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 | – | Sell |
-27,300
| Closed | -$717K | – | 1491 |
|
|
2025
Q4 | $717K | Buy |
+27,300
| New | +$667K | 0.01% | 1068 |
|
|
2025
Q3 | – | Sell |
-270,800
| Closed | -$4.27M | – | 1650 |
|
|
2025
Q2 | $4.27M | Sell |
270,800
-378,200
| -58% | -$5.43M | 0.01% | 1054 |
|
|
2025
Q1 | $9.85M | Buy |
649,000
+343,100
| +112% | +$5.86M | 0.02% | 676 |
|
|
2024
Q4 | $5.35M | Sell |
305,900
-500
| -0.2% | -$8.9K | 0.01% | 909 |
|
|
2024
Q3 | $5.38M | Buy |
306,400
+305,400
| +30,540% | +$5.01M | 0.01% | 876 |
|
|
2024
Q2 | $15K | Buy |
+1,000
| New | +$15.4K | ﹤0.01% | 1220 |
|
|
2023
Q2 | – | Sell |
-2,000
| Closed | -$32.8K | – | 1384 |
|
|
2023
Q1 | $32.8K | Buy |
+2,000
| New | +$35.7K | ﹤0.01% | 1177 |
|
|
2022
Q4 | – | Sell |
-2,000
| Closed | -$27K | – | 1427 |
|
|
2022
Q3 | $27K | Sell |
2,000
-23,000
| -92% | -$388K | ﹤0.01% | 1238 |
|
|
2022
Q2 | $403K | Sell |
25,000
-4,900
| -16% | -$92.7K | ﹤0.01% | 1307 |
|
|
2022
Q1 | $689K | Buy |
+29,900
| New | +$663K | ﹤0.01% | 1330 |
|
|
2020
Q3 | – | Sell |
-124,300
| Closed | -$1.34M | – | 1412 |
|
|
2020
Q2 | $1.34M | Sell |
124,300
-53,300
| -30% | -$478K | 0.01% | 983 |
|
|
2020
Q1 | $1.61M | Sell |
177,600
-377,900
| -68% | -$5.74M | 0.01% | 766 |
|
|
2019
Q4 | $9.99M | Buy |
555,500
+33,400
| +6% | +$570K | 0.03% | 353 |
|
|
2019
Q3 | $8.84M | Buy |
+522,100
| New | +$9.22M | 0.04% | 354 |
|
|
2018
Q3 | – | Sell |
-59,800
| Closed | -$1.59M | – | 1166 |
|
|
2018
Q2 | $1.59M | Sell |
59,800
-121,000
| -67% | -$3.48M | 0.01% | 688 |
|
|
2018
Q1 | $5.79M | Sell |
180,800
-101,000
| -36% | -$3.48M | 0.05% | 315 |
|
|
2017
Q4 | $10.3M | Buy |
281,800
+61,900
| +28% | +$2.24M | 0.08% | 234 |
|
|
2017
Q3 | $7.71M | Buy |
219,900
+116,800
| +113% | +$3.99M | 0.06% | 282 |
|
|
2017
Q2 | $3.63M | Sell |
103,100
-329,100
| -76% | -$10.7M | 0.03% | 439 |
|
|
2017
Q1 | $13.2M | Buy |
432,200
+135,500
| +46% | +$4.24M | 0.12% | 173 |
|
|
2016
Q4 | $9M | Sell |
296,700
-221,000
| -43% | -$6.8M | 0.09% | 272 |
|
|
2016
Q3 | $16.2M | Buy |
517,700
+437,400
| +545% | +$12.9M | 0.21% | 100 |
|
|
2016
Q2 | $2.05M | Buy |
80,300
+35,500
| +79% | +$1.05M | 0.03% | 479 |
|
|
2016
Q1 | $1.38M | Sell |
44,800
-57,000
| -56% | -$1.64M | 0.03% | 516 |
|
|
2015
Q4 | $3.41M | Buy |
+101,800
| New | +$3.33M | 0.07% | 267 |
|
|
2014
Q4 | – | Sell |
-19,900
| Closed | -$786K | – | 1134 |
|
|
2014
Q3 | $786K | Sell |
19,900
-35,000
| -64% | -$1.38M | 0.02% | 615 |
|
|
2014
Q2 | $2.07M | Sell |
54,900
-7,300
| -12% | -$264K | 0.05% | 402 |
|
|
2014
Q1 | $2.3M | Buy |
62,200
+35,800
| +136% | +$1.24M | 0.05% | 419 |
|
|
2013
Q4 | $961K | Buy |
+26,400
| New | +$896K | 0.02% | 608 |
|
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.