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Disclosery

PSR INVESCO ACTIVELY MANAGED EXC

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CMN (fund)

47 managers (47 13F filers) reported a position in PSR shares at 2026-03-31, 247,144 shares in all. 9 filers opened a position and 5 filers sold out during the quarter.

Managers
47
13F filers
47
New
9
Added
17
Reduced
13
Sold out
5
Shares held by filers
247,144

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Cetera Investment Advisers58,028$5.37M0.01%+6,55313F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC14,260$1.32M<0.01%-41013F-HRTimelineGroup
LPL Financial LLC13,157$1.22M<0.01%-7,45313F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA12,892$1.19M<0.01%+10213F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…12,867$1.19M<0.01%+7,52113F-HRTimelineGroup
Montz Harcus Wealth Management LLC10,698$991K0.4%+1,15613F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC10,692$990K<0.01%+1,77913F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.10,265$951K<0.01%-12613F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY9,852$912K<0.01%-12,51413F-HRTimelineGroup
AA Financial Advisors, LLC7,881$730K0.1%013F-HRTimeline
Brio Consultants, LLC6,848$692K0.08%-15113F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC6,352$588K<0.01%new13F-HRTimelineGroup
Gateway Wealth Partners, LLC6,298$583K0.02%+3,24613F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA5,975$553K<0.01%013F-HRTimelineGroup
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…5,071$470K0.01%+313F-HRTimelineGroup
Merit Financial Group, LLC5,023$465K<0.01%+2513F-HRTimeline
Steward Partners Investment Advisory, L…4,244$393K<0.01%+5313F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP4,098$373K<0.01%-51013F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC3,889$360K<0.01%013F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…3,668$340K0.01%-75013F-HRTimelineGroup
CX Institutional3,345$310K0.01%+3,09013F-HRTimeline
Cambridge Investment Research Advisors,…3,235$300K<0.01%-13913F-HRTimeline
J.W. COLE ADVISORS, INC.3,077$285K0.01%+25013F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP2,900$269K<0.01%new13F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC2,878$267K<0.01%new13F-HRTimelineGroup
LongView Wealth Management2,565$253K0.06%+15513F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC2,650$245K<0.01%+40413F-HRTimelineGroup
Pacific Sun Financial Corp2,425$225K0.11%013F-HRTimeline
Geneos Wealth Management Inc.2,382$221K0.01%-29213F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC2,354$218K0.01%+9213F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC2,286$212K<0.01%+813F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,353$125K<0.01%-50213F-HR/ATimelineGroup
CVA Family Office, LLC1,257$116K0.01%-4913F-HRTimeline
CENTRAL TRUST Co495$45.8K<0.01%-7213F-HRTimeline
UBS Group AGin group UBS Group AG321$29.7K<0.01%new13F-HRTimelineGroup
Main Street Group, LTD300$27.8K0.01%new13F-HRTimeline
Parallel Advisors, LLC213$19.7K<0.01%new13F-HR/ATimeline
TD Capital Management LLC213$19.7K<0.01%+213F-HRTimeline
Farther Finance Advisors, LLC206$19.2K<0.01%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.200$18.5K<0.01%new13F-HRTimeline
Advisory Services Network, LLC122$11.3K<0.01%new13F-HRTimeline
Independence Bank of Kentucky100$9.26K<0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…78$7.18K<0.01%+113F-HR/ATimelineGroup
IFP Advisors, Inc38$3.52K<0.01%-1513F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/35$3.3K<0.01%013F-HRTimelineGroup
Glass Jacobson Investment Advisors llc35$3.24K<0.01%013F-HRTimeline
AE Wealth Management LLC23$2.13K<0.01%013F-HRTimeline