# INVESCO ACTIVELY MANAGED EXC (IVRA)

> Institutional ownership reported to the SEC as of Q4 2025, from Form 13F filings. Source: https://holderbook.com/stocks/IVRA/

- Reporting holders: 4
- Reported value: $3.1M
- 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 |
|---|---|---|---|---|
| [Sunrise Financial Services, LLC](https://holderbook.com/funds/2110891-sunrise-financial-services-llc/) | $3.1M | 193,638 | 2.3% | 1 |
| [Geneos Wealth Management Inc.](https://holderbook.com/funds/1764754-geneos-wealth-management-inc/) | $13.3K | 825 | 0.0% | 15 |
| [UBS Group AG](https://holderbook.com/funds/1610520-ubs-group-ag/) | $3.9K | 242 | 0.0% | 1 |
| [MORGAN STANLEY](https://holderbook.com/funds/895421-morgan-stanley/) | $29 | 1 | 0.0% | 2 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q4 2025 | 4 | $3.1M |
| Q3 2025 | 3 | $375.0K |
| Q2 2025 | 3 | $1.2M |
| Q1 2025 | 4 | $2.0M |
| Q4 2024 | 5 | $2.1M |
| Q3 2024 | 4 | $909.5K |
| Q2 2024 | 7 | $1.1M |
| Q1 2024 | 7 | $723.4K |
| Q4 2023 | 8 | $1.2M |
| Q3 2023 | 9 | $1.2M |
| Q2 2023 | 8 | $1.5M |
| Q1 2023 | 8 | $1.5M |