# INVESCO ACTIVELY MANAGED EXC TOTAL RETURN

INVESCO ACTIVELY MANAGED EXC TOTAL RETURN is a security (CUSIP 46090A804) tracked across SEC portfolio filings. 211 institutional managers reported $1.9B on Form 13F as of 2026-06-30.

## Summary

- Issuer: INVESCO ACTIVELY MANAGED EXC
- Class: TOTAL RETURN
- CUSIP: 46090A804
- 13F holders: 211
- 13F value: $1.9B
- 13F period: 2026-06-30
- N-PORT fund positions: 0

## Top institutional holders (Form 13F)

_Showing 15 of 211 managers by value._

| Manager | Location | Value | Shares |
| --- | --- | --- | --- |
| [LPL Financial LLC](https://search.stillhousedata.com/firm/6413) | 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](https://search.stillhousedata.com/firm/155216) | MORRISTOWN, NJ | $66.6M | 1,420,756 |
| Bank of New York Mellon Corp | NEW YORK, NY | $62.5M | 1,332,787 |
| [Brio Consultants, LLC](https://search.stillhousedata.com/firm/289889) | SAN FRANCISCO, CA | $56.0M | 1,193,943 |
| [RTD Financial Advisors, Inc.](https://search.stillhousedata.com/firm/110744) | Philadelphia, PA | $40.6M | 866,849 |
| [HOWARD FINANCIAL SERVICES, LTD.](https://search.stillhousedata.com/firm/107978) | 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](https://search.stillhousedata.com/firm/324930) | VIENNA, WV | $31.7M | 675,575 |
| Independent Advisor Alliance | CHARLOTTE, NC | $28.7M | 613,523 |

## More

- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/security/46090a804.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.