CUSIP 46090A804TOTAL RETURNGTOQ4 2025
Aggregate 13F value by quarter
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200 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Lpl Financial LLC | 4.53M | $215.00M | +53.5K | Added |
| 2 | Invesco Ltd. | 4.18M | $198.28M | +1.68M | Added |
| 3 | Envestnet Asset Management Inc | 2.99M | $141.75M | +58.3K | Added |
| 4 | Osaic Holdings, Inc. | 2.71M | $128.34M |
| Reduced |
| 5 | Morgan Stanley | 1.72M | $81.68M | +70.4K | Added |
| 6 | Private Advisor Group, LLC | 1.14M | $54.05M | −35.1K | Reduced |
| 7 | Bank Of New York Mellon Corp | 1.14M | $54.02M | −6.5K | Reduced |
| 8 | Brio Consultants, LLC | 1.14M | $53.95M | +78.1K | Added |
| 9 | Bank Of America Corp /De/ | 1.13M | $53.68M | +65.7K | Added |
| 10 | Rtd Financial Advisors, Inc. | 812.9K | $38.55M | −64.1K | Reduced |
See every fund holding Invesco Actively Managed Exc, with full quarter-over-quarter share changes.
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