# INVESCO ACTIVELY MANAGED EXC (QQA)

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

- Reporting holders: 73
- Reported value: $453.8M
- 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 |
|---|---|---|---|---|
| [Invesco Ltd.](https://holderbook.com/funds/914208-invesco-ltd/) | $117.9M | 2,045,422 | 0.0% | 8 |
| [LPL Financial LLC](https://holderbook.com/funds/1403438-lpl-financial-llc/) | $79.2M | 1,374,254 | 0.0% | 6 |
| [JONES FINANCIAL COMPANIES LLLP](https://holderbook.com/funds/815917-jones-financial-companies-lllp/) | $55.2M | 988,967 | 0.0% | 6 |
| [MORGAN STANLEY](https://holderbook.com/funds/895421-morgan-stanley/) | $31.4M | 545,211 | 0.0% | 2 |
| [Cetera Investment Advisers](https://holderbook.com/funds/1666741-cetera-investment-advisers/) | $22.7M | 394,624 | 0.0% | 7 |
| [Perigon Wealth Management, LLC](https://holderbook.com/funds/1575239-perigon-wealth-management-llc/) | $17.0M | 294,680 | 0.3% | 4 |
| [COMMONWEALTH EQUITY SERVICES, LLC](https://holderbook.com/funds/312272-commonwealth-equity-services-llc/) | $15.0M | 260,693 | 0.0% | 6 |
| [UBS Group AG](https://holderbook.com/funds/1610520-ubs-group-ag/) | $13.6M | 236,128 | 0.0% | 4 |
| [WELLS FARGO & COMPANY/MN](https://holderbook.com/funds/72971-wells-fargo-company-mn/) | $12.1M | 210,087 | 0.0% | 7 |
| [SageGuard Financial Group, LLC](https://holderbook.com/funds/1861378-sageguard-financial-group-llc/) | $7.4M | 128,930 | 1.0% | 3 |
| [NATIXIS ADVISORS, LLC](https://holderbook.com/funds/1018331-natixis-advisors-llc/) | $6.2M | 108,458 | 0.0% | 3 |
| [RAYMOND JAMES FINANCIAL INC](https://holderbook.com/funds/720005-raymond-james-financial-inc/) | $6.1M | 105,257 | 0.0% | 3 |
| [Brookstone Capital Management](https://holderbook.com/funds/1599584-brookstone-capital-management/) | $4.7M | 82,212 | 0.0% | 5 |
| [Cambridge Investment Research Advisors, Inc.](https://holderbook.com/funds/1419186-cambridge-investment-research-advisors-inc/) | $4.7M | 82,030 | 0.0% | 6 |
| [ENVESTNET ASSET MANAGEMENT INC](https://holderbook.com/funds/1407543-envestnet-asset-management-inc/) | $4.4M | 76,680 | 0.0% | 4 |
| [Talon Private Wealth, LLC](https://holderbook.com/funds/1990467-talon-private-wealth-llc/) | $4.3M | 73,982 | 0.5% | 2 |
| [OSAIC HOLDINGS, INC.](https://holderbook.com/funds/1677044-osaic-holdings-inc/) | $4.1M | 71,123 | 0.0% | 6 |
| [Prospera Financial Services Inc](https://holderbook.com/funds/1541625-prospera-financial-services-inc/) | $3.8M | 66,090 | 0.1% | 4 |
| [Private Advisor Group, LLC](https://holderbook.com/funds/1567755-private-advisor-group-llc/) | $3.8M | 65,304 | 0.0% | 5 |
| [PREVAIL INNOVATIVE WEALTH ADVISORS, LLC](https://holderbook.com/funds/1989941-prevail-innovative-wealth-advisors-llc/) | $3.7M | 64,445 | 0.6% | 3 |
| [Triad Wealth Partners, LLC](https://holderbook.com/funds/2012717-triad-wealth-partners-llc/) | $3.5M | 62,790 | 0.2% | 4 |
| [Apollon Wealth Management, LLC](https://holderbook.com/funds/1764387-apollon-wealth-management-llc/) | $3.1M | 53,282 | 0.0% | 4 |
| [IFP Advisors, Inc](https://holderbook.com/funds/1641866-ifp-advisors-inc/) | $3.0M | 51,634 | 0.1% | 2 |
| [OLD MISSION CAPITAL LLC](https://holderbook.com/funds/1455915-old-mission-capital-llc/) | $2.4M | 40,903 | 0.0% | 1 |
| [Western Wealth Management, LLC](https://holderbook.com/funds/1767902-western-wealth-management-llc/) | $2.3M | 40,138 | 0.1% | 4 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q2 2026 | 73 | $453.8M |
| Q1 2026 | 62 | $337.5M |
| Q4 2025 | 54 | $279.0M |
| Q3 2025 | 44 | $232.9M |
| Q2 2025 | 26 | $191.2M |
| Q1 2025 | 20 | $130.1M |
| Q4 2024 | 7 | $123.6M |
| Q3 2024 | 4 | $130.5M |