6 institutions reported holding $2.3M of INVESCO ACTIVELY MANAGED EXC (QBIG) in SEC 13F filings for 2026-03-31. Largest institutional holders: ATX Financial Planning, LLC ($1.4M), Geneos Wealth Management Inc. ($572,172), Summit Financial, LLC ($311,044), Financial & Tax Architects, LLC ($0), BANK OF AMERICA CORP /DE/ ($0). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | ATX Financial Planning, LLC | $1.4M | 41,084 | Added |
| 2 | Geneos Wealth Management Inc. | $572,172 | 16,794 | Trimmed |
| 3 | Summit Financial, LLC | $311,044 | 9,129 | Trimmed |
| 4 | Financial & Tax Architects, LLC | $0 | 0 | Exited |
| 5 | BANK OF AMERICA CORP /DE/ | $0 | 0 | Exited |
| 6 | MORGAN STANLEY | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31