CUSIP 46090A671INVESCO TOP QQQQBIGQ4 2025
Schedule 13D (activist) & 13G (passive) 5%+ ownership filings
No 13D/13G filings on record yet
Schedule 13D/13G beneficial-ownership filings from 2020–present are ingested from SEC EDGAR. Coverage expands as the backfill and daily crawler run.
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Atx Financial Planning, LLC | 34.9K | $1.34M |
| 2 | Geneos Wealth Management Inc. | 17.6K | $675.6K |
| 3 | Summit Financial, LLC | 9.5K | $366.9K |
| 4 | Financial & Tax Architects, LLC | 7.2K | $275.1K |
| 5 | Bank Of America Corp /De/ | 3.8K | $147.4K |
| 6 | Morgan Stanley | 1.7K | $66.8K |
| 7 | Tucker Asset Management LLC | 71 | $2.7K |