INVESCO ACTIVELY MANAGED EXC (QBIG)
Institutional ownership reported to the SEC as of Q2 2026, across 7 quarters.
4
Reporting holders
$2.7M
Reported value
0.0%
Held as options
+1
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| ATX Financial Planning, LLC | $1.5M | 38,517 | 0.99% | 3q | -6.2%-$100.0K |
| Geneos Wealth Management Inc. | $610.3K | 15,660 | 0.01% | 4q | -6.8%-$44.2K |
| Summit Financial, LLC | $360.2K | 9,243 | 0.00% | 4q | +1.2%+$4.4K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $214.0K | 5,492 | 0.00% | new | NEW |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 4 | $2.7M | 68,912 | 1 | 1 | 2 | 0.0% |
| Q1 2026 | 3 | $2.3M | 67,007 | 0 | 1 | 2 | 0.0% |
| Q4 2025 | 7 | $2.9M | 74,818 | 3 | 2 | 1 | 0.0% |
| Q3 2025 | 3 | $1.2M | 30,534 | 2 | 0 | 0 | 0.0% |
| Q2 2025 | 4 | $1.6M | 48,033 | 1 | 3 | 0 | 0.0% |
| Q1 2025 | 3 | $863.8K | 32,731 | 1 | 1 | 1 | 0.0% |
| Q4 2024 | 3 | $29.1M | 32,236 | 3 | 0 | 0 | 96.5% |