13F Insight
DOSSIER · 13F Holders · Q1 2026
QQA

INVESCO ACTIVELY MANAGED EXC

68 institutions still hold INVESCO ACTIVELY MANAGED EXC as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 46090A689·68 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$342M
visible holders
Holders
68
filers reporting
Concentration
31.10%
Invesco Ltd. #1
top holder share
AI Holders Summary · Q1 2026

68 institutions reported QQA in Q1 2026. Invesco Ltd. leads at 31.1% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Invesco Ltd.
CIK 0000914208
$106M2.1M0.01%Q1 202602
LPL Financial LLC
CIK 0001403438
$79M1.4M0.02%Q2 202603
JONES FINANCIAL COMPANIES LLLP
CIK 0000815917
$39M790K0.02%Q1 202604
Cetera Investment Advisers
CIK 0001666741
$19M384K0.02%Q1 202605
Perigon Wealth Management, LLC
CIK 0001575239
$17M295K0.27%Q2 202606
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$15M261K0.02%Q2 202607
MORGAN STANLEY
CIK 0000895421
$8M168K0.00%Q1 202608
UBS Group AG
CIK 0001610520
$7M150K0.00%Q1 202609
SageGuard Financial Group, LLC
CIK 0001861378
$7M129K1.04%Q2 202610
WELLS FARGO & COMPANY/MN
CIK 0000072971
$5M107K0.00%Q1 202611
Brookstone Capital Management
CIK 0001599584
$5M82K0.05%Q2 202612
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$4M86K0.01%Q1 202613
Talon Private Wealth, LLC
CIK 0001990467
$4M84K0.55%Q1 202614
Triad Wealth Partners, LLC
CIK 0002012717
$4M77K0.30%Q1 202615
Prospera Financial Services Inc
CIK 0001541625
$4M66K0.06%Q2 202616
Private Advisor Group, LLC
CIK 0001567755
$4M65K0.02%Q2 202617
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC
CIK 0001989941
$4M64K0.55%Q2 202618
NATIXIS ADVISORS, LLC
CIK 0001018331
$4M71K0.00%Q1 202619
Apollon Wealth Management, LLC
CIK 0001764387
$3M53K0.04%Q2 202620
IFP Advisors, Inc
CIK 0001641866
$3M52K0.05%Q2 2026
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