13F Insight
DOSSIER · 13F Holders · Q2 2026
QQA

INVESCO ACTIVELY MANAGED EXC

75 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 46090A689·75 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$413M
visible holders
Holders
75
filers reporting
Concentration
28.53%
Invesco Ltd. #1
top holder share
AI Holders Summary · Q2 2026

75 institutions reported QQA in Q2 2026. Invesco Ltd. leads at 28.5% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Invesco Ltd.
CIK 0000914208
$118M2.0M0.01%Q2 202602
LPL Financial LLC
CIK 0001403438
$79M1.4M0.02%Q2 202603
JONES FINANCIAL COMPANIES LLLP
CIK 0000815917
$55M989K0.02%Q2 202604
MORGAN STANLEY
CIK 0000895421
$31M545K0.00%Q2 202605
Cetera Investment Advisers
CIK 0001666741
$23M395K0.02%Q2 202606
Perigon Wealth Management, LLC
CIK 0001575239
$17M295K0.27%Q2 202607
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$15M261K0.02%Q2 202608
UBS Group AG
CIK 0001610520
$14M236K0.00%Q2 202609
WELLS FARGO & COMPANY/MN
CIK 0000072971
$12M210K0.00%Q2 202610
SageGuard Financial Group, LLC
CIK 0001861378
$7M129K1.04%Q2 202611
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$6M105K0.00%Q2 202612
Brookstone Capital Management
CIK 0001599584
$5M82K0.05%Q2 202613
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$4M86K0.01%Q1 202614
Talon Private Wealth, LLC
CIK 0001990467
$4M84K0.55%Q1 202615
OSAIC HOLDINGS, INC.
CIK 0001677044
$4M71K0.00%Q2 202616
Prospera Financial Services Inc
CIK 0001541625
$4M66K0.06%Q2 202617
Private Advisor Group, LLC
CIK 0001567755
$4M65K0.02%Q2 202618
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC
CIK 0001989941
$4M64K0.55%Q2 202619
NATIXIS ADVISORS, LLC
CIK 0001018331
$4M71K0.00%Q1 202620
Triad Wealth Partners, LLC
CIK 0002012717
$3M63K0.20%Q2 2026
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