CUSIP 46090A697S&P 500 EQUAL WERSPAQ4 2025
Aggregate 13F value by quarter
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56 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Invesco Ltd. | 4.38M | $223.00M | −528.9K | Reduced |
| 2 | Lpl Financial LLC | 643.6K | $32.80M | +219.2K | Added |
| 3 | Jones Financial Companies Lllp | 290.8K | $14.82M | +121.0K | Added |
| 4 | Retirement Financial Solutions, LLC | 183.2K | $9.33M |
| +183.2K |
| New |
| 5 | Ubs Group AG | 166.6K | $8.49M | +73.2K | Added |
| 6 | Jane Street Group, LLC | 143.4K | $7.31M | +52.1K | Added |
| 7 | Cetera Investment Advisers | 123.9K | $6.32M | +75.8K | Added |
| 8 | Wealthcare Advisory Partners LLC | 75.5K | $3.85M | +10.0K | Added |
| 9 | Sageguard Financial Group, LLC | 73.2K | $3.73M | +73.2K | New Position |
| 10 | Compass Financial Services Inc | 71.1K | $3.62M | +1.2K | Added |
See every fund holding Invesco Actively Managed Exc, with full quarter-over-quarter share changes.
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