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 298,579 shares, which have been reported (via 13F filing form) to have a value of $27.6 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Koshinski Asset Management, Inc.
|
Jul 29, 2025 Q2 2025 |
29,684
shares
|
$2.74 Million
0.2% of portfolio
|
Q2 2025
Reduced 7.84%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
22,071
shares
|
$2.04 Million
0.0% of portfolio
|
Q2 2025
Reduced 16.25%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
19,655
shares
|
$1.82 Million
0.0% of portfolio
|
Q2 2025
Added 11.9%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
18,686
shares
|
$1.73 Million
0.01% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
18,543
shares
|
$1.71 Million
0.0% of portfolio
|
Q2 2025
Reduced 24.1%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
14,644
shares
|
$1.35 Million
0.0% of portfolio
|
Q2 2025
Added 2.68%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
12,833
shares
|
$1.19 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
|
$1.04 Million
0.0% of portfolio
|
Q3 2024
Reduced 9.87%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Aug 05, 2025 Q2 2025 |
11,213
shares
|
$1.04 Million
0.14% of portfolio
|
Q2 2025
Reduced 1.42%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
10,794
shares
|
$997,797
0.0% of portfolio
|
Q2 2025
Reduced 4.89%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 14, 2025 Q2 2025 |
9,269
shares
|
$856,826
0.02% of portfolio
|
Q2 2025
Reduced 13.87%
|
|
|
Montz Harcus Wealth Management LLC
|
Oct 20, 2025 Q3 2025 |
9,120
shares
|
$843,052
0.37% of portfolio
|
Q3 2025
Added 3.61%
|
|
|
Aa Financial Advisors, LLC
Columbus, OH |
Oct 14, 2025 Q3 2025 |
7,881
shares
|
$728,519
0.14% of portfolio
|
Q3 2025
Reduced 8.1%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
7,017
shares
|
$648,651
0.0% of portfolio
|
Q2 2025
Added 117.85%
|
|
|
Advisor Os, LLC
|
Aug 14, 2025 Q2 2025 |
6,005
shares
|
$555,102
0.06% of portfolio
|
Q2 2025
Added 162.23%
|
|
|
Glenmede Investment Management, LP
Philadelphia, PA |
Aug 14, 2025 Q2 2025 |
5,975
shares
|
$552,329
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
5,975
shares
|
$552,329
0.0% of portfolio
|
Q2 2020
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
5,884
shares
|
$543,916
0.0% of portfolio
|
Q2 2025
Added 0.96%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
5,832
shares
|
$539,110
0.0% of portfolio
|
Q2 2025
Added 15.21%
|
|
|
Brio Consultants, LLC
|
Aug 07, 2025 Q2 2025 |
5,354
shares
|
$494,923
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Aug 12, 2025 Q2 2025 |
5,027
shares
|
$464,695
0.02% of portfolio
|
Q2 2025
Reduced 1.16%
|
|
|
Merit Financial Group, LLC
|
Oct 20, 2025 Q3 2025 |
4,976
shares
|
$459,981
0.0% of portfolio
|
Q3 2025
Reduced 0.84%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
4,458
shares
|
$412,097
0.0% of portfolio
|
Q2 2025
Added 9.21%
|
|
|
Independent Wealth Network Inc.
|
Oct 15, 2025 Q3 2025 |
4,087
shares
|
$377,802
0.13% of portfolio
|
Q3 2025
Added 29.29%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
3,889
shares
|
$359,499
0.0% of portfolio
|
Q2 2025
Reduced 0.26%
|