GTO — Invesco Actively Managed Exc Institutional Holders · Q3 2026
Who owns Invesco Actively Managed Exc (GTO)? 8 institutions reported holding $70.43M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: RTD Financial Advisors, Inc. ($40.5M), Acima Private Wealth, LLC ($13.3M), BOS Asset Management, LLC ($7.8M).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | RTD Financial Advisors, Inc. | $40.5M | 909,335 | Added |
| 2 | ACIMA PRIVATE WEALTH, LLC | $13.3M | 297,666 | Added |
| 3 | BOS Asset Management, LLC | $7.8M | 174,347 | Added |
| 4 | Cooper Financial Group | $6.8M | 152,767 | Trimmed |
| 5 | Farther Finance Advisors, LLC | $820,273 | 18,396 | Trimmed |
| 6 | Pathway Financial Advisors LLC | $588,989 | 13,209 | Hold |
| 7 | First Heartland Consultants, Inc. | $385,873 | 8,654 | Trimmed |
| 8 | CoreCap Advisors, LLC | $226,874 | 5,088 | Added |
Source: SEC Form 13F filings · as of 2026-09-30