Q4 2025 13F Holders as of 31 Dec 2025
-
Type / Class
-
Equity / TOTAL RETURN
-
Total 13F shares
-
4,501,029
-
Share change
-
-446,468
-
Total reported value
-
$213,461,863
-
Price per share
-
$47.42
-
Number of holders
-
36
-
Value change
-
-$21,180,576
-
Number of buys
-
23
-
Number of sells
-
12
Institutional Holders of INVESCO ACTIVELY MANAGED EXC - TOTAL RETURN (GTO) as of Q4 2025
As of 31 Dec 2025,
INVESCO ACTIVELY MANAGED EXC - TOTAL RETURN (GTO) was held by
36 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
4,501,029 shares.
The largest 10 holders included
HOWARD FINANCIAL SERVICES, LTD., Dynamic Advisor Solutions LLC, Brookstone Capital Management, KMG FIDUCIARY PARTNERS, LLC, Focus Financial Network, Inc., ACIMA PRIVATE WEALTH, LLC, KWB Wealth, BEACON FINANCIAL PLANNING, INC, Stewardship Advisors, LLC, and WEALTH ENHANCEMENT ADVISORY SERVICES, LLC.
This page lists
36
institutional shareholders reporting positions in this security
for the Q4 2025 filing period.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price
|
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.