Purchases and Sales Made in Q3 2025 in Invesco Actively (PSR)
This table provides information about the institutional ownership of Invesco Actively (PSR) during Q3 2025. The information is specifically focused on institutions that hold shares of INVESCO ACTIVELY.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
25.4K+ 129.41% |
$2.28M - $2.39M
|
45.1K
$4.13M
|
|
|
Nov 12, 2025
Q3 2025
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
25KNew |
$2.24M - $2.35M
|
25K
$2.29M
|
|
|
Nov 14, 2025
Q3 2025
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
20.4KNew |
$1.82M - $1.92M
|
20.4K
$1.86M
|
|
|
Nov 05, 2025
Q3 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
3.06KNew |
$274K - $288K
|
3.06K
$280K
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
2.4KNew |
$215K - $226K
|
2.4K
$219K
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.24KNew |
$201K - $211K
|
2.24K
$205K
|
|
|
Oct 14, 2025
Q3 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
2.24KNew |
$200K - $210K
|
2.24K
$205K
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.28K+ 6.89% |
$114K - $120K
|
19.8K
$1.81M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.01K+ 17.35% |
$90.7K - $95.3K
|
6.84K
$626K
|
|
|
Oct 15, 2025
Q3 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
926+ 29.29% |
$83K - $87.2K
|
4.09K
$374K
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
662+ 32.47% |
$59.3K - $62.3K
|
2.7K
$247K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
500+ 500.0% |
$44.8K - $47.1K
|
600
$54.9K
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
391+ 3.62% |
$35K - $36.8K
|
11.2K
$1.02M
|
|
|
Oct 20, 2025
Q3 2025
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
318+ 3.61% |
$28.5K - $29.9K
|
9.12K
$834K
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
204+ 6.72% |
$18.3K - $19.2K
|
3.24K
$296K
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
169+ 6.1% |
$15.1K - $15.9K
|
2.94K
$269K
|
|
|
Nov 10, 2025
Q3 2025
|
Brio Consultants, LLC
|
BUY
|
- |
148+ 2.76% |
$13.3K - $13.9K
|
5.5K
$503K
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
141+ 0.64% |
$12.6K - $13.3K
|
22.2K
$2.03M
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
112New |
$10K - $10.5K
|
112
$10.2K
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
99+ 2.22% |
$8.87K - $9.32K
|
4.56K
$417K
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
20+ 8.1% |
$1.79K - $1.88K
|
267
$24.4K
|
|
|
Nov 10, 2025
Q3 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
20+ 0.4% |
$1.79K - $1.88K
|
5.05K
$462K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
8+ 0.32% |
$717 - $753
|
2.48K
$227K
|
|
|
Nov 13, 2025
Q3 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
6New |
$538 - $565
|
6
$549
|
|
|
Nov 13, 2025
Q3 2025
|
Pacific Sun Financial Corp
|
BUY
|
- |
5+ 0.2% |
$448 - $471
|
2.5K
$228K
|
|
|
Oct 29, 2025
Q3 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
2+ 6.06% |
$179 - $188
|
35
$3.2K
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1+ 0.55% |
$89.6 - $94.1
|
183
$16.7K
|
|
|
Oct 30, 2025
Q3 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-3- 0.2% |
$269 - $282
|
1.48K
$136K
|
|
|
Nov 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-14- 15.56% |
$1.25K - $1.32K
|
76
$6.95K
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-42- 0.84% |
$3.76K - $3.95K
|
4.98K
$455K
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-72- 3.66% |
$6.45K - $6.78K
|
1.9K
$173K
|
|
|
Nov 07, 2025
Q3 2025
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-125- 29.76% |
$11.2K - $11.8K
|
295
$27K
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-152- 4.29% |
$13.6K - $14.3K
|
3.39K
$310K
|
|
|
Nov 14, 2025
Q3 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-213- 1.66% |
$19.1K - $20K
|
12.6K
$1.15M
|
|
|
Nov 12, 2025
Q3 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-428- 13.79% |
$38.4K - $40.3K
|
2.68K
$245K
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-477- 8.11% |
$42.7K - $44.9K
|
5.41K
$495K
|
|
|
Oct 14, 2025
Q3 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-695- 8.1% |
$62.3K - $65.4K
|
7.88K
$721K
|
|
|
Nov 06, 2025
Q3 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-695- 55.07% |
$62.3K - $65.4K
|
567
$51.9K
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-3.66K- 52.2% |
$328K - $345K
|
3.35K
$307K
|
|
|
Nov 14, 2025
Q3 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-6.55K- 70.7% |
$587K - $617K
|
2.72K
$249K
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-10.7K- 73.25% |
$961K - $1.01M
|
3.92K
$358K
|
|