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 |
|---|---|---|---|---|---|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
3,221
shares
|
$290,212
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
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 |
May 14, 2025 Q1 2025 |
2,849
shares
|
$256,694
0.0% of portfolio
|
Q1 2025
Reduced 52.69%
|
|
|
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 |
May 14, 2025 Q1 2025 |
2,635
shares
|
$237,413
0.0% of portfolio
|
Q1 2025
Added 0.46%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
2,548
shares
|
$229,574
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
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%
|
|
|
Advisor Os, LLC
|
May 06, 2025 Q1 2025 |
2,290
shares
|
$206,329
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Integrity Wealth Advisors, Inc.
Ventura, CA |
Jun 02, 2025 Q1 2025 |
2,241
shares
|
$201,914
0.15% of portfolio
|
Q1 2025
Reduced 3.53%
|
|
|
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%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
100
shares
|
$9,010
0.0% of portfolio
|
Q3 2023
Reduced 10.71%
|
|
|
Independence Bank Of Kentucky
|
Jul 17, 2025 Q2 2025 |
100
shares
|
$9,010
0.0% of portfolio
|
Q3 2020
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
90
shares
|
$8,108
0.0% of portfolio
|
Q2 2025
Added 1.12%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
65
shares
|
$5,856
0.0% of portfolio
|
Q1 2025
Reduced 66.32%
|