Vault-13

INVESCO ACTIVELY MANAGED EXC QBIG

INVESCO TOP QQQ · ETP · CUSIP 46090A671

5 institutional holders +2 vs Q1 2026
91,18791.2k shares reported held*
$18.7mreported value*
2 new 1 added 2 reduced 0 sold out net bought ≈ $942.4k (+24.2k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $204.54.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

0258Q4 24: 3Q1 25: 5Q2 25: 6Q3 25: 3Q4 25: 7Q1 26: 3Q2 26: 55Q4 24Q2 25Q4 25Q2 26
Numbers
QuarterHolders
Q4 20243
Q1 20255
Q2 20256
Q3 20253
Q4 20257
Q1 20263
Q2 20265

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
10010Q1 25: 3 bought or addedQ1 25: 1 cut or sold outQ1 25Q2 25: 4 bought or addedQ2 25: 0 cut or sold outQ2 25Q3 25: 2 bought or addedQ3 25: 3 cut or sold outQ3 25Q4 25: 5 bought or addedQ4 25: 1 cut or sold outQ4 25Q1 26: 1 bought or addedQ1 26: 6 cut or sold outQ1 26Q2 26: 3 bought or addedQ2 26: 2 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q1 202531
Q2 202540
Q3 202523
Q4 202551
Q1 202616
Q2 202632

Biggest buyers

SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co New +22,275+22.3k
SUSQUEHANNA INTERNATIONAL GROUP, LLP New +5,492+5.5k
Summit Financial, LLC Added +114+114

Biggest sellers

ATX Financial Planning, LLC Reduced -2,567-2.6k
Geneos Wealth Management Inc. Reduced -1,134-1.1k

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 ATX Financial Planning, LLC 0.99% of their portfolio AUSTIN, TX 38,51738.5k $1.5m $1.5m 0.99% Reduced -2.6k -2,567
2 SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co 8.83% of their portfolio CINCINNATI, OH 22,27522.3k $16.0m $16.0m 8.83% New
3 Geneos Wealth Management Inc. 0.01% of their portfolio ENGLEWOOD, CO 15,66015.7k $610.3k $610.3k 0.01% Reduced -1.1k -1,134
4 Summit Financial, LLC 0.00% of their portfolio PARSIPPANY, NJ 9,2439.2k $360.2k $360.2k 0.00% Added +114 +114
5 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 5,4925.5k $214.0k $214.0k 0.00% New