DOSSIER · 13F Holders · Q2 2026
OPOCX

INVESCO DISCOVERY FUND CL A M/F

2 institutions still hold INVESCO DISCOVERY FUND CL A M/F as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 00141G666·2 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$278K
visible holders
Holders
2
filers reporting
Concentration
74.14%
CARRET ASSET MANAGEMENT, LLC #1
top holder share
AI Holders Summary · Q2 2026

Kelleher Financial Advisors initiated a new $27,579 position in Invesco Discovery Fund Class A (OPOCX) during Q1 2026, representing the firm's only reported institutional holding in this share class. The modest allocation suggests a tactical rather than strategic interest in the fund.

As of Q1 2026 (report date 2026-03-31), Invesco Discovery Fund Class A (OPOCX) carries a single disclosed institutional holder: Kelleher Financial Advisors, with a position valued at $27,579.

Position Details

Analysis generated by 13F Insight from SEC Form 13F filing data · Q2 2026. Methodology

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
CARRET ASSET MANAGEMENT, LLC
CIK 0000791490
$206K2K0.02%Q2 2026
02
KELLEHER FINANCIAL ADVISORS
CIK 0001507971
$72K5240.01%Q2 2026