Institutional Ownership Invesco Actively (PSR)
This table provides information about the institutional ownership of Invesco Actively (PSR). We have compiled data on the 58 institutions that hold shares in the stock, with a total of 1.35 Million shares, which have been reported (via 13F filing form) to have a value of $124 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Creative One Wealth, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
3,417
shares
|
$314,261
0.01% of portfolio
|
Q4 2024
Reduced 11.06%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
3,338
shares
|
$306,995
0.01% of portfolio
|
Q4 2024
Reduced 0.63%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
3,097
shares
|
$284,831
0.0% of portfolio
|
Q4 2024
Added 26.93%
|
|
|
Independent Wealth Network Inc.
|
Jan 17, 2025 Q4 2024 |
2,988
shares
|
$274,806
0.11% of portfolio
|
Q4 2024
Added 40.55%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
2,623
shares
|
$241,237
0.0% of portfolio
|
Q4 2024
Added 8.7%
|
|
|
Central Trust CO
Jefferson City, MO |
Jan 24, 2025 Q4 2024 |
2,594
shares
|
$238,570
0.01% of portfolio
|
Q4 2024
Reduced 6.93%
|
|
|
Pacific Sun Financial Corp
|
Feb 03, 2025 Q4 2024 |
2,500
shares
|
$229,925
0.13% of portfolio
|
Q4 2024
Added 0.73%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
2,454
shares
|
$225,694
0.0% of portfolio
|
Q4 2024
Added 0.41%
|
|
|
Integrity Wealth Advisors, Inc.
Ventura, CA |
Feb 13, 2025 Q4 2024 |
2,323
shares
|
$213,646
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Cambridge Advisors Inc.
|
Jan 16, 2025 Q4 2024 |
2,230
shares
|
$205,093
0.05% of portfolio
|
Q4 2024
Reduced 0.49%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
1,997
shares
|
$183,664
0.0% of portfolio
|
Q4 2024
Added 3.2%
|
|
|
Cva Family Office, LLC
|
Jan 07, 2025 Q4 2024 |
1,471
shares
|
$135,287
0.02% of portfolio
|
Q4 2024
Added 0.41%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
613
shares
|
$56,377
0.0% of portfolio
|
Q2 2024
Added 12.48%
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
512
shares
|
$47,088
0.16% of portfolio
|
Q2 2022
New holding
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Feb 14, 2025 Q4 2024 |
453
shares
|
$41,662
0.02% of portfolio
|
Q4 2024
Added 0.67%
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
281
shares
|
$25,843
0.02% of portfolio
|
Q4 2021
New holding
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
193
shares
|
$17,750
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
190
shares
|
$17,474
0.0% of portfolio
|
Q4 2024
Added 630.77%
|
|
|
Independence Bank Of Kentucky
|
Jan 24, 2025 Q4 2024 |
100
shares
|
$9,197
0.0% of portfolio
|
Q3 2020
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
100
shares
|
$9,197
0.0% of portfolio
|
Q3 2023
Reduced 10.71%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
94
shares
|
$8,645
0.0% of portfolio
|
Q4 2024
Added 1.08%
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
89
shares
|
$8,185
0.0% of portfolio
|
Q3 2024
Added 1.14%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Feb 14, 2025 Q4 2024 |
40
shares
|
$3,678
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
National Bank Of Canada
|
Feb 12, 2025 Q4 2024 |
35
shares
|
$3,218
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Feb 13, 2025 Q4 2024 |
33
shares
|
$3,035
0.0% of portfolio
|
Q3 2024
Added 3.13%
|