# INVESCO ACTIVELY MANAGED EXC (GTOQ)

> Institutional ownership reported to the SEC as of Q2 2026, from Form 13F filings. Source: https://holderbook.com/stocks/GTOQ/

- Reporting holders: 15
- Reported value: $171.2M
- 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 |
|---|---|---|---|---|
| [Invesco Ltd.](https://holderbook.com/funds/914208-invesco-ltd/) | $163.8M | 7,331,648 | 0.0% | 23 |
| [LPL Financial LLC](https://holderbook.com/funds/1403438-lpl-financial-llc/) | $3.2M | 143,927 | 0.0% | 16 |
| [World Investment Advisors](https://holderbook.com/funds/1652594-world-investment-advisors/) | $1.4M | 62,735 | 0.0% | 10 |
| [Avestar Capital, LLC](https://holderbook.com/funds/1704404-avestar-capital-llc/) | $994.6K | 44,519 | 0.1% | 14 |
| [JANE STREET GROUP, LLC](https://holderbook.com/funds/1595888-jane-street-group-llc/) | $456.6K | 20,438 | 0.0% | 2 |
| [Westside Investment Management, Inc.](https://holderbook.com/funds/1538383-westside-investment-management-inc/) | $440.1K | 19,700 | 0.1% | 15 |
| [Stratos Wealth Partners, LTD.](https://holderbook.com/funds/1612865-stratos-wealth-partners-ltd/) | $336.8K | 15,073 | 0.0% | 2 |
| [Kestra Advisory Services, LLC](https://holderbook.com/funds/1830819-kestra-advisory-services-llc/) | $305.3K | 13,666 | 0.0% | 9 |
| [OSAIC HOLDINGS, INC.](https://holderbook.com/funds/1677044-osaic-holdings-inc/) | $141.2K | 6,320 | 0.0% | 11 |
| [UBS Group AG](https://holderbook.com/funds/1610520-ubs-group-ag/) | $37.8K | 1,693 | 0.0% | 1 |
| [HARBOUR INVESTMENTS, INC.](https://holderbook.com/funds/810121-harbour-investments-inc/) | $24.6K | 1,100 | 0.0% | 3 |
| [AE Wealth Management LLC](https://holderbook.com/funds/1697723-ae-wealth-management-llc/) | $18.1K | 811 | 0.0% | 7 |
| [NATIONAL BANK OF CANADA /FI/](https://holderbook.com/funds/926171-national-bank-of-canada-fi/) | $4.1K | 183 | 0.0% | 19 |
| [Wagner Wealth Management, LLC](https://holderbook.com/funds/1728657-wagner-wealth-management-llc/) | $3.7K | 165 | 0.0% | 10 |
| [MORGAN STANLEY](https://holderbook.com/funds/895421-morgan-stanley/) | $25 | 1 | 0.0% | 1 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q2 2026 | 15 | $171.2M |
| Q1 2026 | 16 | $150.3M |
| Q4 2025 | 13 | $129.3M |
| Q3 2025 | 11 | $94.2M |
| Q2 2025 | 13 | $51.7M |
| Q1 2025 | 15 | $51.2M |
| Q4 2024 | 16 | $45.8M |
| Q3 2024 | 19 | $47.4M |
| Q2 2024 | 13 | $44.8M |
| Q1 2024 | 17 | $34.3M |
| Q4 2023 | 15 | $33.5M |
| Q3 2023 | 13 | $30.4M |