CUSIP 46090A788
INVESCO ACTIVELY MANAGED EXC
15 institutions · $6.1M total · 390,994 shares · IVZ
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | Sunrise Financial Services, LLC | 193,638 | $3.1M | 49.52% | 2025-12-31 |
| 2 | NATIONAL BANK OF CANADA /FI/ | 77,164 | $1.2M | 19.73% | 2024-12-31 |
| 3 | 1858 WEALTH MANAGEMENT, LLC | 59,702 | $971.8K | 15.26% | 2025-06-30 |
| 4 | CITADEL ADVISORS LLC | 21,501 | $361.1K | 5.49% | 2025-09-30 |
| 5 | Cetera Investment Advisers | 23,811 | $295.5K | 6.08% | 2023-12-31 |
| 6 | J.P. Morgan Private Wealth Advisors LLC | 11,878 | $147.4K | 3.03% | 2023-12-31 |
| 7 | AE Wealth Management LLC | 908 | $14.0K | 0.23% | 2024-12-31 |
| 8 | Geneos Wealth Management Inc. | 825 | $13.3K | 0.21% | 2025-12-31 |
| 9 | AdvisorNet Financial, Inc | 674 | $9.6K | 0.17% | 2024-06-30 |
| 10 | Kestra Advisory Services, LLC | 279 | $4.5K | 0.07% | 2025-03-31 |
| 11 | UBS Group AG | 242 | $3.9K | 0.06% | 2025-12-31 |
| 12 | MORGAN STANLEY | 1 | $29 | 0.00% | 2025-12-31 |
| 13 | BENJAMIN F. EDWARDS & COMPANY, INC. | 366 | $5 | 0.09% | 2024-06-30 |
| 14 | CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | $0 | 0.00% | 2025-06-30 |
| 15 | Royal Bank of Canada | 5 | $0 | 0.00% | 2025-12-31 |