CUSIP 46090A689QQQ INCOME ADVANQQAQ4 2025
Aggregate 13F value by quarter
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55 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Invesco Ltd. | 2.05M | $108.82M | −284.6K | Reduced |
| 2 | Lpl Financial LLC | 856.9K | $45.43M | +328.4K | Added |
| 3 | Jones Financial Companies Lllp | 544.4K | $28.91M | +214.1K | Added |
| 4 | Perigon Wealth Management, LLC | 238.0K | $12.62M |
| +41.5K |
| Added |
| 5 | Cetera Investment Advisers | 220.1K | $11.67M | +22.1K | Added |
| 6 | Private Advisor Group, LLC | 169.3K | $8.98M | +19.5K | Added |
| 7 | Ubs Group AG | 168.5K | $8.93M | +50.1K | Added |
| 8 | Commonwealth Equity Services, LLC | 132.8K | $7.04M | +20.3K | Added |
| 9 | Sageguard Financial Group, LLC | 107.4K | $5.69M | +107.4K | New Position |
| 10 | Brookstone Capital Management | 82.0K | $4.35M | +27.4K | Added |
See every fund holding Invesco Actively Managed Exc, with full quarter-over-quarter share changes.
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