Filing Research | INVESCO ACTIVELY MANAGED EXC Institutional Holdings

Snapshot holdings

48 / 48 loaded

#		Instrument	quantity
1	RTD Financial Advisors, Inc.	Shares	866.8KSH	$40.6M
2	HOWARD FINANCIAL SERVICES, LTD.	Shares	799.6KSH	$37.5M
3	Dynamic Advisor Solutions LLC	Shares	700.7KSH	$32.8M
4	Commonwealth Financial Services, LLC	Shares	675.6KSH	$31.7M
5	Brookstone Capital Management	Shares	508.3KSH	$23.8M
6	KWB Wealth	Shares	352.2KSH	$16.5M
7	KMG FIDUCIARY PARTNERS, LLC	Shares	348.8KSH	$16.3M
8	Stewardship Advisors, LLC	Shares	304.7KSH	$14.3M
9	Focus Financial Network, Inc.	Shares	294.3KSH	$13.8M
10	ACIMA PRIVATE WEALTH, LLC	Shares	290.9KSH	$13.6M
11	Envestnet Portfolio Solutions, Inc.	Shares	252.3KSH	$11.8M
12	Cooper Financial Group	Shares	199.9KSH	$9.4M
13	BOS Asset Management, LLC	Shares	162.9KSH	$7.6M
14	Total Clarity Wealth Management, Inc.	Shares	141.3KSH	$6.6M
15	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	116.6KSH	$5.4M
16	IFP Advisors, Inc	Shares	101.7KSH	$4.8M
17	Fjell Capital, LLC	Shares	99.7KSH	$4.7M
18	Mechanics Bank Trust Department	Shares	78.6KSH	$3.7M
19	J.W. COLE ADVISORS, INC.	Shares	56.2KSH	$2.6M
20	PFG Advisors	Shares	50.0KSH	$2.3M
21	FLAGSHIP HARBOR ADVISORS, LLC	Shares	41.7KSH	$2.0M
22	Farther Finance Advisors, LLC	Shares	19.3KSH	$905.3K
23	Barnes Wealth Management Group, Inc	Shares	14.8KSH	$691.6K
24	Pathway Financial Advisors LLC	Shares	13.2KSH	$618.4K
25	Sowell Financial Services LLC	Shares	12.4KSH	$581.9K
26	RFG Advisory, LLC	Shares	12.2KSH	$570.2K
27	DRIVE WEALTH MANAGEMENT, LLC	Shares	10.3KSH	$482.8K
28	Tailwinds Wealth, LLC	Shares	10.2KSH	$477.9K
29	Bogart Wealth, LLC	Shares	9.1KSH	$428.2K
30	First Heartland Consultants, Inc.	Shares	8.9KSH	$416.1K
31	Spire Wealth Management	Shares	8.8KSH	$411.0K
32	Meridian Financial Advisors, LLC	Shares	8.6KSH	$402.2K
33	Appalachian Capital Management Ltd	Shares	8.1KSH	$377.9K
34	FIRETHORN WEALTH PARTNERS, LLC	Shares	7.3KSH	$343.6K
35	Merit Financial Group, LLC	Shares	6.7KSH	$314.9K
36	NATIONS FINANCIAL GROUP INC, /IA/ /ADV	Shares	6.1KSH	$287.5K
37	NorthLanding Financial Partners, LLC	Shares	5.2KSH	$244.0K
38	BUFFALO BUSINESS & ESTATE SERVICES LTD	Principal	4.3KPRN	$202.4K
39	CoreCap Advisors, LLC	Shares	3.8KSH	$179.7K
40	KERR FINANCIAL PLANNING Corp	Shares	2.4KSH	$111.0K
41	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	1.5KSH	$70.1K
42	LGT Financial Advisors LLC	Shares	823SH	$38.6K
43	Key FInancial Inc	Shares	468SH	$21.9K
44	Walsh & Associates, LLC	Shares	131SH	$6.1K
45	Holos Integrated Wealth LLC	Shares	62SH	$2.9K
46	PARK AVENUE SECURITIES LLC	Shares	38.3KSH	$1.8K
47	Wagner Wealth Management, LLC	Shares	30SH	$1.4K
48	High Note Wealth, LLC	Shares	0SH	$15

Manager changes2026-06-30 vs 2026-03-31

50 / 51 loaded

#		Instrument
1	Commonwealth Financial Services, LLC new	Shares	+675.6K	+$31.7M	$31.7M
2	Stewardship Advisors, LLC added	Shares	+128.7K	+$6.0M	$14.3M
3	KWB Wealth added	Shares	+102.1K	+$4.6M	$16.5M
4	Dynamic Advisor Solutions LLC added	Shares	+84.1K	+$4.0M	$32.8M
5	J.W. COLE ADVISORS, INC. new	Shares	+56.2K	+$2.6M	$2.6M
6	Total Clarity Wealth Management, Inc. added	Shares	+51.5K	+$2.4M	$6.6M
7	HOWARD FINANCIAL SERVICES, LTD. added	Shares	+31.1K	+$1.5M	$37.5M
8	RTD Financial Advisors, Inc. added	Shares	+27.8K	+$1.3M	$40.6M
9	Focus Financial Network, Inc. added	Shares	+21.6K	+$1.0M	$13.8M
10	IFP Advisors, Inc added	Shares	+17.1K	+$804.9K	$4.8M
11	Envestnet Portfolio Solutions, Inc. added	Shares	+14.9K	+$707.2K	$11.8M
12	ACIMA PRIVATE WEALTH, LLC added	Shares	+12.1K	+$577.9K	$13.6M
13	Tailwinds Wealth, LLC new	Shares	+10.2K	+$477.9K	$477.9K
14	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+10.4K	+$441.4K	$5.4M
15	BOS Asset Management, LLC added	Shares	+8.2K	+$391.3K	$7.6M
16	FIRETHORN WEALTH PARTNERS, LLC new	Shares	+7.3K	+$343.6K	$343.6K
17	BUFFALO BUSINESS & ESTATE SERVICES LTD new	Principal	+4.3K	+$202.4K	$202.4K
18	Cooper Financial Group added	Shares	+3.8K	+$183.9K	$9.4M
19	FLAGSHIP HARBOR ADVISORS, LLC added	Shares	+2.1K	+$101.2K	$2.0M
20	Meridian Financial Advisors, LLC added	Shares	+2.0K	+$96.0K	$402.2K
21	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC new	Shares	+1.5K	+$70.1K	$70.1K
22	Barnes Wealth Management Group, Inc added	Shares	+1.5K	+$69.7K	$691.6K
23	CoreCap Advisors, LLC added	Shares	+1.1K	+$52.2K	$179.7K
24	Spire Wealth Management added	Shares	+455	+$21.7K	$411.0K
25	Fjell Capital, LLC added	Shares	+185	+$12.6K	$4.7M
26	Brookstone Capital Management trimmed	Shares	-256	+$8.3K	$23.8M
27	Appalachian Capital Management Ltd added	Shares	+77	+$3.9K	$377.9K
28	First Heartland Consultants, Inc. added	Shares	+64	+$3.4K	$416.1K
29	NorthLanding Financial Partners, LLC added	Shares	+55	+$2.8K	$244.0K
30	DRIVE WEALTH MANAGEMENT, LLC unchanged	Shares	0	+$412	$482.8K
31	PARK AVENUE SECURITIES LLC added	Shares	+2.4K	+$115	$1.8K
32	LGT Financial Advisors LLC unchanged	Shares	0	+$33	$38.6K
33	Wagner Wealth Management, LLC unchanged	Shares	0	+$17	$1.4K
34	Walsh & Associates, LLC unchanged	Shares	0	+$6	$6.1K
35	High Note Wealth, LLC unchanged	Shares	0	$0	$15
36	Holos Integrated Wealth LLC unchanged	Shares	0	-$21	$2.9K
37	KERR FINANCIAL PLANNING Corp unchanged	Shares	0	-$247	$111.0K
38	Key FInancial Inc trimmed	Shares	-23	-$1.1K	$21.9K
39	Pathway Financial Advisors LLC unchanged	Shares	0	-$2.2K	$618.4K
40	Sowell Financial Services LLC trimmed	Shares	-69	-$2.7K	$581.9K
41	Merit Financial Group, LLC trimmed	Shares	-159	-$7.2K	$314.9K
42	Bogart Wealth, LLC trimmed	Shares	-576	-$26.6K	$428.2K
43	Longview Financial Advisors, Inc. exited	Shares	-1.0K	-$48.1K	$0
44	RFG Advisory, LLC trimmed	Shares	-1.4K	-$64.0K	$570.2K
45	Mechanics Bank Trust Department trimmed	Shares	-2.2K	-$101.5K	$3.7M
46	NATIONS FINANCIAL GROUP INC, /IA/ /ADV trimmed	Shares	-2.4K	-$109.9K	$287.5K
47	Farther Finance Advisors, LLC trimmed	Shares	-2.4K	-$112.1K	$905.3K
48	Fortis Group Advisors, LLC exited	Shares	-5.9K	-$278.6K	$0
49	PFG Advisors trimmed	Shares	-11.0K	-$511.9K	$2.3M
50	KMG FIDUCIARY PARTNERS, LLC trimmed	Shares	-30.1K	-$1.4M	$16.3M

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