Purchases and Sales Made in Q3 2022 in Invesco Actively (PSR)
This table provides information about the institutional ownership of Invesco Actively (PSR) during Q3 2022. The information is specifically focused on institutions that hold shares of INVESCO ACTIVELY.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 10, 2022
Q3 2022
|
Hedeker Wealth, LLC
|
BUY
|
- |
26.6K+ 190.58% |
$2.22M - $2.83M
|
40.5K
$3.67M
|
|
|
Nov 14, 2022
Q3 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
10.8K+ 165.03% |
$902K - $1.15M
|
17.3K
$1.57M
|
|
|
Nov 04, 2022
Q3 2022
|
Cx Institutional
|
BUY
|
- |
10.1KNew |
$842K - $1.07M
|
10.1K
$911K
|
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
6.93K+ 10.8% |
$580K - $739K
|
71.1K
$6.44M
|
|
|
Nov 14, 2022
Q3 2022
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
6.6K+ 16.82% |
$553K - $704K
|
45.9K
$4.16M
|
|
|
Nov 09, 2022
Q3 2022
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
6.51K+ 125.32% |
$546K - $694K
|
11.7K
$1.06M
|
|
|
Nov 07, 2022
Q3 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
4.38KNew |
$367K - $467K
|
4.38K
$397K
|
|
|
Nov 10, 2022
Q3 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3.63K+ 9.92% |
$304K - $387K
|
40.2K
$3.65M
|
|
|
Nov 10, 2022
Q3 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
3.52K+ 91.31% |
$295K - $375K
|
7.37K
$668K
|
|
|
Nov 17, 2022
Q3 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
2.67K+ 26.51% |
$223K - $284K
|
12.7K
$1.15M
|
|
|
Oct 20, 2022
Q3 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.02K+ 10.19% |
$85.3K - $109K
|
11K
$998K
|
|
|
Oct 18, 2022
Q3 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
661+ 1.72% |
$55.4K - $70.5K
|
39.1K
$3.55M
|
|
|
Oct 14, 2022
Q3 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
540+ 11.46% |
$45.2K - $57.6K
|
5.25K
$476K
|
|
|
Oct 20, 2022
Q3 2022
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
512+ 2.76% |
$42.9K - $54.6K
|
19.1K
$1.73M
|
|
|
Nov 14, 2022
Q3 2022
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
492+ 10.8% |
$41.2K - $52.5K
|
5.05K
$457K
|
|
|
Nov 01, 2022
Q3 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
400+ 1.7% |
$33.5K - $42.6K
|
24K
$2.17M
|
|
|
Nov 14, 2022
Q3 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
389+ 3.8% |
$32.6K - $41.5K
|
10.6K
$962K
|
|
|
Oct 25, 2022
Q3 2022
|
Field & Main Bank
|
BUY
|
- |
340+ 3.03% |
$28.5K - $36.2K
|
11.5K
$1.05M
|
|
|
Nov 02, 2022
Q3 2022
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
235+ 6.89% |
$19.7K - $25.1K
|
3.64K
$330K
|
|
|
Nov 14, 2022
Q3 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
216+ 66.46% |
$18.1K - $23K
|
541
$49K
|
|
|
Oct 20, 2022
Q3 2022
|
First Heartland Consultants, Inc.
|
BUY
|
- |
214+ 9.67% |
$17.9K - $22.8K
|
2.43K
$220K
|
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
201+ 2.28% |
$16.8K - $21.4K
|
9.01K
$816K
|
|
|
Nov 14, 2022
Q3 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
196+ 3.88% |
$16.4K - $20.9K
|
5.25K
$476K
|
|
|
Nov 14, 2022
Q3 2022
|
Pacific Sun Financial Corp
|
BUY
|
- |
173+ 7.49% |
$14.5K - $18.4K
|
2.48K
$225K
|
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
164+ 1.55% |
$13.7K - $17.5K
|
10.8K
$975K
|
|
|
Oct 21, 2022
Q3 2022
|
Tfc Financial Management
|
BUY
|
- |
150New |
$12.6K - $16K
|
150
$13.6K
|
|
|
Jan 02, 2024
Q3 2022
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
150New |
$12.6K - $16K
|
150
$13.6K
|
|
|
Oct 11, 2022
Q3 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
86New |
$7.2K - $9.17K
|
86
$7.8K
|
|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
BUY
|
- |
43New |
$3.6K - $4.58K
|
43
$3.9K
|
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
35+ 28.23% |
$2.93K - $3.73K
|
159
$14.4K
|
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Advisors Inc.
|
BUY
|
- |
22+ 0.81% |
$1.84K - $2.35K
|
2.73K
$247K
|
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 05, 2022
Q3 2022
|
Moody National Bank Trust Division
|
SELL
|
- |
-17- 0.7% |
$1.42K - $1.81K
|
2.43K
$220K
|
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-39- 1.68% |
$3.27K - $4.16K
|
2.28K
$207K
|
|
|
Nov 14, 2022
Q3 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-44- 1.24% |
$3.69K - $4.69K
|
3.51K
$318K
|
|
|
Oct 13, 2022
Q3 2022
|
National Bank Of Canada
|
SELL
|
- |
-61- 31.94% |
$5.11K - $6.5K
|
130
$11.8K
|
|
|
Nov 14, 2022
Q3 2022
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-70- 95.89% |
$5.86K - $7.46K
|
3
$272
|
|
|
Nov 14, 2022
Q3 2022
|
Arbor Capital Management Inc
Anchorage, AK |
SELL
|
- |
-114- 2.22% |
$9.55K - $12.2K
|
5.01K
$455K
|
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-122- 0.53% |
$10.2K - $13K
|
23.1K
$2.09M
|
|
|
Nov 22, 2022
Q3 2022
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-172- 5.9% |
$14.4K - $18.3K
|
2.74K
$249K
|
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
SELL
|
- |
-208- 20.78% |
$17.4K - $22.2K
|
793
$71.9K
|
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-281- 8.57% |
$23.5K - $30K
|
3K
$272K
|
|
|
Nov 14, 2022
Q3 2022
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-309- 9.48% |
$25.9K - $32.9K
|
2.95K
$267K
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-342- 2.7% |
$28.6K - $36.5K
|
12.3K
$1.12M
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-404- 7.99% |
$33.8K - $43.1K
|
4.65K
$422K
|
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-480- 8.98% |
$40.2K - $51.2K
|
4.87K
$441K
|
|
|
Nov 14, 2022
Q3 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-505- 4.96% |
$42.3K - $53.8K
|
9.69K
$878K
|
|
|
Mar 14, 2023
Q3 2022
|
Private Portfolio Partners LLC
|
SELL
|
- |
-544- 11.04% |
$45.6K - $58K
|
4.38K
$397K
|
|
|
Oct 24, 2022
Q3 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-662- 15.45% |
$55.4K - $70.6K
|
3.62K
$328K
|
|
|
Nov 14, 2022
Q3 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-698- 7.87% |
$58.5K - $74.4K
|
8.17K
$741K
|