Purchases and Sales Made in Q3 2024 in Invesco Actively (PSR)
This table provides information about the institutional ownership of Invesco Actively (PSR) during Q3 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
37.1K+ 1058.26% |
$3.15M - $3.71M
|
40.7K
$3.69M
|
|
|
Nov 05, 2024
Q3 2024
|
Swisher Financial Concepts, Inc.
Westerville, OH |
BUY
|
- |
16.6KNew |
$1.41M - $1.66M
|
16.6K
$1.51M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.58K+ 25.36% |
$219K - $258K
|
12.8K
$1.16M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.42K+ 8.71% |
$205K - $242K
|
30.2K
$2.74M
|
|
|
Oct 23, 2024
Q3 2024
|
Cambridge Advisors Inc.
|
BUY
|
- |
2.24KNew |
$190K - $224K
|
2.24K
$203K
|
|
|
Oct 15, 2024
Q3 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
2.13KNew |
$180K - $212K
|
2.13K
$193K
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.44K+ 143.03% |
$122K - $143K
|
2.44K
$221K
|
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
436+ 1.35% |
$37K - $43.6K
|
32.7K
$2.97M
|
|
|
Oct 18, 2024
Q3 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
355+ 2.31% |
$30.1K - $35.5K
|
15.7K
$1.43M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
322+ 37.53% |
$27.3K - $32.2K
|
1.18K
$107K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
250New |
$21.2K - $25K
|
250
$22.7K
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
175+ 4.77% |
$14.8K - $17.5K
|
3.84K
$348K
|
|
|
Oct 24, 2024
Q3 2024
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
166+ 2.86% |
$14.1K - $16.6K
|
5.97K
$541K
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
40+ 27.78% |
$3.39K - $4K
|
184
$16.7K
|
|
|
Oct 04, 2024
Q3 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
33+ 0.37% |
$2.8K - $3.3K
|
9.05K
$821K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
25+ 1.31% |
$2.12K - $2.5K
|
1.94K
$175K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
12+ 0.5% |
$1.02K - $1.2K
|
2.41K
$219K
|
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
BUY
|
- |
5+ 0.34% |
$424 - $500
|
1.47K
$133K
|
|
|
Nov 13, 2024
Q3 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
2+ 0.45% |
$170 - $200
|
450
$40.8K
|
|
|
Nov 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
1+ 3.13% |
$84.8 - $99.9
|
33
$2.99K
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1+ 1.14% |
$84.8 - $99.9
|
89
$8.07K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-16- 0.35% |
$1.36K - $1.6K
|
4.57K
$414K
|
|
|
Oct 09, 2024
Q3 2024
|
Pacific Sun Financial Corp
|
SELL
|
- |
-70- 2.74% |
$5.94K - $7K
|
2.48K
$225K
|
|
|
Nov 13, 2024
Q3 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-122- 2.18% |
$10.3K - $12.2K
|
5.48K
$497K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-123- 1.9% |
$10.4K - $12.3K
|
6.34K
$575K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-164- 3.84% |
$13.9K - $16.4K
|
4.11K
$372K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-358- 12.78% |
$30.4K - $35.8K
|
2.44K
$222K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-383- 2.08% |
$32.5K - $38.3K
|
18K
$1.63M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-846- 6.5% |
$71.8K - $84.5K
|
12.2K
$1.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-876- 20.68% |
$74.3K - $87.5K
|
3.36K
$304K
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-958- 25.58% |
$81.3K - $95.7K
|
2.79K
$253K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.24K- 9.87% |
$105K - $124K
|
11.3K
$1.02M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.67K- 8.21% |
$142K - $167K
|
18.7K
$1.69M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-2.28K- 5.1% |
$193K - $227K
|
42.4K
$3.84M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-3.18K- 21.08% |
$269K - $317K
|
11.9K
$1.08M
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-12.1K- 84.3% |
$1.02M - $1.21M
|
2.25K
$204K
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-16.3K- 86.4% |
$1.38M - $1.63M
|
2.57K
$233K
|
|
|
Nov 12, 2024
Q3 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-977K- 98.95% |
$82.8M - $97.6M
|
10.4K
$940K
|