13FBOX
INVESCO DISCOVERY A · 13F Institutional Holdings
Options Calculator Rankings
I

INVESCO DISCOVERY A

OPOCX
Institutions
2
Combined AUM (Q2 2026)
$278,347
Combined Shares (Q2 2026)
2,027
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+1,765
2 · 1 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-0
0 · 0 Exit · ≈
⚖️ Net
+1,765
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$278,347
Institutions
2
New Buys
1
Adds
1
Reduces
0
Exits
0
Unchanged
0
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
CARRET ASSET MANAGEMENT, LLC
0.02%#1$206,3641,503$00+1,503New Buy
KELLEHER FINANCIAL ADVISORS
0.01%0.01%#2$71,983524$27,579262+262+100.00%Add

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow