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Invesco Actively Managed Exc shares owned by Financial & Tax Architects

Quarter-by-quarter ownership of Invesco Actively Managed Exc (QBIG) shares owned by Financial & Tax Architects from 13F filings

Historical chart of Financial & Tax Architects investment in Invesco Actively Managed Exc

Tip: Access up to 7 years of quarterly data

All positions including Invesco Actively Managed Exc held by Financial & Tax Architects consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Invesco Actively Managed Exc by Financial & Tax Architects

Quarter filed Position value Share count Share price at filing
2025-12-31 $275k 7.2k 38.47

More positions owned by Financial & Tax Architects

Vanguard Total Stock Market Etf (VTI)
Ishares Msci Eafe Etf (EFA)
Spdr S&p 500 Etf (SPY)
Ishares 7-10 Year Treasury Bond Etf (IEF)
Ishares Core U.s. Reit Etf (USRT)
Abrdn Bloomberg All Commodity Strategy K-1 Free Etf (BCI)
Invesco Emerging Markets Sovereign Debt Etf (PCY)
Ishares Core U.s. Aggregate Bond Etf (AGG)
Proshares S&p 500 Dividend Aristocrats Etf (NOBL)
Vanguard Short-term Inflation-protected Securities Etf (VTIP)
Wal-Mart Stores (WMT)
International Business Machines (IBM)
Johnson & Johnson (JNJ)
Abbvie (ABBV)
Caterpillar (CAT)

View all positions for Financial & Tax Architects

Top funds holding Invesco Actively Managed Exc

ATX Financial Planning
Geneos Wealth Management
Summit Financial
Financial & Tax Architects
Tucker Asset Management

View all funds holding Invesco Actively Managed Exc