# INVESCO ACTIVELY MANAGED EXC ULTRA SHRT DUR

INVESCO ACTIVELY MANAGED EXC ULTRA SHRT DUR is a security (CUSIP 46090A887) tracked across SEC portfolio filings. 322 institutional managers reported $2.5B on Form 13F as of 2026-06-30; 1 registered fund positions totaling $8K via N-PORT as of 2024-06-30.

## Summary

- Issuer: INVESCO ACTIVELY MANAGED EXC
- Class: ULTRA SHRT DUR
- CUSIP: 46090A887
- Asset category: EC
- 13F holders: 322
- 13F value: $2.5B
- 13F period: 2026-06-30
- N-PORT fund positions: 1
- N-PORT value: $8K
- N-PORT report: 2024-06-30

## Top institutional holders (Form 13F)

_Showing 15 of 322 managers by value._

| Manager | Location | Value | Shares |
| --- | --- | --- | --- |
| [LPL Financial LLC](https://search.stillhousedata.com/firm/6413) | FORT MILL, SC | $324.0M | 6,463,536 |
| MORGAN STANLEY | NEW YORK, NY | $275.2M | 5,490,523 |
| WELLS FARGO & COMPANY/MN | SAN FRANCISCO, CA | $207.0M | 4,129,415 |
| BANK OF AMERICA CORP /DE/ | CHARLOTTE, NC | $145.0M | 2,893,767 |
| Bramshill Investments, LLC | NAPLES, FL | $99.3M | 1,980,530 |
| UBS Group AG | Zurich, V8 | $91.5M | 1,824,646 |
| [AXXCESS WEALTH MANAGEMENT, LLC](https://search.stillhousedata.com/firm/164081) | CARLSBAD, CA | $74.1M | 1,478,317 |
| [Capital Asset Advisory Services LLC](https://search.stillhousedata.com/firm/110929) | HASLETT, MI | $73.6M | 1,468,130 |
| [Cetera Investment Advisers](https://search.stillhousedata.com/firm/105644) | SCHAUMBURG, IL | $69.1M | 1,377,756 |
| RAYMOND JAMES FINANCIAL INC | ST. PETERSBURG, FL | $62.1M | 1,238,290 |
| OSAIC HOLDINGS, INC. | PHOENIX, AZ | $58.7M | 1,170,470 |
| Gradient Investments LLC | ARDEN HILLS, MN | $51.9M | 1,034,198 |
| ENVESTNET ASSET MANAGEMENT INC | Berwyn, PA | $45.3M | 903,256 |
| Independent Advisor Alliance | CHARLOTTE, NC | $40.4M | 807,000 |
| [Gladstone Institutional Advisory LLC](https://search.stillhousedata.com/firm/250787) | Bedminster, NJ | $29.2M | 581,585 |

## Top fund holders (N-PORT)

| Fund | Registrant | Value | % of fund |
| --- | --- | --- | --- |
| [DriveWealth NYSE 100 Index ETF](https://search.stillhousedata.com/fund/S000079523) | DriveWealth ETF Trust | $8K | 99.18% |

## More

- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/security/46090A887.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.