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Invesco Active US Real Estat (PSR)

CUSIP: 46090A101 | NYSE | 190 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Institutional Holders — Q3 2026

LPL Financial LLC97,565
0.0% of portfolio›$9.4M
Montz Harcus Wealth Management LLC11,860
0.4% of portfolio›$1.1M
Kestra Advisory Services, LLC9,092
0.0% of portfolio›$877.3K
Merit Financial Group, LLC7,272
0.0% of portfolio›$701.7K
AA Financial Advisors, LLC5,840
0.1% of portfolio›$563.5K
J.W. Cole Advisors, Inc.3,480
0.0% of portfolio›$335.8K
Cambridge Investment Research Advisors, Inc.3,205
0.0% of portfolio›$309.0K
LongView Wealth Management2,905
0.1% of portfolio›$280.3K
Central Trust Co375
0.0% of portfolio›$36.2K
Main Street Group, LTD307
0.0% of portfolio›$29.6K
CX Institutional296
0.0% of portfolio›$29
Parallel Advisors, LLC213
0.0% of portfolio›$20.6K
Farther Finance Advisors, LLC208
0.0% of portfolio›$20.0K
Independence Bank of Kentucky100
0.0% of portfolio›$9.6K
EverSource Wealth Advisors, LLC76
0.0% of portfolio›$7.3K
IFP Advisors, Inc39
0.0% of portfolio›$3.8K
Glass Jacobson Investment Advisors llc35
0.0% of portfolio›$3.4K
Clearstead Advisors, LLC24
0.0% of portfolio›$2.3K
StyleTurnoverLocationFiled
LPL Financial LLC
97,565$9.4M0.0%IndexVery LowFort Mill, SC2026-11-06
Montz Harcus Wealth Management LLC
11,860$1.1M0.4%ETFVery LowNew Orleans, LA2026-10-09
Kestra Advisory Services, LLC
9,092$877.3K0.0%CoreLowAustin, TX2026-11-02
Merit Financial Group, LLC
7,272$701.7K0.0%ETFLowAlpharetta, GA2026-11-06
AA Financial Advisors, LLC
5,840$563.5K0.1%ETFMediumColumbus, OH2026-10-19
J.W. Cole Advisors, Inc.
3,480$335.8K0.0%IndexLowTampa, FL2026-11-05
Cambridge Investment Research Advisors, Inc.
3,205$309.0K0.0%ETFLowFairfield, IA2026-11-02
LongView Wealth Management
2,905$280.3K0.1%ETFLowAtlanta, GA2026-10-19
Central Trust Co
375$36.2K0.0%CoreLowJefferson City, MO2026-11-05
Main Street Group, LTD
307$29.6K0.0%ETFMediumGlen Allen, VA2026-10-28
CX Institutional
296$290.0%CoreMediumAuburn, IN2026-10-02
Parallel Advisors, LLC
213$20.6K0.0%IndexLowSan Francisco, CA2026-11-03
Farther Finance Advisors, LLC
208$20.0K0.0%IndexLowSan Francisco, CA2026-10-08
Independence Bank of Kentucky
100$9.6K0.0%GrowthLowOwensboro, KY2026-10-26
EverSource Wealth Advisors, LLC
76$7.3K0.0%CoreMediumBirmingham, AL2026-11-04
IFP Advisors, Inc
39$3.8K0.0%GrowthLowTampa, FL2026-10-16
Glass Jacobson Investment Advisors llc
35$3.4K0.0%ETFLowOwings Mills, MD2026-10-26
Clearstead Advisors, LLC
24$2.3K0.0%ETFLowCleveland, OH2026-11-06