 1237 |
|
|
2016
Q2 | $633K | Buy |
+24,779
| New | +$735K | 0.01% | 777 |
|
Other funds holding IVZ
MMLI
VCM
VPM
Twin Tree Management's IVZ Position: Q1 2026 in Review
Twin Tree Management reduced its Invesco (IVZ) stake by 93% in Q1 2026, selling an estimated $1.14M and leaving 3,225 shares worth $78.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1174.
Twin Tree Management first reported a position in IVZ in Q2 2016 and has held it in 28 quarters since. The position peaked at $3.59M in Q2 2025. 631 funds tracked by Wall St. Rank hold IVZ as of Q1 2026.
- Twin Tree Management held 3,225 shares of Invesco worth $78.3K as of Q1 2026.
- Twin Tree Management sold 43,533 Invesco shares in Q1 2026, an estimated $1.14M.
- Invesco made up ﹤0.01% of Twin Tree Management's portfolio in Q1 2026, its #1174 holding.
- Twin Tree Management first reported a position in Invesco in Q2 2016 and has held it in 28 quarters since.
- Twin Tree Management's Invesco position peaked at $3.59M in Q2 2025.
- 631 funds tracked by Wall St. Rank held Invesco as of Q1 2026.
Based on Twin Tree Management's 13F filing for Q1 2026, filed 14 May 2026.