IROC — INVESCO ACTIVELY MANAGED EXC

Ownership history in ABLE Financial Group, LLC  ·  5 quarters on record

This page tracks every 13F SEC filing in which ABLE Financial Group, LLC reported a position in INVESCO ACTIVELY MANAGED EXC (IROC). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.5% (2025 Q4)
Avg. % of fund
0.29%
First filed
2024 Q4
Last filed
2025 Q4
Quarters held
5
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 49,003 +6,548 +15.4% 0.50% $2.5M $50.26
2025 Q3 ADDED 42,455 +26,130 +160.1% 0.47% $2.2M $49.59
2025 Q2 ADDED 16,325 +3,808 +30.4% 0.20% $820K $48.53
2025 Q1 ADDED 12,517 +5,810 +86.6% 0.18% $637K $48.60
2024 Q4 INITIATED 6,707 — — 0.10% $343K $48.26
% of Fund (quarterly)    IROC price (monthly, adj. close)

Other funds also holding IROC

As of 2025 Q4 — sorted by position size

Capital Analysts, LLC 3Y 7Y 0.04% Invesco Ltd. 3Y 7Y 0.01% CoreCap Advisors, LLC 3Y 0.01% U.S. Capital Wealth Advisors, LLC 3Y 0.01% World Investment Advisors 3Y 7Y 0.0% Sanctuary Advisors, LLC 0.0% Cetera Investment Advisers 3Y 7Y 0.0% OSAIC HOLDINGS, INC. 3Y 0.0% JANE STREET GROUP, LLC 3Y 7Y 0.0% LPL Financial LLC 3Y 7Y 0.0%
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