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Disclosery

PSR INVESCO ACTIVELY MANAGED EXC

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CMN (fund)

50 managers (50 13F filers) reported a position in PSR shares at 2025-09-30, 268,361 shares in all. 8 filers opened a position and 11 filers sold out during the quarter.

Managers
50
13F filers
50
New
8
Added
19
Reduced
14
Sold out
11
Shares held by filers
268,361

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
Itau Unibanco Holding S.A.in group Itau Unibanco Holding S.A.24,980$15M0.51%new13F-HRTimelineGroup
Cetera Investment Advisers45,091$4.18M<0.01%+25,43613F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY22,212$2.06M<0.01%+14113F-HR/ATimelineGroup
Virtu Financial LLCin group Virtu Financial LLC20,358$1.89M0.11%new13F-HRTimelineGroup
LPL Financial LLC19,820$1.84M<0.01%+1,27713F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA12,620$1.17M<0.01%-21313F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.11,185$1.04M<0.01%+39113F-HRTimelineGroup
Montz Harcus Wealth Management LLC9,120$845K0.37%+31813F-HRTimeline
AA Financial Advisors, LLC7,881$730K0.14%-69513F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC6,844$634K<0.01%+1,01213F-HRTimelineGroup
Glenmede Investment Management, LP5,975$554K<0.01%013F-HRTimeline
Brio Consultants, LLC5,502$510K0.07%+14813F-HRTimeline
Steward Partners Investment Advisory, L…5,407$501K<0.01%-47713F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding5,047$468K-226Timeline
Merit Financial Group, LLC4,976$461K<0.01%-4213F-HR/ATimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP4,557$420K<0.01%+9913F-HRTimelineGroup
Independent Wealth Network Inc.4,087$379K0.12%+92613F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC3,918$363K<0.01%-10,72613F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC3,889$360K<0.01%013F-HRTimelineGroup
Cambridge Investment Research Advisors,…3,389$314K<0.01%-15213F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC3,354$311K<0.01%-3,66313F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…3,239$300K<0.01%+20413F-HRTimelineGroup
Geneos Wealth Management Inc.3,230$299K0.01%013F-HRTimeline
Gateway Wealth Partners, LLC3,060$284K0.04%new13F-HRTimeline
MML INVESTORS SERVICES, LLC2,938$272K<0.01%+16913F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…2,716$252K0.01%-6,55313F-HRTimelineGroup
UBS Group AGin group UBS Group AG2,701$250K<0.01%+66213F-HRTimelineGroup
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC2,676$248K0.01%-42813F-HRTimelineGroup
Pacific Sun Financial Corp2,495$231K0.11%+513F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC2,479$230K<0.01%+813F-HRTimeline
J.W. COLE ADVISORS, INC.2,397$222K<0.01%new13F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC2,239$207K<0.01%new13F-HRTimelineGroup
LongView Wealth Management2,236$207K0.06%new13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,896$176K<0.01%-7213F-HRTimelineGroup
CVA Family Office, LLC1,481$137K0.02%-313F-HRTimeline
Global Retirement Partners, LLC600$55.6K<0.01%+50013F-HRTimeline
CENTRAL TRUST Co567$52.5K<0.01%-69513F-HRTimeline
Main Street Group, LTD295$27.3K0.01%-12513F-HRTimeline
CX Institutional267$25K<0.01%+2013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC183$16.9K<0.01%+113F-HRTimelineGroup
Advisory Services Network, LLC112$10.3K<0.01%new13F-HRTimeline
Independence Bank of Kentucky100$9.27K<0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…76$7.08K<0.01%-1413F-HRTimelineGroup
IFP Advisors, Inc53$4.91K<0.01%013F-HR/ATimeline
Glass Jacobson Investment Advisors llc35$3.24K<0.01%+213F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/35$3.23K<0.01%013F-HRTimelineGroup
AE Wealth Management LLC23$2.13K<0.01%013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO10$927<0.01%013F-HRTimelineGroup
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…6$556<0.01%new13F-HRTimelineGroup
BLAIR WILLIAM & CO/IL4$371<0.01%013F-HRTimeline