DOSSIER · 13F Holders · Q2 2026
QBIG

INVESCO ACTIVELY MANAGED EXC

7 institutions still hold INVESCO ACTIVELY MANAGED EXC as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 46090A671·7 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$18M
visible holders
Holders
7
filers reporting
Concentration
89.45%
SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co #1
top holder share
AI Holders Summary · Q2 2026

7 institutions reported QBIG in Q2 2026. SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co leads at 89.5% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co
CIK 0002016209
$16M22K8.83%Q2 2026
02
ATX Financial Planning, LLC
CIK 0002111013
$698K17K0.45%Q3 2026
03
Geneos Wealth Management Inc.
CIK 0001764754
$610K16K0.01%Q2 2026
04
Summit Financial, LLC
CIK 0001765536
$360K9K0.00%Q2 2026
05
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$214K5K0.00%Q2 2026
06
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CIK 0000752798
$00—Q2 2025
07
PrairieView Partners, LLC
CIK 0001726673
$0300.00%Q2 2025