PSR — INVESCO ACTIVELY MANAGED EXC

Ownership history in LongView Wealth Management  ·  2 quarters on record

This page tracks every 13F SEC filing in which LongView Wealth Management reported a position in INVESCO ACTIVELY MANAGED EXC (PSR). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.06% (2025 Q3)
Avg. % of fund
0.05%
First filed
2025 Q3
Last filed
2025 Q4
Quarters held
2
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 2,410 +174 +7.8% 0.05% $220K $90.34
2025 Q3 INITIATED 2,236 — — 0.06% $207K $92.05
% of Fund (quarterly)    PSR price (monthly, adj. close)

Other funds also holding PSR

As of 2025 Q4 — sorted by position size

Montz Harcus Wealth Management LLC 3Y 0.35% AA Financial Advisors, LLC 0.13% Independent Wealth Network Inc. 3Y 0.13% PACIFIC SUN FINANCIAL CORP 3Y 7Y 0.11% Brio Consultants, LLC 3Y 7Y 0.08% Gateway Wealth Partners, LLC 3Y 0.03% Ameritas Investment Partners, Inc. 3Y 7Y 0.01% CVA Family Office, LLC 3Y 0.01% Tower Research Capital LLC (TRC) 3Y 7Y 0.01% J.W. COLE ADVISORS, INC. 3Y 0.01%
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