5 institutions reported holding $18.7M of INVESCO ACTIVELY MANAGED EXC (QBIG) in SEC 13F filings for 2026-06-30. Largest institutional holders: SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co ($16.0M), ATX Financial Planning, LLC ($1.5M), Geneos Wealth Management Inc. ($610,251), Summit Financial, LLC ($360,235), SUSQUEHANNA INTERNATIONAL GROUP, LLP ($214,044). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co | $16.0M | 22,275 | New |
| 2 | ATX Financial Planning, LLC | $1.5M | 38,517 | Trimmed |
| 3 | Geneos Wealth Management Inc. | $610,251 | 15,660 | Trimmed |
| 4 | Summit Financial, LLC | $360,235 | 9,243 | Added |
| 5 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $214,044 | 5,492 | New |
Source: SEC Form 13F filings · as of 2026-06-30