DOSSIER · 13F Holders · Q2 2026
VVOIX

INVESCO VALUE OPPORTUNITIES Y

2 institutions still hold INVESCO VALUE OPPORTUNITIES Y as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 00143M364·2 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$22K
visible holders
Holders
2
filers reporting
Concentration
77.68%
Vermillion Wealth Management, Inc. #1
top holder share
AI Holders Summary · Q2 2026

2 institutions reported VVOIX in Q2 2026. Vermillion Wealth Management, Inc. leads at 77.7% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Vermillion Wealth Management, Inc.
CIK 0001737012
$17K5940.00%Q2 2026
02
Motiv8 Investments LLC
CIK 0002024873
$5K2280.00%Q4 2025