INVESCO ACTIVELY MANAGED EXC
CUSIP 46090A689
Invesco Actively Managed Exc has 62 institutional holders in Filings Flow’s 13F database, together reporting 6.51M shares worth $315M as of Q1 2026. The largest reported holders are Invesco Ltd., Lpl Financial LLC, and Jones Financial Companies Lllp.
Institutional Holders
62
Q1 2026
Reported Value
$315M
Ticker
unmapped
private placement or foreign
Quarters Tracked
3
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC$594M AUM | 1.14% | $7M | 135.2K | Q1 2026OLDER |
| SageGuard Financial Group, LLC$646M AUM | 0.86% | $6M | 111.9K | Q1 2026OLDER |
| Talon Private Wealth, LLC$753M AUM | 0.55% | $4M | 83.6K | Q1 2026OLDER |
| Guided Capital Wealth Management, LLC$152M AUM | 0.43% | $648,607 | 13.0K | Q1 2026OLDER |
| Stillwater Wealth Management Group$162M AUM | 0.40% | $640,178 | 12.8K | Q1 2026OLDER |
| Triad Wealth Partners, LLC$1.3B AUM | 0.30% | $4M | 77.0K | Q1 2026OLDER |
| Barnett & Company, Inc.$129M AUM | 0.28% | $362,859 | 7.3K | Q1 2026OLDER |
| Perigon Wealth Management, LLC$5.5B AUM | 0.22% | $12M | 246.1K | Q1 2026OLDER |
| Patriot Financial Group Insurance Agency, LLC$1.8B AUM | 0.17% | $1M | 25.0K | Q3 2025OLDER |
| NAPLES GLOBAL ADVISORS, LLC$1.4B AUM | 0.12% | $2M | 34.2K | Q1 2026OLDER |
| RETIREMENT FINANCIAL SOLUTIONS, LLC$350M AUM | 0.10% | $362,975 | 7.3K | Q1 2026OLDER |
| Western Wealth Management, LLC$2.6B AUM | 0.07% | $2M | 36.9K | Q2 2026 |
| tru Independence LLC$202M AUM | 0.06% | $225,826 | 368 | Q4 2025OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.05% | $3M | 50.6K | Q1 2026OLDER |
| Brookstone Capital Management$8.7B AUM | 0.05% | $4M | 89.7K | Q1 2026OLDER |
| Prospera Financial Services Inc$6.2B AUM | 0.05% | $3M | 61.3K | Q1 2026OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.04% | $9M | 189.1K | Q1 2026OLDER |
| Apollon Wealth Management, LLC$6.2B AUM | 0.04% | $3M | 52.9K | Q1 2026OLDER |
| OLD MISSION CAPITAL LLC$6.3B AUM | 0.04% | $2M | 34.4K | Q4 2025OLDER |
| PRIVATE TRUST CO NA$1.1B AUM | 0.04% | $444,129 | 8.5K | Q1 2026OLDER |
| Dynamic Advisor Solutions LLC$3.5B AUM | 0.03% | $1M | 21.0K | Q2 2026 |
| Cetera Investment Advisers$94.0B AUM | 0.02% | $19M | 383.8K | Q1 2026OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.02% | $39M | 790.5K | Q1 2026OLDER |
| Invesco Ltd.$653.3B AUM | 0.02% | $106M | 2.13M | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.02% | $11M | 228.5K | Q1 2026OLDER |
| Kingsview Wealth Management, LLC$7.3B AUM | 0.02% | $1M | 23.1K | Q1 2026OLDER |
| Gateway Wealth Partners, LLC$2.6B AUM | 0.02% | $397,840 | 8.0K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.01% | $53M | 1.06M | Q1 2026OLDER |
| Ausdal Financial Partners, Inc.$2.3B AUM | 0.01% | $285,024 | 5.7K | Q1 2026OLDER |
| FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM | 0.01% | $252,874 | 5.1K | Q1 2026OLDER |
| Sigma Planning Corp$3.6B AUM | 0.01% | $249,254 | 5.0K | Q1 2026OLDER |
| NBC SECURITIES, INC.$1.3B AUM | 0.01% | $72,350 | 1.4K | Q1 2026OLDER |
| FOUNDATIONS INVESTMENT ADVISORS, LLC$8.1B AUM | 0.01% | $368,971 | 7.0K | Q3 2025OLDER |
| INDEPENDENT FINANCIAL GROUP, LLC$5.3B AUM | 0.00% | $232,374 | 4.0K | Q2 2026 |
| Stratos Wealth Partners, LTD.$8.8B AUM | 0.00% | $372,626 | 7.5K | Q1 2026OLDER |
| Sunbelt Securities, Inc.$1.6B AUM | 0.00% | $66,021 | 1.3K | Q1 2026OLDER |
| STEPHENS INC /AR/$8.0B AUM | 0.00% | $300,393 | 6.0K | Q1 2026OLDER |
| Quadrature Capital Ltd$8.4B AUM | 0.00% | $250,984 | 5.0K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $2M | 37.1K | Q1 2026OLDER |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.00% | $31,523 | 625 | Q1 2026OLDER |
| CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM | 0.00% | $31,949 | 603 | Q4 2025OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $529,942 | 10.6K | Q1 2026OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $110,529 | 2.2K | Q1 2026OLDER |
| CALDWELL SUTTER CAPITAL, INC.$246M AUM | 0.00% | $3,947 | 75 | Q3 2025OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.00% | $523,469 | 10.5K | Q1 2026OLDER |
| Geneos Wealth Management Inc.$4.3B AUM | 0.00% | $58,958 | 1.2K | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $7M | 149.7K | Q1 2026OLDER |
| Triumph Capital Management$491M AUM | 0.00% | $4,988 | 100 | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $5M | 106.9K | Q2 2026 |
| Founders Financial Alliance, LLC$555M AUM | 0.00% | $5,017 | 101 | Q1 2026OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $240,357 | 4.8K | Q2 2026 |
| HM PAYSON & CO$6.9B AUM | 0.00% | $49,878 | 1.0K | Q1 2026OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $627,502 | 12.6K | Q1 2026OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $92,273 | 1.9K | Q1 2026OLDER |
| Anchor Investment Management, LLC$1.2B AUM | 0.00% | $5,075 | 102 | Q1 2026OLDER |
| Cerity Partners LLC$70.8B AUM | 0.00% | $212,080 | 4.0K | Q4 2025OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.00% | $13,041 | 248 | Q3 2025OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $608,356 | 12.2K | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $626,353 | 12.6K | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $1M | 25.8K | Q1 2026OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $10,175 | 204 | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $750,000 | 15.0K | Q1 2026OLDER |
| US BANCORP \DE\$82.4B AUM | 0.00% | $99,256 | 2.0K | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $1M | 29.9K | Q1 2026OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $11,971 | 240 | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $22,863 | 458 | Q1 2026OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $250,050 | 4.8K | Q3 2025OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $2,000 | 38 | Q3 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.