IVZ
Invesco
Screener candidate detail · 3 active archetypes
Active
3
archetypes
History
59
rows
Days on list
11
oldest active
Screener Funnel
✓Fired
8 archetypes
✓S1 signal
reached primed
✓S2 deep set
conviction stamped
○Promoted
not promoted
Stages a name passes through: fired an archetype → reached an S1 signal (state ≥ partial) → entered the S2 deep-enrichment set (conviction stamped) → promoted to the watchlist. Each step is "ever reached" across this name's recorded history (capped at 60 rows — a very long-lived name's earliest episodes may fall outside this window).
Active Candidacies
N1 · Distribution Topprimedpersisting
score: 0.311confluence: 1days: 11as of 2026-09-11
Triggers:quality:passnear_52w_high:-3.2%rsi_divergence:53momentum_rollover:-1.4%rel_vol:0.11sma_breach:sma10confirmation:pass
Dislocation:
Dist 52w High
-0.03
Near 52w High
Yes
Rsi 14
53.46
Rsi Divergence
Yes
Sma Dist 10
-0.00
Sma Dist 20
-0.00
Sma Breach
Yes
Ret 5d
-0.01
Regime at flag: CAUTIOUS
A4 · Pre-Catalyst Coilingpartialpersisting
score: 0.000confluence: 1days: 12as of 2026-09-08
Triggers:rvol_pctile 15.9 (tight ≤20)quality:passinside_day: confirmedcatalyst: no upcoming date foundNOTE: vol setup — resolves both ways (not directional)iv_pctile:no_options_data (co_options_daily absent — sparse by design; score = rvol×proximity only)
Dislocation:
Realized Vol Pct 1y
15.94
Inside Day
Yes
Nr7
No
Days To Catalyst
—
Proximity Factor
0.00
Iv Pctile
—
Options Legs Enabled
Yes
Gate pass
Yes
Regime at flag: CAUTIOUS
N3 · Failed Breakoutprimedpersisting
score: 0.581confluence: 0days: 36as of 2026-09-10
Triggers:quality:passrecent_breakout_above:sma20failure_bar:-0.5%failure_vol:weak:0.94sustained_below
Dislocation:
Breakout Level
sma20
Dist 52w High
-0.04
Sma Dist 20
-0.01
Recent Push
Yes
Below Level
Yes
Failure Bar
Yes
Sustained Below
Yes
1-day return
-0.50%
Regime at flag: CAUTIOUS
Promote to Watchlist
Seeds the company layer immediately; full deep-data scaffold runs in the background.
Lifecycle Timeline
One strip per archetype, oldest → newest. Each cell is a trading day the screener recorded this name; color = lifecycle status. A ● marks a day the name was in the buy zone (ripeness confirmed/loaded); a left gap marks the start of a new candidacy episode.
N1 · Distribution Topshort fragilityactive
10 daysripe: Loaded
N3 · Failed Breakoutshort fragilityactive
10 days
A4 · Pre-Catalyst Coilinglong recoveryactive
5 daysripe: Confirmed
A8 · PEAD Beat Drift
10 days
P1 · Pair Divergence
3 days
A2 · Oversold Sympathy
7 days
A3 · Positioning Extreme
4 days
A5 · Mechanical Reversion
10 days
newpersistingdecayedexitedpromotedunknownripe day
Realized Episodes
Each completed candidacy graded as a "would-have" trade: entered when the archetype began flagging this name, exited when the screener dropped it. Return is direction-adjusted and market-adjusted (minus SPY, where available) — hindsight, not advice. Open episodes are marked-to-market and excluded from the tally.
