# INVESCO ACTIVELY MANAGED EXC (ICLO)

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

- Reporting holders: 6
- Reported value: $10.8M
- 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 |
|---|---|---|---|---|
| [Green Ridge Wealth Planning LLC](https://holderbook.com/funds/2117069-green-ridge-wealth-planning-llc/) | $3.8M | 146,554 | 1.5% | 4 |
| [Elm3 Financial Group, LLC](https://holderbook.com/funds/2011201-elm3-financial-group-llc/) | $3.2M | 125,405 | 2.1% | 8 |
| [Cadent Capital Advisors, LLC](https://holderbook.com/funds/1803536-cadent-capital-advisors-llc/) | $3.0M | 119,162 | 0.7% | 2 |
| [AVAII WEALTH MANAGEMENT, LLC](https://holderbook.com/funds/1904431-avaii-wealth-management-llc/) | $705.6K | 27,562 | 0.2% | 7 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $87.7K | 3,428 | 0.0% | 3 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $77 | 3 | 0.0% | 1 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 6 | $10.8M |
| Q2 2026 | 93 | $393.8M |
| Q1 2026 | 90 | $330.4M |
| Q4 2025 | 85 | $316.2M |
| Q3 2025 | 73 | $264.8M |
| Q2 2025 | 64 | $203.1M |
| Q1 2025 | 64 | $222.3M |
| Q4 2024 | 45 | $153.2M |
| Q3 2024 | 31 | $76.3M |
| Q2 2024 | 28 | $75.5M |
| Q1 2024 | 15 | $36.9M |
| Q4 2023 | 15 | $32.3M |