Invesco’s Forum Markets FRMM Stock Holding History

Invesco’s Portfolio FRMM Stock Details FRMM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$169K	Sell	31,069 -21,728	-41%	-$95K	﹤0.01%	3633
2026 Q1	$153K	Buy	52,797 +22,505	+74%	+$85.9K	﹤0.01%	3558
2025 Q4	$148K	Buy	+30,292	New	+$428K	﹤0.01%	3590

Other funds holding FRMM

SFO

Stokes Family Office New Orleans, Louisiana $858M AUM 26.13% 1-Year Est. Return

Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

SCM

Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco's FRMM Position: Q2 2026 in Review

Invesco reduced its Forum Markets (FRMM) stake by 41% in Q2 2026, selling an estimated $95K and leaving 31,069 shares worth $169K. The position accounts for ﹤0.01% of the portfolio, ranked #3633.

Invesco first reported a position in FRMM in Q4 2025 and has held it in 3 quarters since. 39 funds tracked by Wall St. Rank hold FRMM as of Q2 2026.

Invesco held 31,069 shares of Forum Markets worth $169K as of Q2 2026.
Invesco sold 21,728 Forum Markets shares in Q2 2026, an estimated $95K.
Forum Markets made up ﹤0.01% of Invesco's portfolio in Q2 2026, its #3633 holding.
Invesco first reported a position in Forum Markets in Q4 2025 and has held it in 3 quarters since.
39 funds tracked by Wall St. Rank held Forum Markets as of Q2 2026.

Based on Invesco's 13F filing for Q2 2026, filed 14 Aug 2026.