Closed: 4/10 directionally right · mean -0.5%
N1 · Distribution Topshort fragility2026-09-02 → open7 bars
-0.7%open · MTM
A4 · Pre-Catalyst Coilinglong recovery2026-08-28 → open10 bars
-1.3%open · MTM
N3 · Failed Breakoutshort fragility2026-08-07 → open25 bars
-2.3%open · MTM
A2 · Oversold Sympathylong recovery2026-07-30 → 2026-07-312 bars
+4.1%closed
A8 · PEAD Beat Driftlong recovery2026-07-30 → 2026-08-119 bars
+7.5%closed
N1 · Distribution Topshort fragility2026-07-29 → 2026-08-045 bars
-2.3%dropped
P1 · Pair Divergencelong recovery2026-07-29 → 2026-07-302 bars
-3.4%closed
N3 · Failed Breakoutshort fragility2026-07-08 → 2026-07-156 bars
-7.3%dropped
A2 · Oversold Sympathylong recovery2026-06-24 → 2026-06-263 bars
-2.2%closed
A5 · Mechanical Reversionlong recovery2026-06-15 → 2026-06-3011 bars
-10.0%closed
N1 · Distribution Topshort fragility2026-06-11 → 2026-06-2510 bars
+5.6%dropped
N3 · Failed Breakoutshort fragility2026-06-11 → 2026-06-227 bars
-1.8%dropped
A3 · Positioning Extremelong recovery2026-06-04 → 2026-06-083 bars
+4.4%closed
Lifecycle History(newest first, up to 60 rows)
| Date | Archetype | State | Score | Confluence | Status | Dislocation |
|---|---|---|---|---|---|---|
| 2026-09-11 | N1 · Distribution Top | primed | 0.311 | 1 | persisting | Dist 52w High: -0.03 · Near 52w High: Yes · Rsi 14: 53.46 · Rsi Divergence: Yes · Sma Dist 10: -0.00 · Sma Dist 20: -0.00 |
| 2026-09-10 | N3 · Failed Breakout | primed | 0.581 | 0 | persisting | Breakout Level: sma20 · Dist 52w High: -0.04 · Sma Dist 20: -0.01 · Recent Push: Yes · Below Level: Yes · Failure Bar: Yes |
| 2026-09-09 | N3 · Failed Breakout | primed | 0.650 | 0 | persisting | Breakout Level: sma20 · Dist 52w High: -0.04 · Sma Dist 20: -0.01 · Recent Push: Yes · Below Level: Yes · Failure Bar: Yes |
| 2026-09-08 | N1 · Distribution Top | primed | 0.000 | 1 | persisting | Dist 52w High: -0.03 · Near 52w High: Yes · Rsi 14: 54.27 · Rsi Divergence: Yes · Sma Dist 10: -0.01 · Sma Dist 20: 0.00 |
| 2026-09-08 | N3 · Failed Breakout | primed | 0.000 | 1 | persisting | Breakout Level: 52w_high · Dist 52w High: -0.01 · Sma Dist 20: 0.02 · Recent Push: Yes · Below Level: Yes · Failure Bar: Yes |
| 2026-09-08 | A4 · Pre-Catalyst Coiling | partial | 0.000 | 1 | persisting | Realized Vol Pct 1y: 15.94 · Inside Day: Yes · Nr7: No · Days To Catalyst: — · Proximity Factor: 0.00 · Iv Pctile: — |
| 2026-09-04 | A8 · PEAD Beat Drift | partial | 0.365 | 1 | exited | Eps Surprise: 0.08 · Days Since Earnings: 10.00 · Recency Max: 10.00 · Primed Floor: 0.10 · Partial Floor: 0.03 · Direction Of Evidence: pead_beat_continuation |
| 2026-09-03 | A4 · Pre-Catalyst Coiling | partial | 0.000 | 1 | persisting | Realized Vol Pct 1y: 11.16 · Inside Day: Yes · Nr7: No · Days To Catalyst: — · Proximity Factor: 0.00 · Iv Pctile: — |
| 2026-09-02 | N1 · Distribution Top | primed | 0.000 | 1 | persisting | Dist 52w High: -0.05 · Near 52w High: Yes · Rsi 14: 51.86 · Rsi Divergence: Yes · Sma Dist 10: -0.02 · Sma Dist 20: -0.01 |
| 2026-09-02 | A4 · Pre-Catalyst Coiling | partial | 0.000 | 1 | persisting | Realized Vol Pct 1y: 9.96 · Inside Day: Yes · Nr7: No · Days To Catalyst: — · Proximity Factor: 0.00 · Iv Pctile: — |
| 2026-09-01 | N1 · Distribution Top | primed | 0.365 | 1 | new | Dist 52w High: -0.04 · Near 52w High: Yes · Rsi 14: 54.16 · Rsi Divergence: Yes · Sma Dist 10: -0.01 · Sma Dist 20: -0.00 |
