IROC — INVESCO ACTIVELY MANAGED ETF

Ownership history in UBS Group AG  ·  2 quarters on record

This page tracks every 13F SEC filing in which UBS Group AG reported a position in INVESCO ACTIVELY MANAGED ETF (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.

Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 336 +128 +61.5% 0.00% $17K $49.59
2023 Q2 INITIATED 208 — — 0.00% $10K $44.69
% of Fund (quarterly)    IROC price (monthly, adj. close)

Other funds also holding IROC

As of 2025 Q4 — sorted by position size

ABLE Financial Group, LLC 0.5% 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%
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