# INVESCO ACTIVELY MANAGED EXC S&P 500 EQUAL WE

INVESCO ACTIVELY MANAGED EXC S&P 500 EQUAL WE is a security (CUSIP 46090A697) tracked across SEC portfolio filings. 85 institutional managers reported $237.7M on Form 13F as of 2026-06-30.

## Summary

- Issuer: INVESCO ACTIVELY MANAGED EXC
- Class: S&P 500 EQUAL WE
- CUSIP: 46090A697
- 13F holders: 85
- 13F value: $237.7M
- 13F period: 2026-06-30
- N-PORT fund positions: 0

## Top institutional holders (Form 13F)

_Showing 15 of 85 managers by value._

| Manager | Location | Value | Shares |
| --- | --- | --- | --- |
| [LPL Financial LLC](https://search.stillhousedata.com/firm/6413) | FORT MILL, SC | $49.5M | 989,261 |
| JONES FINANCIAL COMPANIES LLLP | DES PERES, MO | $20.6M | 418,180 |
| MORGAN STANLEY | NEW YORK, NY | $20.3M | 406,026 |
| WELLS FARGO & COMPANY/MN | SAN FRANCISCO, CA | $15.7M | 314,637 |
| UBS Group AG | Zurich, V8 | $12.6M | 252,807 |
| [RETIREMENT FINANCIAL SOLUTIONS, LLC](https://search.stillhousedata.com/firm/285347) | KNOXVILLE, TN | $10.4M | 195,187 |
| [Cetera Investment Advisers](https://search.stillhousedata.com/firm/105644) | SCHAUMBURG, IL | $10.3M | 206,517 |
| [PREVAIL INNOVATIVE WEALTH ADVISORS, LLC](https://search.stillhousedata.com/firm/288641) | LEAWOOD, KS | $9.0M | 169,378 |
| [Brookstone Capital Management](https://search.stillhousedata.com/firm/141413) | WHEATON, IL | $8.9M | 166,836 |
| [LANE BROTHERS & CO INC](https://search.stillhousedata.com/firm/105968) | PRESCOTT, AZ | $8.0M | 149,447 |
| [FLAGSHIP HARBOR ADVISORS, LLC](https://search.stillhousedata.com/firm/155733) | BOSTON, MA | $4.8M | 89,116 |
| SageGuard Financial Group, LLC | GOODLETTSVILLE, TN | $4.7M | 89,000 |
| [COMMONWEALTH EQUITY SERVICES, LLC](https://search.stillhousedata.com/firm/8032) | WALTHAM, MA | $4.6M | 87,030 |
| [Advisor OS, LLC](https://search.stillhousedata.com/firm/287792) | CHICAGO, IL | $4.2M | 78,670 |
| Royal Bank of Canada | TORONTO, A6 | $4.2M | 83,409 |

## More

- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/security/46090A697.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.