| 2026-08-31 | N3 · Failed Breakout | primed | 0.000 | 1 | persisting | Breakout Level: 52w_high · Dist 52w High: -0.02 · Sma Dist 20: 0.02 · Recent Push: Yes · Below Level: Yes · Failure Bar: Yes |
| 2026-08-31 | A4 · Pre-Catalyst Coiling | partial | 0.000 | 1 | persisting | Realized Vol Pct 1y: 18.33 · Inside Day: No · Nr7: Yes · Days To Catalyst: — · Proximity Factor: 0.00 · Iv Pctile: — |
| 2026-08-28 | N1 · Distribution Top | primed | 0.376 | 1 | decayed | Dist 52w High: -0.03 · Near 52w High: Yes · Rsi 14: 54.78 · Rsi Divergence: Yes · Sma Dist 10: -0.00 · Sma Dist 20: 0.01 |
| 2026-08-28 | N3 · Failed Breakout | primed | 0.732 | 0 | persisting | Breakout Level: 52w_high · Dist 52w High: -0.01 · Sma Dist 20: 0.03 · Recent Push: Yes · Below Level: Yes · Failure Bar: Yes |
| 2026-08-28 | A4 · Pre-Catalyst Coiling | partial | 0.000 | 1 | new | Realized Vol Pct 1y: 16.73 · Inside Day: Yes · Nr7: Yes · Days To Catalyst: — · Proximity Factor: 0.00 · Iv Pctile: — |
| 2026-08-25 | P1 · Pair Divergence | primed | 0.935 | 1 | exited | Pair Twin: BLK · Pair Correlation: 0.73 · Pair Spread Z: -3.98 · Pair Direction: long_recovery · Pair State: primed · Gate pass: Yes |
| 2026-08-21 | A8 · PEAD Beat Drift | partial | 0.365 | 1 | decayed | Eps Surprise: 0.08 · Days Since Earnings: 10.00 · Recency Max: 10.00 · Primed Floor: 0.10 · Partial Floor: 0.03 · Direction Of Evidence: pead_beat_continuation |
| 2026-08-19 | N3 · Failed Breakout | primed | 0.427 | 1 | persisting | Breakout Level: 52w_high · Dist 52w High: -0.01 · Sma Dist 20: 0.04 · Recent Push: Yes · Below Level: Yes · Failure Bar: Yes |
| 2026-08-18 | N3 · Failed Breakout | partial | 0.410 | 1 | persisting | Breakout Level: 52w_high · Dist 52w High: -0.01 · Sma Dist 20: 0.05 · Recent Push: Yes · Below Level: Yes · Failure Bar: Yes |
| 2026-08-14 | N3 · Failed Breakout | partial | 0.249 | 1 | persisting | Breakout Level: 52w_high · Dist 52w High: -0.01 · Sma Dist 20: 0.05 · Recent Push: Yes · Below Level: Yes · Failure Bar: Yes |
| 2026-08-12 | A2 · Oversold Sympathy | partial | 0.302 | 2 | exited | 1-day return: -4.73% · 1-day return: -4.73% · Beta (60d): 1.61 · Sector return (1d): -1.61% · Sector return: -1.61% · Borrowed drop: -2.14% |
| 2026-08-11 | P1 · Pair Divergence | primed | 0.935 | 1 | decayed | Pair Twin: BLK · Pair Correlation: 0.73 · Pair Spread Z: -3.98 · Pair Direction: long_recovery · Pair State: primed · Gate pass: Yes |
| 2026-08-07 | N3 · Failed Breakout | primed | 0.365 | 1 | persisting | Breakout Level: 52w_high · Dist 52w High: -0.01 · Sma Dist 20: 0.05 · Recent Push: Yes · Below Level: Yes · Failure Bar: Yes |
| 2026-08-07 | A8 · PEAD Beat Drift | partial | 0.365 | 1 | persisting | Eps Surprise: 0.08 · Days Since Earnings: 10.00 · Recency Max: 10.00 · Primed Floor: 0.10 · Partial Floor: 0.03 · Direction Of Evidence: pead_beat_continuation |
| 2026-08-06 | N3 · Failed Breakout | partial | 0.364 | 1 | new | Breakout Level: 52w_high · Dist 52w High: -0.01 · Sma Dist 20: 0.06 · Recent Push: Yes · Below Level: Yes · Failure Bar: Yes |
| 2026-08-06 | A8 · PEAD Beat Drift | partial | 0.364 | 1 | persisting | Eps Surprise: 0.08 · Days Since Earnings: 9.00 · Recency Max: 10.00 · Primed Floor: 0.10 · Partial Floor: 0.03 · Direction Of Evidence: pead_beat_continuation |
