INVESCO ACTIVELY MANAGED EXC VAR RATE INVT

INVESCO ACTIVELY MANAGED EXC VAR RATE INVT is a security (CUSIP 46090A879) tracked across SEC portfolio filings. 176 institutional managers reported $815.7M on Form 13F as of 2026-06-30; 2 registered fund positions totaling $28.8M via N-PORT as of 2026-03-31.

Summary

Top institutional holders (Form 13F)

Showing 15 of 176 managers by value.

ManagerLocationValueShares
LPL Financial LLCFORT MILL, SC$129.3M5,164,951
ASSETMARK, INCCONCORD, CA$78.7M3,138,758
MORGAN STANLEYNEW YORK, NY$72.0M2,875,404
Bank of New York Mellon CorpNEW YORK, NY$44.7M1,781,249
OSAIC HOLDINGS, INC.PHOENIX, AZ$36.3M1,447,770
Schorn Wealth LLCENGLEWOOD, FL$25.1M1,001,872
Harfst & Associates, Inc.Sheridan, WY$22.6M902,765
RAYMOND JAMES FINANCIAL INCST. PETERSBURG, FL$21.0M838,914
STIFEL FINANCIAL CORPST. LOUIS, MO$20.3M811,540
ENVESTNET ASSET MANAGEMENT INCBerwyn, PA$17.0M677,390
Cherry Creek Investment Advisors, Inc.ENGLEWOOD, CO$15.8M628,797
Equitable Holdings, Inc.NEW YORK, NY$15.3M609,520
WELLS FARGO & COMPANY/MNSAN FRANCISCO, CA$14.1M564,242
Cetera Investment AdvisersSCHAUMBURG, IL$13.6M543,151
Wealthcare Advisory Partners LLCWEST CHESTER, PA$13.4M536,030

Top fund holders (N-PORT)

FundRegistrantValue% of fund
Invesco Active Allocation FundAIM Growth Series (Invesco Growth Series)$28.7M150.19%
DriveWealth NYSE 100 Index ETFDriveWealth ETF Trust$8K98.68%

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