# INVESCO ACTIVELY MANAGED EXC (GSY)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/GSY/

- Reporting holders: 11
- Reported value: $62.1M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Gradient Investments LLC](https://holderbook.com/funds/1542265-gradient-investments-llc/) | $51.7M | 1,034,881 | 0.7% | 30 |
| [Trust Co](https://holderbook.com/funds/1632554-trust-co/) | $2.9M | 59,049 | 0.3% | 25 |
| [LEGACY SOLUTIONS, LLC](https://holderbook.com/funds/2053314-legacy-solutions-llc/) | $2.0M | 40,946 | 1.6% | 8 |
| [Avidian Wealth Enterprises, LLC](https://holderbook.com/funds/1471474-avidian-wealth-enterprises-llc/) | $1.8M | 36,954 | 0.1% | 2 |
| [YHB Investment Advisors, Inc.](https://holderbook.com/funds/1469219-yhb-investment-advisors-inc/) | $1.3M | 25,112 | 0.1% | 25 |
| [Paladin Partners, LLC](https://holderbook.com/funds/2141570-paladin-partners-llc/) | $1.2M | 24,349 | 0.7% | 2 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $493.3K | 9,879 | 0.0% | 8 |
| [PRIVATE CLIENT SERVICES, LLC](https://holderbook.com/funds/1457005-private-client-services-llc/) | $346.8K | 6,947 | 0.1% | 9 |
| [ATWOOD & PALMER INC](https://holderbook.com/funds/1044929-atwood-palmer-inc/) | $137.3K | 2,750 | 0.0% | 32 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $121.4K | 2,431 | 0.0% | 11 |
| [Noble Wealth Management PBC](https://holderbook.com/funds/2055065-noble-wealth-management-pbc/) | $11.3K | 227 | 0.0% | 7 |
| [CX Institutional](https://holderbook.com/funds/1737089-cx-institutional/) | $10 | 199 | 0.0% | 4 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 11 | $62.1M |
| Q2 2026 | 302 | $2.6B |
| Q1 2026 | 294 | $2.7B |
| Q4 2025 | 277 | $2.2B |
| Q3 2025 | 266 | $1.9B |
| Q2 2025 | 267 | $1.7B |
| Q1 2025 | 262 | $1.7B |
| Q4 2024 | 250 | $1.6B |
| Q3 2024 | 225 | $1.5B |
| Q2 2024 | 220 | $1.5B |
| Q1 2024 | 220 | $1.6B |
| Q4 2023 | 213 | $1.5B |