| 2026-08-05 | A2 · Oversold Sympathy | partial | 0.302 | 2 | decayed | 1-day return: -4.73% · 1-day return: -4.73% · Beta (60d): 1.61 · Sector return (1d): -1.61% · Sector return: -1.61% · Borrowed drop: -2.14% |
| 2026-08-05 | A8 · PEAD Beat Drift | partial | 0.367 | 1 | persisting | Eps Surprise: 0.08 · Days Since Earnings: 8.00 · Recency Max: 10.00 · Primed Floor: 0.10 · Partial Floor: 0.03 · Direction Of Evidence: pead_beat_continuation |
| 2026-08-04 | A8 · PEAD Beat Drift | partial | 0.371 | 1 | persisting | Eps Surprise: 0.08 · Days Since Earnings: 7.00 · Recency Max: 10.00 · Primed Floor: 0.10 · Partial Floor: 0.03 · Direction Of Evidence: pead_beat_continuation |
| 2026-08-03 | A8 · PEAD Beat Drift | partial | 0.374 | 1 | persisting | Eps Surprise: 0.08 · Days Since Earnings: 6.00 · Recency Max: 10.00 · Primed Floor: 0.10 · Partial Floor: 0.03 · Direction Of Evidence: pead_beat_continuation |
| 2026-07-31 | N1 · Distribution Top | primed | 0.376 | 1 | persisting | Dist 52w High: -0.03 · Near 52w High: Yes · Rsi 14: 54.78 · Rsi Divergence: Yes · Sma Dist 10: -0.00 · Sma Dist 20: 0.01 |
| 2026-07-31 | A8 · PEAD Beat Drift | partial | 0.376 | 1 | persisting | Eps Surprise: 0.08 · Days Since Earnings: 3.00 · Recency Max: 10.00 · Primed Floor: 0.10 · Partial Floor: 0.03 · Direction Of Evidence: pead_beat_continuation |
| 2026-07-30 | N1 · Distribution Top | primed | 0.376 | 1 | persisting | Dist 52w High: -0.04 · Near 52w High: Yes · Rsi 14: 53.75 · Rsi Divergence: Yes · Sma Dist 10: -0.01 · Sma Dist 20: 0.01 |
| 2026-07-30 | A8 · PEAD Beat Drift | partial | 0.376 | 1 | persisting | Eps Surprise: 0.08 · Days Since Earnings: 2.00 · Recency Max: 10.00 · Primed Floor: 0.10 · Partial Floor: 0.03 · Direction Of Evidence: pead_beat_continuation |
| 2026-07-29 | A2 · Oversold Sympathy | partial | 0.302 | 2 | new | 1-day return: -4.73% · 1-day return: -4.73% · Beta (60d): 1.61 · Sector return (1d): -1.61% · Sector return: -1.61% · Borrowed drop: -2.14% |
| 2026-07-29 | A8 · PEAD Beat Drift | partial | 0.302 | 2 | new | Eps Surprise: 0.08 · Days Since Earnings: 1.00 · Recency Max: 10.00 · Primed Floor: 0.10 · Partial Floor: 0.03 · Direction Of Evidence: pead_beat_continuation |
| 2026-07-28 | N1 · Distribution Top | primed | 0.935 | 1 | new | Dist 52w High: -0.04 · Near 52w High: Yes · Rsi 14: 54.67 · Rsi Divergence: Yes · Sma Dist 10: -0.02 · Sma Dist 20: 0.02 |
| 2026-07-28 | P1 · Pair Divergence | primed | 0.935 | 1 | new | Pair Twin: BLK · Pair Correlation: 0.73 · Pair Spread Z: -3.98 · Pair Direction: long_recovery · Pair State: primed · Gate pass: Yes |
| 2026-07-21 | N1 · Distribution Top | primed | 0.451 | 1 | decayed | Dist 52w High: -0.03 · Near 52w High: Yes · Rsi 14: 53.04 · Rsi Divergence: Yes · Sma Dist 10: -0.01 · Sma Dist 20: 0.00 |
| 2026-07-16 | A3 · Positioning Extreme | partial | 0.000 | 1 | exited | Short Pct Float: — · Ret 20d: 0.04 · Dist 52w Low: 1.05 · Short Extreme: No · Price Holding: Yes · Options Legs Enabled: Yes |
| 2026-07-13 | A5 · Mechanical Reversion | primed | 0.914 | 1 | exited | 1-day return: 1.11% · 1-day return: 1.11% · Beta (60d): 1.46 · Spy Ret 1d: 0.04 · Spy Ret Pct: 3.60% · Beta Residual Pct: -4.13% |
| 2026-07-08 | A2 · Oversold Sympathy | partial | 0.703 | 2 | exited | 1-day return: -3.96% · 1-day return: -3.96% · Beta (60d): 1.50 · Sector return (1d): -0.30% · Sector return: -0.30% · Borrowed drop: -3.52% |
