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Disclosery

PSR INVESCO ACTIVELY MANAGED EXC

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CMN (fund)

44 managers (44 13F filers) reported a position in PSR shares at 2026-06-30, 312,737 shares in all. 3 filers opened a position and 7 filers sold out during the quarter.

Managers
44
13F filers
44
New
3
Added
16
Reduced
17
Sold out
7
Shares held by filers
312,737

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
LPL Financial LLC95,394$9.78M<0.01%+82,23713F-HRTimeline
Cetera Investment Advisers68,772$7.05M0.01%+10,74413F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC14,304$1.47M<0.01%+4413F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC13,880$1.42M<0.01%+3,18813F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA12,754$1.31M<0.01%-13813F-HRTimelineGroup
Montz Harcus Wealth Management LLC11,688$1.2M0.43%+99013F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC9,981$1.02M<0.01%+7,33113F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY8,328$854K<0.01%-1,52413F-HRTimelineGroup
AA Financial Advisors, LLC7,139$732K0.09%-74213F-HRTimeline
Brio Consultants, LLC6,969$715K0.08%+12113F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…6,411$658K<0.01%-6,45613F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.5,221$536K<0.01%-5,04413F-HRTimelineGroup
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…5,066$520K0.01%-513F-HRTimelineGroup
Merit Financial Group, LLC5,049$518K<0.01%+2613F-HR/ATimeline
Steward Partners Investment Advisory, L…3,977$408K<0.01%-26713F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP3,804$400K<0.01%-29413F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC3,889$399K<0.01%013F-HRTimelineGroup
Gateway Wealth Partners, LLC3,491$358K0.02%-2,80713F-HRTimeline
Cambridge Investment Research Advisors,…3,240$332K<0.01%+513F-HR/ATimeline
J.W. COLE ADVISORS, INC.3,232$331K0.01%+15513F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA2,977$305K<0.01%-2,99813F-HRTimelineGroup
LongView Wealth Management2,683$275K0.07%+11813F-HRTimeline
Pacific Sun Financial Corp2,400$246K0.1%-2513F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC2,037$209K<0.01%-31713F-HRTimelineGroup
MML INVESTORS SERVICES, LLC1,995$205K<0.01%new13F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…1,940$199K<0.01%-1,72813F-HRTimelineGroup
Geneos Wealth Management Inc.1,807$185K<0.01%-57513F-HRTimeline
CVA Family Office, LLC1,265$130K0.01%+813F-HRTimeline
Global Retirement Partners, LLC800$82.1K<0.01%13F-HRTimeline
CENTRAL TRUST Co459$47.1K<0.01%-3613F-HRTimeline
Main Street Group, LTD305$31.3K0.01%+513F-HRTimeline
CX Institutional290$30K<0.01%-3,05513F-HRTimeline
TD Capital Management LLC215$22K<0.01%+213F-HRTimeline
Parallel Advisors, LLC213$21.8K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC207$21.2K<0.01%+113F-HRTimeline
HARBOUR INVESTMENTS, INC.200$20.5K<0.01%013F-HRTimeline
Independence Bank of Kentucky100$10.3K<0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…78$8.01K<0.01%013F-HRTimelineGroup
Integrated Wealth Concepts LLC43$4.39K<0.01%new13F-HRTimeline
IFP Advisors, Inc39$4K<0.01%+113F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/35$3.64K<0.01%013F-HRTimelineGroup
Glass Jacobson Investment Advisors llc35$3.59K<0.01%013F-HRTimeline
Clearstead Advisors, LLC24$2.46K<0.01%new13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1$92<0.01%-1,35213F-HRTimelineGroup