Institutional Ownership Invesco Actively (PSR)
This table provides information about the institutional ownership of Invesco Actively (PSR). We have compiled data on the 55 institutions that hold shares in the stock, with a total of 354,713 shares, which have been reported (via 13F filing form) to have a value of $32.3 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
42,359
shares
|
$3.86 Million
0.0% of portfolio
|
Q3 2024
Reduced 5.1%
|
|
|
Merit Financial Group, LLC
|
Jan 15, 2025 Q4 2024 |
39,383
shares
|
$3.59 Million
0.06% of portfolio
|
Q4 2024
Reduced 3.13%
|
|
|
Koshinski Asset Management, Inc.
|
Jan 16, 2025 Q4 2024 |
31,106
shares
|
$2.83 Million
0.01% of portfolio
|
Q4 2024
Reduced 4.91%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
30,231
shares
|
$2.75 Million
0.0% of portfolio
|
Q3 2024
Added 8.71%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
18,651
shares
|
$1.7 Million
0.01% of portfolio
|
Q3 2024
Reduced 8.21%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
18,021
shares
|
$1.64 Million
0.01% of portfolio
|
Q3 2024
Reduced 2.08%
|
|
|
Swisher Financial Concepts, Inc.
Westerville, OH |
Nov 05, 2024 Q3 2024 |
16,626
shares
|
$1.51 Million
1.01% of portfolio
|
Q3 2024
New holding
|
|
|
Aa Financial Advisors, LLC
Columbus, OH |
Jan 23, 2025 Q4 2024 |
15,753
shares
|
$1.43 Million
0.38% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
12,750
shares
|
$1.16 Million
0.0% of portfolio
|
Q3 2024
Added 25.36%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
12,162
shares
|
$1.11 Million
0.0% of portfolio
|
Q3 2024
Reduced 6.5%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
11,896
shares
|
$1.08 Million
0.0% of portfolio
|
Q3 2024
Reduced 21.08%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
11,303
shares
|
$1.03 Million
0.0% of portfolio
|
Q3 2024
Reduced 9.87%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Nov 12, 2024 Q3 2024 |
10,372
shares
|
$944,474
0.33% of portfolio
|
Q3 2024
Reduced 98.95%
|
|
|
Hbw Advisory Services LLC
|
Jan 10, 2025 Q4 2024 |
10,110
shares
|
$920,616
0.14% of portfolio
|
Q4 2024
Added 11.69%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
6,339
shares
|
$577,229
0.01% of portfolio
|
Q3 2024
Reduced 1.9%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
Nov 13, 2024 Q3 2024 |
5,975
shares
|
$544,083
0.0% of portfolio
|
Q2 2020
New holding
|
|
|
Montz Harcus Wealth Management LLC
|
Oct 24, 2024 Q3 2024 |
5,967
shares
|
$543,355
0.35% of portfolio
|
Q3 2024
Added 2.86%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 13, 2024 Q3 2024 |
5,481
shares
|
$499,099
0.02% of portfolio
|
Q3 2024
Reduced 2.18%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
4,569
shares
|
$416,053
0.0% of portfolio
|
Q3 2024
Reduced 0.35%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
4,108
shares
|
$374,074
0.0% of portfolio
|
Q3 2024
Reduced 3.84%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
3,889
shares
|
$354,132
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
3,842
shares
|
$349,852
0.01% of portfolio
|
Q3 2024
Added 4.77%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
3,338
shares
|
$303,958
0.01% of portfolio
|
Q4 2024
Reduced 0.63%
|
|
|
Independent Wealth Network Inc.
|
Jan 17, 2025 Q4 2024 |
2,988
shares
|
$272,087
0.11% of portfolio
|
Q4 2024
Added 40.55%
|
|
|
Central Trust CO
Jefferson City, MO |
Jan 24, 2025 Q4 2024 |
2,594
shares
|
$236,209
0.01% of portfolio
|
Q4 2024
Reduced 6.93%
|