Q4 2025 13F Holders as of 31 Dec 2025
-
Type / Class
-
Equity / ACTIVE US REAL
-
Total 13F shares
-
134,647
-
Share change
-
+4,436
-
Total reported value
-
$12,166,819
-
Price per share
-
$90.34
-
Number of holders
-
33
-
Value change
-
+$393,568
-
Number of buys
-
16
-
Number of sells
-
14
Institutional Holders of INVESCO ACTIVELY MANAGED EXC - ACTIVE US REAL (PSR) as of Q4 2025
As of 31 Dec 2025,
INVESCO ACTIVELY MANAGED EXC - ACTIVE US REAL (PSR) was held by
33 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
134,647 shares.
The largest 10 holders included
MORGAN STANLEY, LPL Financial LLC, Montz Harcus Wealth Management LLC, ENVESTNET ASSET MANAGEMENT INC, AA Financial Advisors, LLC, Brio Consultants, LLC, Ameritas Investment Partners, Inc., Merit Financial Group, LLC, Independent Wealth Network Inc., and Steward Partners Investment Advisory, LLC.
This page lists
33
institutional shareholders reporting positions in this security
for the Q4 2025 filing period.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price
|
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.