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QQA — Invesco Actively Managed Exc Institutional Holders · Q2 2026

Who owns Invesco Actively Managed Exc (QQA)? 74 institutions reported holding $451.37M in SEC 13F filings for Q2 2026 (period ended 2026-06-30). Largest holders: Invesco Ltd. ($117.9M), LPL Financial LLC ($79.2M), Jones Financial Companies Lllp ($55.2M).

RankInstitutionValueSharesChange
1Invesco Ltd.$117.9M2.0MTrimmed
2LPL Financial LLC$79.2M1.4MAdded
3JONES FINANCIAL COMPANIES LLLP$55.2M988,967Added
4MORGAN STANLEY$31.4M545,211Added
5Cetera Investment Advisers$22.7M394,624Added
6Perigon Wealth Management, LLC$17.0M294,680Added
7COMMONWEALTH EQUITY SERVICES, LLC$15.0M260,693Added
8UBS Group AG$13.6M236,128Added
9WELLS FARGO & COMPANY/MN$12.1M210,087Added
10SageGuard Financial Group, LLC$7.4M128,930Added
11NATIXIS ADVISORS, LLC$6.2M108,458Added
12RAYMOND JAMES FINANCIAL INC$6.1M105,257Added
13Brookstone Capital Management$4.7M82,212Trimmed
14Cambridge Investment Research Advisors, Inc.$4.7M82,030Trimmed
15Talon Private Wealth, LLC$4.3M73,982Trimmed
16OSAIC HOLDINGS, INC.$4.1M71,123Added
17Prospera Financial Services Inc$3.8M66,090Added
18Private Advisor Group, LLC$3.8M65,304Trimmed
19PREVAIL INNOVATIVE WEALTH ADVISORS, LLC$3.7M64,445Trimmed
20Triad Wealth Partners, LLC$3.5M62,790Trimmed
21Apollon Wealth Management, LLC$3.1M53,282Added
22IFP Advisors, Inc$3.0M51,634Added
23OLD MISSION CAPITAL LLC$2.4M40,903New
24Western Wealth Management, LLC$2.3M40,138Added
25NAPLES GLOBAL ADVISORS, LLC$2.2M38,505Added

Source: SEC Form 13F filings · as of 2026-06-30