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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 2025-12-31, 290,896 shares in all. 3 filers opened a position and 9 filers sold out during the quarter.

Managers
44
13F filers
44
New
3
Added
21
Reduced
11
Sold out
9
Shares held by filers
290,896

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Itau Unibanco Holding S.A.in group Itau Unibanco Holding S.A.46,330$28.5M0.7%+21,35013F-HRTimelineGroup
Cetera Investment Advisers51,475$4.65M0.01%+6,38413F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY22,366$2.02M<0.01%+15413F-HR/ATimelineGroup
LPL Financial LLC20,610$1.86M<0.01%+79013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC14,670$1.33M<0.01%+10,75213F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA12,790$1.16M<0.01%+17013F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.10,391$939K<0.01%-79413F-HRTimelineGroup
Montz Harcus Wealth Management LLC9,542$862K0.35%+42213F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC8,913$805K<0.01%+2,06913F-HRTimelineGroup
AA Financial Advisors, LLC7,881$712K0.13%013F-HRTimeline
Brio Consultants, LLC6,999$632K0.08%+1,49713F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA5,975$540K<0.01%13F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…5,346$483K<0.01%+2,10713F-HRTimelineGroup
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…5,068$458K0.01%+2113F-HRTimelineGroup
Merit Financial Group, LLC4,998$452K<0.01%+2213F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP4,608$416K<0.01%+5113F-HRTimelineGroup
Independent Wealth Network Inc.4,598$415K0.13%+51113F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…4,418$399K0.01%+1,70213F-HRTimelineGroup
Steward Partners Investment Advisory, L…4,191$379K<0.01%-1,21613F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC3,889$351K<0.01%013F-HR/ATimelineGroup
Orion Porfolio Solutions, LLC3,462$313K<0.01%new13F-HRTimeline
Cambridge Investment Research Advisors,…3,374$305K<0.01%-1513F-HRTimeline
MML INVESTORS SERVICES, LLC3,116$281K<0.01%+17813F-HRTimeline
Gateway Wealth Partners, LLC3,052$276K0.03%-813F-HRTimeline
J.W. COLE ADVISORS, INC.2,827$255K0.01%+43013F-HRTimeline
Geneos Wealth Management Inc.2,674$242K0.01%-55613F-HRTimeline
LongView Wealth Management2,410$220K0.05%+17413F-HRTimeline
Pacific Sun Financial Corp2,425$219K0.11%-7013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC2,278$206K<0.01%-20113F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC2,262$204K<0.01%-41413F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC2,246$203K<0.01%+713F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,855$168K<0.01%-4113F-HRTimelineGroup
CVA Family Office, LLC1,306$118K0.01%-17513F-HRTimeline
Global Retirement Partners, LLC700$63.2K<0.01%+10013F-HRTimeline
CENTRAL TRUST Co567$51.2K<0.01%013F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC495$44.7K<0.01%new13F-HRTimeline
CX Institutional255$23K<0.01%-1213F-HRTimeline
TD Capital Management LLC211$19.1K<0.01%new13F-HRTimeline
Independence Bank of Kentucky100$9.03K<0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…77$6.95K<0.01%+113F-HRTimelineGroup
IFP Advisors, Inc53$4.79K<0.01%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/35$3.16K<0.01%013F-HRTimelineGroup
Glass Jacobson Investment Advisors llc35$3.16K<0.01%013F-HRTimeline
AE Wealth Management LLC23$2.08K<0.01%013F-HRTimeline