INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - QBIG
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ATX Financial Planning, LLC | History | Added to | 41,084 | 1,399 | 1.06% | 1.04% | 1 | +6,158 | 17.63% | Q1 2026 | Apr 30, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 16,794 | 572 | 0.01% | 0.02% | 2 | -767 | -4.37% | Q1 2026 | May 04, 2026 |
| Summit Financial, LLC | History | Reduced | 9,129 | 311 | 0.0% | 0.01% | 3 | -410 | -4.3% | Q1 2026 | May 15, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 71 | 2 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Financial & Tax Architects, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -7,152 | -100.0% | Q1 2026 | Apr 23, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Closed out | 0 | 0 | — | 0.0% | — | -3,833 | -100.0% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Closed out | 0 | 0 | — | 0.0% | — | -1,736 | -100.0% | Q1 2026 | May 15, 2026 |