Institutional Ownership Invesco Actively (PSR)
This table provides information about the institutional ownership of Invesco Actively (PSR). We have compiled data on the 63 institutions that hold shares in the stock, with a total of 307,509 shares, which have been reported (via 13F filing form) to have a value of $27.7 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
|
$2.67 Million
0.2% of portfolio
|
Q2 2025
Reduced 7.84%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
26,353
shares
|
$2.37 Million
0.0% of portfolio
|
Q1 2025
Added 0.84%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
19,655
shares
|
$1.77 Million
0.0% of portfolio
|
Q2 2025
Added 11.9%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
18,686
shares
|
$1.68 Million
0.01% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
18,543
shares
|
$1.67 Million
0.0% of portfolio
|
Q2 2025
Reduced 24.1%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
14,262
shares
|
$1.29 Million
0.0% of portfolio
|
Q1 2025
Added 11.42%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
14,004
shares
|
$1.26 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.32%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
11,349
shares
|
$1.02 Million
0.0% of portfolio
|
Q2 2025
Reduced 0.28%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
11,303
shares
|
$1.02 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
|
$1.01 Million
0.14% of portfolio
|
Q2 2025
Reduced 1.42%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2025 Q1 2025 |
10,762
shares
|
$969,656
0.03% of portfolio
|
Q1 2025
Added 14.56%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
8,938
shares
|
$805,313
0.0% of portfolio
|
Q1 2025
Added 347.57%
|
|
|
Montz Harcus Wealth Management LLC
|
Jul 21, 2025 Q2 2025 |
8,802
shares
|
$793,060
0.39% of portfolio
|
Q2 2025
Added 6.29%
|
|
|
Hbw Advisory Services LLC
|
Jul 02, 2025 Q2 2025 |
8,577
shares
|
$772,787
0.11% of portfolio
|
Q2 2025
Reduced 19.54%
|
|
|
Aa Financial Advisors, LLC
Columbus, OH |
Jul 11, 2025 Q2 2025 |
8,576
shares
|
$772,697
0.17% of portfolio
|
Q2 2025
Reduced 40.18%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
5,975
shares
|
$538,347
0.0% of portfolio
|
Q2 2020
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
5,884
shares
|
$530,148
0.0% of portfolio
|
Q2 2025
Added 0.96%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
5,832
shares
|
$525,463
0.0% of portfolio
|
Q2 2025
Added 15.21%
|
|
|
Brio Consultants, LLC
|
Aug 07, 2025 Q2 2025 |
5,354
shares
|
$482,395
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Aug 12, 2025 Q2 2025 |
5,027
shares
|
$452,932
0.02% of portfolio
|
Q2 2025
Reduced 1.16%
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
5,018
shares
|
$452,121
0.01% of portfolio
|
Q2 2025
Added 0.42%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
4,458
shares
|
$401,665
0.0% of portfolio
|
Q2 2025
Added 9.21%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
4,078
shares
|
$367,427
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Goldman Sachs Group Inc
New York, NY |
Jun 26, 2025 Q1 2025 |
3,899
shares
|
$351,299
0.0% of portfolio
|
Q1 2025
Added 0.26%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
3,541
shares
|
$319,044
0.0% of portfolio
|
Q2 2025
Added 2.31%
|