| 2026-07-06 | A5 · Mechanical Reversion | primed | 0.914 | 1 | decayed | 1-day return: 1.11% · 1-day return: 1.11% · Beta (60d): 1.46 · Spy Ret 1d: 0.04 · Spy Ret Pct: 3.60% · Beta Residual Pct: -4.13% |
| 2026-07-01 | A2 · Oversold Sympathy | partial | 0.703 | 2 | decayed | 1-day return: -3.96% · 1-day return: -3.96% · Beta (60d): 1.50 · Sector return (1d): -0.30% · Sector return: -0.30% · Borrowed drop: -3.52% |
| 2026-06-26 | A5 · Mechanical Reversion | primed | 0.914 | 1 | persisting | 1-day return: 1.11% · 1-day return: 1.11% · Beta (60d): 1.46 · Spy Ret 1d: 0.04 · Spy Ret Pct: 3.60% · Beta Residual Pct: -4.13% |
| 2026-06-25 | A3 · Positioning Extreme | partial | 0.000 | 1 | decayed | Short Pct Float: — · Ret 20d: 0.04 · Dist 52w Low: 1.05 · Short Extreme: No · Price Holding: Yes · Options Legs Enabled: Yes |
| 2026-06-24 | A5 · Mechanical Reversion | primed | 0.703 | 2 | persisting | 1-day return: -3.96% · 1-day return: -3.96% · Beta (60d): 1.50 · Spy Ret 1d: 0.00 · Spy Ret Pct: 0.36% · Beta Residual Pct: -4.51% |
| 2026-06-24 | A2 · Oversold Sympathy | partial | 0.703 | 2 | persisting | 1-day return: -3.96% · 1-day return: -3.96% · Beta (60d): 1.50 · Sector return (1d): -0.30% · Sector return: -0.30% · Borrowed drop: -3.52% |
| 2026-06-23 | N1 · Distribution Top | primed | 0.451 | 1 | persisting | Dist 52w High: -0.03 · Near 52w High: Yes · Rsi 14: 53.04 · Rsi Divergence: Yes · Sma Dist 10: -0.01 · Sma Dist 20: 0.00 |
| 2026-06-23 | A5 · Mechanical Reversion | primed | 0.898 | 2 | persisting | 1-day return: -6.31% · 1-day return: -6.31% · Beta (60d): 1.52 · Spy Ret 1d: -0.01 · Spy Ret Pct: -1.20% · Beta Residual Pct: -4.49% |
| 2026-06-23 | A2 · Oversold Sympathy | partial | 0.898 | 2 | new | 1-day return: -6.31% · 1-day return: -6.31% · Beta (60d): 1.52 · Sector return (1d): 0.33% · Sector return: 0.33% · Borrowed drop: -6.82% |
| 2026-06-21 | A5 · Mechanical Reversion | primed | 0.730 | 1 | persisting | 1-day return: -2.28% · 1-day return: -2.28% · Beta (60d): 1.36 · Spy Ret 1d: 0.00 · Spy Ret Pct: 0.00% · Beta Residual Pct: -2.28% |
| 2026-06-20 | A5 · Mechanical Reversion | primed | 0.738 | 1 | persisting | 1-day return: -2.28% · 1-day return: -2.28% · Beta (60d): 1.36 · Spy Ret 1d: 0.00 · Spy Ret Pct: 0.00% · Beta Residual Pct: -2.28% |
| 2026-06-19 | A5 · Mechanical Reversion | primed | 0.526 | 2 | persisting | 1-day return: -2.28% · 1-day return: -2.28% · Beta (60d): 1.36 · Spy Ret 1d: 0.00 · Spy Ret Pct: 0.00% · Beta Residual Pct: -2.28% |
| 2026-06-18 | A5 · Mechanical Reversion | partial | 0.077 | 1 | persisting | 1-day return: 0.17% · 1-day return: 0.17% · Beta (60d): 1.42 · Spy Ret 1d: — · Spy Ret Pct: — · Beta Residual Pct: — |
| 2026-06-17 | A5 · Mechanical Reversion | partial | 0.706 | 2 | persisting | 1-day return: -1.41% · 1-day return: -1.41% · Beta (60d): 1.41 · Spy Ret 1d: — · Spy Ret Pct: — · Beta Residual Pct: — |
| 2026-06-04 | A3 · Positioning Extreme | partial | 0.000 | 1 | persisting | Short Pct Float: — · Ret 20d: 0.04 · Dist 52w Low: 1.05 · Short Extreme: No · Price Holding: Yes · Options Legs Enabled: Yes |
| 2026-06-03 | A3 · Positioning Extreme | partial | 0.000 | 1 | persisting | Short Pct Float: — · Ret 20d: 0.01 · Dist 52w Low: 0.96 · Short Extreme: No · Price Holding: Yes · Options Legs Enabled: Yes |