# INVESCO ACTIVELY MANAGED EXC (PSR)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/PSR/

- Reporting holders: 3
- Reported value: $1.2M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Montz Harcus Wealth Management LLC](https://holderbook.com/funds/1918613-montz-harcus-wealth-management-llc/) | $1.1M | 11,860 | 0.4% | 20 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $20.0K | 208 | 0.0% | 3 |
| [CX Institutional](https://holderbook.com/funds/1737089-cx-institutional/) | $29 | 296 | 0.0% | 7 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 3 | $1.2M |
| Q2 2026 | 45 | $34.4M |
| Q1 2026 | 47 | $23.1M |
| Q4 2025 | 44 | $50.6M |
| Q3 2025 | 50 | $37.6M |
| Q2 2025 | 54 | $27.4M |
| Q1 2025 | 51 | $28.8M |
| Q4 2024 | 51 | $56.2M |
| Q3 2024 | 49 | $34.8M |
| Q2 2024 | 53 | $63.9M |
| Q1 2024 | 48 | $41.1M |
| Q4 2023 | 57 | $65.4M |