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 305,754 shares, which have been reported (via 13F filing form) to have a value of $28 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
3,230
shares
|
$295,545
0.01% of portfolio
|
Q2 2025
Added 14.13%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Nov 05, 2025 Q3 2025 |
3,060
shares
|
$279,990
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
2,938
shares
|
$268,827
0.0% of portfolio
|
Q3 2025
Added 6.1%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2025 Q3 2025 |
2,716
shares
|
$248,514
0.01% of portfolio
|
Q3 2025
Reduced 70.7%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
2,701
shares
|
$247,141
0.0% of portfolio
|
Q3 2025
Added 32.47%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 12, 2025 Q3 2025 |
2,676
shares
|
$244,854
0.01% of portfolio
|
Q3 2025
Reduced 13.79%
|
|
|
Pacific Sun Financial Corp
|
Nov 13, 2025 Q3 2025 |
2,495
shares
|
$228,292
0.12% of portfolio
|
Q3 2025
Added 0.2%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
2,479
shares
|
$226,828
0.0% of portfolio
|
Q3 2025
Added 0.32%
|
|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
2,397
shares
|
$219,325
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
2,239
shares
|
$204,868
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Long View Wealth Management
Atlanta, GA |
Oct 14, 2025 Q3 2025 |
2,236
shares
|
$204,594
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
1,896
shares
|
$173,484
0.0% of portfolio
|
Q3 2025
Reduced 3.66%
|
|
|
Cva Family Office, LLC
|
Oct 30, 2025 Q3 2025 |
1,481
shares
|
$135,511
0.02% of portfolio
|
Q3 2025
Reduced 0.2%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
613
shares
|
$56,089
0.0% of portfolio
|
Q2 2024
Added 12.48%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
600
shares
|
$54,900
0.0% of portfolio
|
Q3 2025
Added 500.0%
|
|
|
Central Trust CO
Jefferson City, MO |
Nov 06, 2025 Q3 2025 |
567
shares
|
$51,880
0.0% of portfolio
|
Q3 2025
Reduced 55.07%
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
512
shares
|
$46,848
0.16% of portfolio
|
Q2 2022
New holding
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Nov 07, 2025 Q3 2025 |
295
shares
|
$26,992
0.01% of portfolio
|
Q3 2025
Reduced 29.76%
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
281
shares
|
$25,711
0.02% of portfolio
|
Q4 2021
New holding
|
|
|
Cx Institutional
|
Oct 23, 2025 Q3 2025 |
267
shares
|
$24,430
0.0% of portfolio
|
Q3 2025
Added 8.1%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
183
shares
|
$16,744
0.0% of portfolio
|
Q3 2025
Added 0.55%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
112
shares
|
$10,248
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Independence Bank Of Kentucky
|
Oct 09, 2025 Q3 2025 |
100
shares
|
$9,150
0.0% of portfolio
|
Q3 2020
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
76
shares
|
$6,954
0.0% of portfolio
|
Q3 2025
Reduced 15.56%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
53
shares
|
$4,849
0.0% of portfolio
|
Q1 2025
Reduced 43.62%
|
|