Institutional Ownership Invesco Actively (PSR)
This table provides information about the institutional ownership of Invesco Actively (PSR). We have compiled data on the 61 institutions that hold shares in the stock, with a total of 306,302 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 |
|---|---|---|---|---|---|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
3,541
shares
|
$319,044
0.0% of portfolio
|
Q2 2025
Added 2.31%
|
|
|
Independent Wealth Network Inc.
|
Jul 16, 2025 Q2 2025 |
3,161
shares
|
$284,806
0.11% of portfolio
|
Q2 2025
Added 0.86%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
3,104
shares
|
$279,670
0.01% of portfolio
|
Q2 2025
Reduced 14.25%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
3,035
shares
|
$273,453
0.0% of portfolio
|
Q2 2025
Added 6.53%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
2,835
shares
|
$255,433
0.0% of portfolio
|
Q2 2025
Reduced 30.48%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
2,830
shares
|
$254,982
0.01% of portfolio
|
Q1 2025
Reduced 13.08%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
2,769
shares
|
$249,486
0.0% of portfolio
|
Q2 2025
Added 5.09%
|
|
|
Pacific Sun Financial Corp
|
Jul 30, 2025 Q2 2025 |
2,490
shares
|
$224,349
0.13% of portfolio
|
Q2 2025
Reduced 2.92%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
2,471
shares
|
$222,637
0.0% of portfolio
|
Q2 2025
Reduced 6.93%
|
|
|
Swisher Financial Concepts, Inc.
Westerville, OH |
Jul 16, 2025 Q2 2025 |
2,358
shares
|
$212,455
0.15% of portfolio
|
Q2 2025
Reduced 48.18%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
2,303
shares
|
$207,500
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
2,039
shares
|
$183,713
0.0% of portfolio
|
Q2 2025
Added 3036.92%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
1,968
shares
|
$177,316
0.0% of portfolio
|
Q2 2025
Reduced 77.98%
|
|
|
Cva Family Office, LLC
|
Jul 31, 2025 Q2 2025 |
1,484
shares
|
$133,708
0.02% of portfolio
|
Q2 2025
Added 0.47%
|
|
|
Central Trust CO
Jefferson City, MO |
Aug 07, 2025 Q2 2025 |
1,262
shares
|
$113,706
0.0% of portfolio
|
Q2 2025
Reduced 25.59%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
613
shares
|
$55,231
0.0% of portfolio
|
Q2 2024
Added 12.48%
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
512
shares
|
$46,131
0.16% of portfolio
|
Q2 2022
New holding
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Jul 15, 2025 Q2 2025 |
420
shares
|
$37,842
0.01% of portfolio
|
Q2 2025
Added 0.48%
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
281
shares
|
$25,318
0.02% of portfolio
|
Q4 2021
New holding
|
|
|
Cx Institutional
|
Jul 16, 2025 Q2 2025 |
247
shares
|
$22,254
0.0% of portfolio
|
Q2 2025
Added 3.35%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
246
shares
|
$22,164
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
182
shares
|
$16,398
0.0% of portfolio
|
Q2 2025
Reduced 4.21%
|
|
|
Independence Bank Of Kentucky
|
Jul 17, 2025 Q2 2025 |
100
shares
|
$9,010
0.0% of portfolio
|
Q3 2020
New holding
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
100
shares
|
$9,010
0.0% of portfolio
|
Q3 2023
Reduced 10.71%
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
90
shares
|
$8,108
0.0% of portfolio
|
Q2 2025
Added 1.12%
|