Who owns INVESCO ACTIVELY MANAGED EXC?
- Ticker: RSPA
- CUSIP Number: 46090a697
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Analyze quarterly positions in Invesco Actively Managed Exc with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Invesco Actively Managed Exc stock
Who bought or sold INVESCO ACTIVELY MANAGED EXC this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Invesco | 4.3M | $215M | -2% | Mar 2026 |
|
| LPL Financial | 989k | $50M | 54% | Mar 2026 |
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| CX Institutional | 930k | $47M | -4% | Mar 2026 |
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| Morgan Stanley | 406k | $29M | 100% | Mar 2026 |
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| Wells Fargo & Company | 315k | $16M | 933% | Mar 2026 |
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| Jones Financial Companies, L.L | 291k | $15M | 71% | Dec 2025 |
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| UBS Group | 253k | $13M | 52% | Mar 2026 |
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| Cetera Investment Advisers | 207k | $10M | 67% | Mar 2026 |
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| Retirement Financial Solutions | 187k | $9.3M | 2% | Mar 2026 |
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| Prevail Innovative Wealth Advisors | 168k | $8.4M | 166% | Mar 2026 |
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| Lane Brothers & Co | 130k | $6.5M | 10% | Mar 2026 |
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| Wealthcare Advisory Partners | 90k | $4.5M | 19% | Mar 2026 |
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| Flagship Harbor Advisors | 84k | $4.2M | 32% | Mar 2026 |
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| Royal Bank of Canada | 83k | $4.2M | 48% | Mar 2026 |
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| Matthew Goff Investment Advisor | 71k | $14M | 100% | Mar 2026 |
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| Mjp Associates | 70k | $3.5M | 20% | Mar 2026 |
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| Advisor OS | 70k | $3.5M | 20% | Mar 2026 |
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| SageGuard Financial Group | 70k | $3.5M | -4% | Mar 2026 |
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| Compass Financial Services | 68k | $3.4M | -4% | Mar 2026 |
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| Commonwealth Equity Services | 62k | $3.1M | 32% | Mar 2026 |
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| Prospera Financial Services | 56k | $2.8M | 174% | Mar 2026 |
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| Gateway Wealth Partners | 45k | $2.3M | 118% | Mar 2026 |
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| Private Advisor | 37k | $1.8M | 54% | Mar 2026 |
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| Perigon Wealth Management | 37k | $1.8M | 54% | Mar 2026 |
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| Janney Montgomery Scott | 35k | $1.7M | 40% | Mar 2026 |
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| Natixis Asset Management Advisors | 31k | $1.5M | 88% | Mar 2026 |
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| Bank of America Corporation | 29k | $1.5M | 100% | Mar 2026 |
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| Stifel Financial | 29k | $1.5M | 105% | Mar 2026 |
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| Great Valley Advisor Group | 22k | $1.1M | 304% | Mar 2026 |
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| Steward Partners Investment Advisory | 19k | $969k | 21% | Mar 2026 |
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| Armstrong Advisory Group | 19k | $962k | 100% | Mar 2026 |
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| Advisor Group Holdings | 19k | $965k | 206% | Dec 2025 |
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| O'rourke & Company | 19k | $950k | -1% | Dec 2025 |
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| Cambridge Investment Research Advisors | 16k | $815k | 64% | Mar 2026 |
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| First Manhattan | 16k | $797k | 100% | Mar 2026 |
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| Nations Financial Group | 15k | $742k | 38% | Mar 2026 |
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| Barnett & Company | 14k | $705k | 19% | Mar 2026 |
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| CIBC World Markets | 13k | $653k | 17% | Mar 2026 |
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| Joel Isaacson & Co | 13k | $643k | 32% | Mar 2026 |
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| Stratos Wealth Partners | 13k | $639k | 20% | Mar 2026 |
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| Hilton Capital Management | 11k | $575k | 100% | Dec 2025 |
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| Silverlake Wealth Management | 11k | $553k | 6% | Mar 2026 |
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| Fundamentun | 9.7k | $483k | -1% | Mar 2026 |
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| Peck Wealth Management | 9.3k | $464k | 100% | Mar 2026 |
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| Adalta Capital Management | 8.0k | $400k | 100% | Mar 2026 |
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| Northstar Advisory Group | 7.8k | $388k | 100% | Mar 2026 |
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| Nbc Securities | 7.0k | $348k | 63% | Mar 2026 |
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| Kestra Advisory Services | 6.6k | $329k | 100% | Mar 2026 |
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| Independent Financial Group | 6.4k | $321k | 9% | Mar 2026 |
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| Integrity Wealth Advisors | 6.1k | $307k | 27% | Mar 2026 |
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| Jane Street | 5.5k | $276k | -96% | Mar 2026 |
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| Kingsview Wealth Management | 5.5k | $276k | 100% | Mar 2026 |
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| Apollon Wealth Management | 5.0k | $251k | 100% | Mar 2026 |
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| HighTower Advisors | 4.5k | $223k | 5% | Mar 2026 |
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| Harbour Investments | 4.4k | $218k | 100% | Mar 2026 |
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| IFP Advisors | 4.2k | $212k | 100% | Mar 2026 |
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| Western Wealth Management | 3.9k | $194k | 100% | Mar 2026 |
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| Brown, Lisle/cummings | 3.3k | $166k | 82% | Mar 2026 |
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| Federation des caisses Desjardins du Quebec | 3.2k | $161k | -2% | Mar 2026 |
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| Private Trust Co Na | 1.2k | $63k | -12% | Mar 2026 |
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| Capital Advisors | 1.1k | $56k | 0% | Mar 2026 |
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| Atlantic Trust | 519.00 | $27k | 100% | Dec 2025 |
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| National Bank Of Canada /fi/ | 500.00 | $26k | 25% | Dec 2025 |
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| AE Wealth Management | 492.00 | $25k | 100% | Mar 2026 |
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| CoreCap Advisors | 366.00 | $18k | 2% | Mar 2026 |
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| Sunbelt Securities | 294.00 | $15k | 100% | Mar 2026 |
|
| CWM | 139.00 | $7.0k | 2% | Dec 2025 |
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Who sold out of Invesco Actively Managed Exc?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Old Mission Capital | Sep 2025 | 39k | $2.0M |
| Beacon Pointe Advisors | Sep 2025 | 21k | $1.1M |
| Stephens | Dec 2025 | 5.4k | $275k |
| Mariner Wealth Advisors | Dec 2025 | 5.1k | $258k |
| Intrua Financial | Dec 2025 | 4.1k | $210k |
| Optima Capital | Dec 2025 | 3.3k | $170k |
| Jpmorgan Chase & Co | Sep 2025 | 3.1k | $156k |
| Stenger Family Office | Dec 2025 | 2.3k | $445k |
| Sara-Bay Financial | Dec 2025 | 700.00 | $135k |
| Goss Wealth Management | Dec 2025 | 565.00 | $29k |