Skip to content
Disclosery

PSR INVESCO ACTIVELY MANAGED EXC

Follow

CMN (fund)

54 managers (55 13F filers) reported a position in PSR shares at 2025-06-30, 287,578 shares in all. 7 filers opened a position and 5 filers sold out during the quarter.

Managers
54
13F filers
55
New
7
Added
19
Reduced
20
Sold out
5
Shares held by filers
287,578

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Koshinski Asset Management, Inc.29,684$2.71M0.2%-2,52413F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY22,071$2.02M<0.01%-4,28213F-HRTimelineGroup
Cetera Investment Advisers19,655$1.79M<0.01%+2,09013F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.18,686$1.71M0.01%+913F-HRTimeline
LPL Financial LLC18,543$1.69M<0.01%-5,88913F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC14,644$1.34M<0.01%+38213F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA12,833$1.17M<0.01%-1,17113F-HR/ATimelineGroup
Strategic Financial Concepts, LLC11,213$1.02M0.14%-16213F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.10,794$986K<0.01%-58713F-HR/ATimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…9,269$846K0.02%-1,49313F-HRTimelineGroup
Montz Harcus Wealth Management LLC8,802$804K0.39%+52113F-HRTimeline
HBW ADVISORY SERVICES LLC8,577$783K0.1%-2,08313F-HRTimeline
AA Financial Advisors, LLC8,576$783K0.17%-5,76013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC7,017$641K<0.01%+3,79613F-HRTimelineGroup
Advisor OS, LLCin group Advisor OS, LLC6,005$548K0.05%+3,71513F-HRTimelineGroup
Glenmede Investment Management, LP5,975$546K<0.01%13F-HRTimeline
Steward Partners Investment Advisory, L…5,884$537K<0.01%+5613F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC5,832$533K<0.01%+77013F-HRTimelineGroup
Brio Consultants, LLC5,354$489K0.07%new13F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding5,273$481K+187Timeline
Merit Financial Group, LLC5,018$458K0.01%+2113F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP4,458$405K<0.01%+37613F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC3,889$355K<0.01%-1013F-HRTimelineGroup
Cambridge Investment Research Advisors,…3,541$323K<0.01%+8013F-HRTimeline
Geneos Wealth Management Inc.3,230$295K0.01%-2,85613F-HRTimeline
Independent Wealth Network Inc.3,161$289K0.11%+2713F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC3,104$283K0.01%-51613F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…3,035$277K<0.01%+18613F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC2,835$259K<0.01%-1,24313F-HRTimelineGroup
MML INVESTORS SERVICES, LLC2,769$253K<0.01%+13413F-HRTimeline
Pacific Sun Financial Corp2,490$227K0.12%-7513F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC2,471$226K<0.01%-18413F-HRTimeline
Swisher Financial Concepts, Inc.2,358$215K0.14%-2,19213F-HRTimeline
FLOW TRADERS U.S. LLC2,303$210K0.01%new13F-HRTimeline
UBS Group AGin group UBS Group AG2,039$186K<0.01%+1,97413F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,968$180K<0.01%-6,97013F-HRTimelineGroup
CVA Family Office, LLC1,484$136K0.02%+713F-HRTimeline
CENTRAL TRUST Co1,262$115K<0.01%-43413F-HRTimeline
Main Street Group, LTD420$38.3K0.01%+213F-HRTimeline
CX Institutional247$23K<0.01%+813F-HR/ATimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC182$16.6K<0.01%-813F-HRTimelineGroup
Silicon Valley Capital Partners137$12.5K<0.01%new13F-HRTimeline
Independence Bank of Kentucky100$9.13K<0.01%013F-HRTimeline
Global Retirement Partners, LLC100$9.13K<0.01%13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…90$8.22K<0.01%+113F-HRTimelineGroup
IFP Advisors, Inc53$4.84K<0.01%013F-HRTimeline
Mid-American Wealth Advisory Group, Inc.41$3.74K<0.01%new13F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/35$3.21K<0.01%013F-HR/ATimelineGroup
Glass Jacobson Investment Advisors llc33$3.01K<0.01%013F-HRTimeline
AE Wealth Management LLC23$2.1K<0.01%013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO10$913<0.01%013F-HRTimelineGroup
BLAIR WILLIAM & CO/IL4$365<0.01%new13F-HRTimeline
FMR LLCin group FMR LLC1$91<0.01%new13F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.