Sutton Wealth Advisors Inc.

SEC CIK: 0001999828
Latest filing: Nov 8, 2023

SEC filings (opens in a new tab)

IVZ holding history

Invesco Ltd. in every 13F filed by Sutton Wealth Advisors Inc., including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

IVZ overview All 13F holders of IVZ Full Q3 2023 holdings

Shares (Q4 2022): 0; Sold out in Q4 2022
Value: $0
% of portfolio: 0.0%
Quarters held: 3; Since Q1 2022

Holdings of IVZ by Sutton Wealth Advisors Inc., by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q4 2022	0	$0	0.0%	−13−100.0%	Sold out	Holders
Q3 2022	13	$178	<0.1%	00.0%	Unchanged	Holders
Q2 2022	13	$210	<0.1%	+6+85.7%	Added	Holders
Q1 2022	7	$161	<0.1%	+7	New	Holders