INVESCO ACTIVELY MANAGED EXC TOTAL RETURN is a security (CUSIP 46090A804) tracked across SEC portfolio filings. 210 institutional managers reported $1.9B on Form 13F as of 2026-06-30.
Showing 15 of 210 managers by value.
| Manager | Location | Value | Shares |
|---|---|---|---|
| LPL Financial LLC | FORT MILL, SC | $226.0M | 4,825,157 |
| BANK OF AMERICA CORP /DE/ | CHARLOTTE, NC | $178.5M | 3,812,087 |
| ENVESTNET ASSET MANAGEMENT INC | Berwyn, PA | $173.0M | 3,690,727 |
| OSAIC HOLDINGS, INC. | PHOENIX, AZ | $124.6M | 2,662,221 |
| CWM, LLC | OMAHA, NE | $83.7M | 1,786,634 |
| MORGAN STANLEY | NEW YORK, NY | $75.9M | 1,620,740 |
| Private Advisor Group, LLC | MORRISTOWN, NJ | $66.6M | 1,420,756 |
| Bank of New York Mellon Corp | NEW YORK, NY | $62.3M | 1,331,112 |
| Brio Consultants, LLC | SAN FRANCISCO, CA | $56.0M | 1,193,943 |
| RTD Financial Advisors, Inc. | Philadelphia, PA | $40.6M | 866,849 |
| HOWARD FINANCIAL SERVICES, LTD. | DALLAS, TX | $37.5M | 799,598 |
| Dynamic Advisor Solutions LLC | PHOENIX, AZ | $32.8M | 700,663 |
| RAYMOND JAMES FINANCIAL INC | ST. PETERSBURG, FL | $31.8M | 679,154 |
| Commonwealth Financial Services, LLC | VIENNA, WV | $31.7M | 675,575 |
| Independent Advisor Alliance | CHARLOTTE, NC | $28.7M | 613,523 |