Institutional Ownership Invesco Actively (PSR)
This table provides information about the institutional ownership of Invesco Actively (PSR). We have compiled data on the 60 institutions that hold shares in the stock, with a total of 305,754 shares, which have been reported (via 13F filing form) to have a value of $28 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
45,091
shares
|
$4.13 Million
0.01% of portfolio
|
Q3 2025
Added 129.41%
|
|
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
Nov 12, 2025 Q3 2025 |
24,980
shares
|
$2.29 Million
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
22,212
shares
|
$2.03 Million
0.0% of portfolio
|
Q3 2025
Added 0.64%
|
|
|
Virtu Financial LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
20,358
shares
|
$1.86 Million
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
19,820
shares
|
$1.81 Million
0.0% of portfolio
|
Q3 2025
Added 6.89%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
18,686
shares
|
$1.71 Million
0.01% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
12,620
shares
|
$1.15 Million
0.0% of portfolio
|
Q2 2025
Reduced 8.36%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
11,303
shares
|
$1.03 Million
0.0% of portfolio
|
Q3 2024
Reduced 9.87%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
11,185
shares
|
$1.02 Million
0.0% of portfolio
|
Q3 2025
Added 3.62%
|
|
|
Montz Harcus Wealth Management LLC
|
Oct 20, 2025 Q3 2025 |
9,120
shares
|
$834,480
0.37% of portfolio
|
Q3 2025
Added 3.61%
|
|
|
Aa Financial Advisors, LLC
Columbus, OH |
Oct 14, 2025 Q3 2025 |
7,881
shares
|
$721,111
0.14% of portfolio
|
Q3 2025
Reduced 8.1%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
6,844
shares
|
$626,226
0.0% of portfolio
|
Q3 2025
Added 17.35%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
5,975
shares
|
$546,712
0.0% of portfolio
|
Q2 2020
New holding
|
|
|
Glenmede Investment Management, LP
Philadelphia, PA |
Nov 13, 2025 Q3 2025 |
5,975
shares
|
$546,712
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Brio Consultants, LLC
|
Nov 10, 2025 Q3 2025 |
5,502
shares
|
$503,433
0.07% of portfolio
|
Q3 2025
Added 2.76%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
5,407
shares
|
$494,740
0.0% of portfolio
|
Q3 2025
Reduced 8.11%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 10, 2025 Q3 2025 |
5,047
shares
|
$461,800
0.01% of portfolio
|
Q3 2025
Added 0.4%
|
|
|
Merit Financial Group, LLC
|
Nov 07, 2025 Q3 2025 |
4,976
shares
|
$455,304
0.0% of portfolio
|
Q3 2025
Reduced 0.84%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
4,557
shares
|
$416,965
0.0% of portfolio
|
Q3 2025
Added 2.22%
|
|
|
Independent Wealth Network Inc.
|
Oct 15, 2025 Q3 2025 |
4,087
shares
|
$373,960
0.13% of portfolio
|
Q3 2025
Added 29.29%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
3,918
shares
|
$358,497
0.0% of portfolio
|
Q3 2025
Reduced 73.25%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
3,889
shares
|
$355,843
0.0% of portfolio
|
Q2 2025
Reduced 0.26%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
3,389
shares
|
$310,093
0.0% of portfolio
|
Q3 2025
Reduced 4.29%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
3,354
shares
|
$306,891
0.0% of portfolio
|
Q3 2025
Reduced 52.2%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
3,239
shares
|
$296,368
0.0% of portfolio
|
Q3 2025
Added 6.72%
|
|