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 |
|---|---|---|---|---|---|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
53
shares
|
$4,775
0.0% of portfolio
|
Q1 2025
Reduced 43.62%
|
|
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
Jul 30, 2025 Q2 2025 |
41
shares
|
$3,694
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
National Bank Of Canada
|
Aug 13, 2025 Q2 2025 |
35
shares
|
$3,153
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Jul 31, 2025 Q2 2025 |
33
shares
|
$2,973
0.0% of portfolio
|
Q3 2024
Added 3.13%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
23
shares
|
$2,072
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
22
shares
|
$1,982
0.0% of portfolio
|
Q1 2022
Reduced 43.59%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Aug 11, 2025 Q2 2025 |
10
shares
|
$901
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Riggs Asset Managment Co. Inc.
|
Apr 29, 2025 Q1 2025 |
5
shares
|
$450
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
4
shares
|
$360
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
1
shares
|
$90
0.0% of portfolio
|
Q4 2024
Reduced 99.46%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2023
New holding
|