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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co | History | No change | 22,275 | 15,965 | 8.83% | 8.83% | 1 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Polaris Financial Partners | History | New | 9,669 | 7,196 | 3.22% | — | 2 | +9,669 | New | Q3 2026 | Oct 02, 2026 |
| ATX Financial Planning, LLC | History | No change | 38,517 | 1,501 | 0.99% | 0.99% | 3 | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| Geneos Wealth Management Inc. | History | No change | 15,660 | 610 | 0.01% | 0.01% | 4 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Summit Financial, LLC | History | No change | 9,243 | 360 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 5,492 | 214 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |