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Disclosery

PSR INVESCO ACTIVELY MANAGED EXC

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CMN (fund)

52 managers (52 13F filers) reported a position in PSR shares at 2025-03-31, 311,755 shares in all. 8 filers opened a position and 7 filers sold out during the quarter.

Managers
52
13F filers
52
New
8
Added
20
Reduced
15
Sold out
7
Shares held by filers
311,755

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Koshinski Asset Management, Inc.32,208$2.98M0.25%+1,10213F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY26,353$2.44M<0.01%+22013F-HRTimelineGroup
LPL Financial LLC24,432$2.26M<0.01%-16,04913F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.18,677$1.73M0.01%+44513F-HRTimeline
Cetera Investment Advisers17,565$1.63M<0.01%+3,25713F-HRTimeline
AA Financial Advisors, LLC14,336$1.33M0.32%-1,41713F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC14,262$1.32M<0.01%+1,46213F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA14,004$1.3M<0.01%-4513F-HR/ATimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.11,381$1.05M<0.01%-98713F-HRTimelineGroup
Strategic Financial Concepts, LLC11,375$1.05M0.2%+59713F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…10,762$996K0.03%+1,36813F-HRTimelineGroup
HBW ADVISORY SERVICES LLC10,660$986K0.14%+55013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN8,938$827K<0.01%+6,94113F-HRTimelineGroup
Montz Harcus Wealth Management LLC8,281$766K0.42%+85713F-HRTimeline
Geneos Wealth Management Inc.6,086$563K0.01%+2,74813F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA5,975$553K<0.01%013F-HRTimelineGroup
Steward Partners Investment Advisory, L…5,828$539K<0.01%-10813F-HRTimeline
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…5,086$471K0.02%-41113F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC5,062$468K<0.01%+63913F-HRTimelineGroup
Merit Financial Group, LLC4,997$462K0.01%-34,38613F-HRTimeline
Swisher Financial Concepts, Inc.4,550$421K0.35%-5,29513F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC4,078$377K<0.01%new13F-HR/ATimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP4,082$374K<0.01%+98513F-HR/ATimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC3,899$361K<0.01%+1013F-HR/ATimelineGroup
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC3,620$335K0.01%+20313F-HRTimelineGroup
Cambridge Investment Research Advisors,…3,461$320K<0.01%-46013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC3,221$298K<0.01%new13F-HRTimelineGroup
Independent Wealth Network Inc.3,134$290K0.12%+14613F-HRTimeline
GWN SECURITIES INC.3,172$286K0.02%new13F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…2,849$264K<0.01%-3,17313F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC2,655$246K<0.01%+20113F-HRTimeline
MML INVESTORS SERVICES, LLC2,635$244K<0.01%+1213F-HRTimeline
Pacific Sun Financial Corp2,565$237K0.14%+6513F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC2,548$236K<0.01%new13F-HRTimelineGroup
Advisor OS, LLCin group Advisor OS, LLC2,290$212K0.02%new13F-HRTimelineGroup
INTEGRITY WEALTH ADVISORS, INC.2,241$207K0.15%-8213F-HRTimeline
CENTRAL TRUST Co1,696$157K<0.01%-89813F-HRTimeline
CVA Family Office, LLC1,477$137K0.02%+613F-HRTimeline
Main Street Group, LTD418$38.6K0.01%-3513F-HRTimeline
CX Institutional239$22K<0.01%new13F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC190$17.1K<0.01%013F-HRTimelineGroup
Independence Bank of Kentucky100$9.25K<0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…89$8.27K<0.01%013F-HRTimelineGroup
UBS Group AGin group UBS Group AG65$6.01K<0.01%-12813F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…54$5K<0.01%new13F-HRTimelineGroup
IFP Advisors, Inc53$4.88K<0.01%-4113F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/35$3.21K<0.01%013F-HRTimelineGroup
Glass Jacobson Investment Advisors llc33$2.98K<0.01%013F-HRTimeline
AE Wealth Management LLC23$2.13K<0.01%013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO10$925<0.01%013F-HRTimelineGroup
Riggs Asset Managment Co. Inc.5$463<0.01%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.