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 |
|---|---|---|---|---|---|---|---|
|
Oct 14, 2025
Q3 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
2.24KNew |
$200K - $210K
|
2.24K
$207K
|
|
|
Oct 15, 2025
Q3 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
926+ 29.29% |
$83K - $87.2K
|
4.09K
$378K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
500+ 500.0% |
$44.8K - $47.1K
|
600
$55.5K
|
|
|
Oct 20, 2025
Q3 2025
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
318+ 3.61% |
$28.5K - $29.9K
|
9.12K
$843K
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
20+ 8.1% |
$1.79K - $1.88K
|
267
$24.7K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
8+ 0.32% |
$717 - $753
|
2.48K
$229K
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-42- 0.84% |
$3.76K - $3.95K
|
4.98K
$460K
|
|
|
Oct 14, 2025
Q3 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-695- 8.1% |
$62.3K - $65.4K
|
7.88K
$729K
|