ICLO — Invesco Actively Managed Exc Institutional Holders · Q3 2026
Who owns Invesco Actively Managed Exc (ICLO)? 6 institutions reported holding $10.80M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Green Ridge Wealth Planning LLC ($3.8M), Elm3 Financial Group, LLC ($3.2M), Cadent Capital Advisors, LLC ($3.0M).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Green Ridge Wealth Planning LLC | $3.8M | 146,554 | Added |
| 2 | Elm3 Financial Group, LLC | $3.2M | 125,405 | Trimmed |
| 3 | Cadent Capital Advisors, LLC | $3.0M | 119,162 | Added |
| 4 | AVAII WEALTH MANAGEMENT, LLC | $705,578 | 27,562 | Added |
| 5 | CoreCap Advisors, LLC | $87,723 | 3,428 | Added |
| 6 | Farther Finance Advisors, LLC | $77 | 3 | New |
Source: SEC Form 13F filings · as of 2026-09-30