Question 1

Does LPL Financial own IHYF stock?

Accepted Answer

Yes. As of its Q2 2026 13F, LPL Financial holds 143,927 shares of IHYF (Invesco Actively Managed Exc), worth $3.2M.

Question 2

How many shares of IHYF does LPL Financial own?

Accepted Answer

As of its Q2 2026 13F, LPL Financial holds 143,927 shares of IHYF (Invesco Actively Managed Exc).

Question 3

What is LPL Financial's IHYF position worth?

Accepted Answer

As of its Q2 2026 13F, LPL Financial's IHYF position is worth $3.2M.

Question 4

Is LPL Financial buying or selling IHYF?

Accepted Answer

In Q2 2026, LPL Financial increased its IHYF position by 1,809 shares (+1.3%).

Question 5

When did LPL Financial first buy IHYF?

Accepted Answer

LPL Financial first reported IHYF in its Q3 2022 13F and has listed it in 16 quarterly 13F filings.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	143,927	+1.3%	$3.2M	0.0%	$22.14	27
2026-Q1	Increased	142,118	+3.4%	$3.1M	0.0%	$22.14	27
2025-Q4	Increased	137,514	+23.8%	$3.1M	0.0%	$22.54	32
2025-Q3	Increased	111,069	+9.7%	$2.5M	0.0%	$22.29	29
2025-Q2	Increased	101,218	+11.3%	$2.3M	0.0%	$21.70	29
2025-Q1	Increased	90,920	+18.1%	$2M	0.0%	$21.09	30
2024-Q4	Decreased	76,974	-46.0%	$1.7M	0.0%	$20.83	0
2024-Q3	Increased	142,513	+27.5%	$3.2M	0.0%	$20.70	33

IHYFShowing 8 of 16 quarters

IHYF
Showing 8 of 16 quarters