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 |
-5,200
| Closed | -$137K | – | 1492 |
|
|
2025
Q4 | $137K | Buy |
+5,200
| New | +$127K | ﹤0.01% | 1277 |
|
|
2024
Q4 | – | Sell |
-2,200
| Closed | -$38.6K | – | 1737 |
|
|
2024
Q3 | $38.6K | Hold |
2,200
| – | – | ﹤0.01% | 1402 |
|
|
2024
Q2 | $32.9K | Buy |
+2,200
| New | +$33.8K | ﹤0.01% | 1207 |
|
|
2023
Q3 | – | Sell |
-200
| Closed | -$3.36K | – | 1372 |
|
|
2023
Q2 | $3.36K | Sell |
200
-24,400
| -99% | -$393K | ﹤0.01% | 1201 |
|
|
2023
Q1 | $403K | Buy |
24,600
+200
| +0.8% | +$3.57K | ﹤0.01% | 1088 |
|
|
2022
Q4 | $439K | Buy |
+24,400
| New | +$417K | ﹤0.01% | 1121 |
|
|
2022
Q3 | – | Sell |
-14,900
| Closed | -$240K | – | 1482 |
|
|
2022
Q2 | $240K | Sell |
14,900
-186,500
| -93% | -$3.53M | ﹤0.01% | 1339 |
|
|
2022
Q1 | $4.64M | Buy |
201,400
+132,700
| +193% | +$2.94M | 0.01% | 950 |
|
|
2021
Q4 | $1.58M | Sell |
68,700
-54,300
| -44% | -$1.32M | ﹤0.01% | 1148 |
|
|
2021
Q3 | $2.97M | Buy |
123,000
+83,800
| +214% | +$2.1M | 0.01% | 936 |
|
|
2021
Q2 | $1.05M | Buy |
+39,200
| New | +$1.07M | ﹤0.01% | 1008 |
|
|
2020
Q3 | – | Sell |
-151,700
| Closed | -$1.63M | – | 1413 |
|
|
2020
Q2 | $1.63M | Sell |
151,700
-137,300
| -48% | -$1.23M | 0.01% | 935 |
|
|
2020
Q1 | $2.62M | Buy |
289,000
+237,600
| +462% | +$3.61M | 0.01% | 650 |
|
|
2019
Q4 | $924K | Buy |
+51,400
| New | +$877K | ﹤0.01% | 875 |
|
|
2018
Q3 | – | Sell |
-7,600
| Closed | -$202K | – | 1167 |
|
|
2018
Q2 | $202K | Hold |
7,600
| – | – | ﹤0.01% | 995 |
|
|
2018
Q1 | $243K | Sell |
7,600
-477,300
| -98% | -$16.5M | ﹤0.01% | 897 |
|
|
2017
Q4 | $17.7M | Sell |
484,900
-4,800
| -1% | -$174K | 0.13% | 133 |
|
|
2017
Q3 | $17.2M | Buy |
489,700
+410,600
| +519% | +$14M | 0.14% | 152 |
|
|
2017
Q2 | $2.78M | Sell |
79,100
-119,900
| -60% | -$3.91M | 0.02% | 500 |
|
|
2017
Q1 | $6.09M | Buy |
+199,000
| New | +$6.22M | 0.06% | 316 |
|
|
2016
Q4 | – | Sell |
-151,100
| Closed | -$4.72M | – | 1257 |
|
|
2016
Q3 | $4.72M | Buy |
151,100
+117,000
| +343% | +$3.44M | 0.06% | 291 |
|
|
2016
Q2 | $871K | Buy |
+34,100
| New | +$1.01M | 0.01% | 698 |
|
|
2016
Q1 | – | Sell |
-58,800
| Closed | -$1.97M | – | 1351 |
|
|
2015
Q4 | $1.97M | Buy |
+58,800
| New | +$1.93M | 0.04% | 419 |
|
|
2014
Q4 | – | Sell |
-1,000
| Closed | -$39K | – | 1135 |
|
|
2014
Q3 | $39K | Hold |
1,000
| – | – | ﹤0.01% | 936 |
|
|
2014
Q2 | $38K | Sell |
1,000
-1,200
| -55% | -$43.4K | ﹤0.01% | 856 |
|
|
2014
Q1 | $81K | Buy |
+2,200
| New | +$76.2K | ﹤0.01% | 867 |
|
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.