INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - IROC
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Invesco Ltd. | History | No change | 1,830,745 | 92,218 | 0.01% | 0.01% | 1 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| ABLE Financial Group, LLC | History | Added to | 53,633 | 2,701 | 0.53% | 0.5% | 2 | +4,630 | 9.45% | Q1 2026 | Apr 20, 2026 |
| Arax Advisory Partners | History | New | 43,968 | 2,214 | 0.06% | — | 3 | +43,968 | New | Q1 2026 | May 13, 2026 |
| Gladstone Institutional Advisory LLC | History | New | 38,585 | 1,943 | 0.07% | — | 4 | +38,585 | New | Q1 2026 | May 14, 2026 |
| Capital Analysts, LLC | History | Added to | 30,065 | 1,514 | 0.04% | 0.04% | 5 | +3,289 | 12.28% | Q1 2026 | May 14, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 26,076 | 1,313 | 0.0% | 0.0% | 6 | -20,031 | -43.44% | Q1 2026 | May 12, 2026 |
| Cetera Investment Advisers | History | Added to | 18,778 | 945 | 0.0% | 0.0% | 7 | +3,170 | 20.31% | Q1 2026 | May 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 14,932 | 752 | 0.0% | 0.0% | 8 | +6,729 | 82.03% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Added to | 14,765 | 743 | 0.0% | 0.0% | 9 | +7,315 | 98.19% | Q1 2026 | May 06, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 10,148 | 511 | 0.0% | 0.0% | 10 | +4,248 | 72.0% | Q1 2026 | May 05, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | New | 6,169 | 310 | 0.02% | — | 11 | +6,169 | New | Q1 2026 | Apr 20, 2026 |
| CoreCap Advisors, LLC | History | No change | 5,349 | 269 | 0.01% | 0.01% | 12 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Private Advisor Group, LLC | History | New | 5,160 | 259 | 0.0% | — | 13 | +5,160 | New | Q1 2026 | Apr 24, 2026 |
| World Investment Advisors | History | No change | 4,743 | 238 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| FIFTH THIRD BANCORP | History | New | 160 | 8 | 0.0% | — | 15 | +160 | New | Q1 2026 | May 01, 2026 |
| COMERICA BANK | History | No change | 140 | 7 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Sunrise Financial Services, LLC | History | New | 100 | 5 | 0.0% | — | 17 | +100 | New | Q1 2026 | Apr 29, 2026 |
| AE Wealth Management LLC | History | New | 30 | 1 | 0.0% | — | 18 | +30 | New | Q1 2026 | May 13, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -6,400 | -100.0% | Q1 2026 | Apr 07, 2026 |