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 $127 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Jan 27, 2025 Q4 2024 |
948,637
shares
|
$89.4 Million
0.18% of portfolio
|
Q4 2024
Reduced 98.86%
|
|
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
Feb 14, 2025 Q4 2024 |
48,490
shares
|
$4.57 Million
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
40,481
shares
|
$3.82 Million
0.0% of portfolio
|
Q4 2024
Reduced 4.43%
|
|
|
Merit Financial Group, LLC
|
Jan 15, 2025 Q4 2024 |
39,383
shares
|
$3.71 Million
0.06% of portfolio
|
Q4 2024
Reduced 3.13%
|
|
|
Koshinski Asset Management, Inc.
|
Jan 16, 2025 Q4 2024 |
31,106
shares
|
$2.93 Million
0.01% of portfolio
|
Q4 2024
Reduced 4.91%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
26,133
shares
|
$2.46 Million
0.0% of portfolio
|
Q4 2024
Reduced 13.56%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
18,232
shares
|
$1.72 Million
0.01% of portfolio
|
Q4 2024
Reduced 2.25%
|
|
|
Aa Financial Advisors, LLC
Columbus, OH |
Jan 23, 2025 Q4 2024 |
15,753
shares
|
$1.49 Million
0.38% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
14,308
shares
|
$1.35 Million
0.0% of portfolio
|
Q4 2024
Added 12.22%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
14,049
shares
|
$1.32 Million
0.0% of portfolio
|
Q4 2024
Added 18.1%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
12,800
shares
|
$1.21 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
12,172
shares
|
$1.15 Million
0.0% of portfolio
|
Q4 2024
Added 0.08%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
11,303
shares
|
$1.07 Million
0.0% of portfolio
|
Q3 2024
Reduced 9.87%
|
|
|
Hbw Advisory Services LLC
|
Jan 10, 2025 Q4 2024 |
10,110
shares
|
$953,271
0.14% of portfolio
|
Q4 2024
Added 11.69%
|
|
|
Swisher Financial Concepts, Inc.
Westerville, OH |
Feb 13, 2025 Q4 2024 |
9,845
shares
|
$928,285
1.09% of portfolio
|
Q4 2024
Reduced 40.79%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Feb 13, 2025 Q4 2024 |
9,394
shares
|
$885,760
0.02% of portfolio
|
Q4 2024
Added 317.88%
|
|
|
Virtu Financial LLC
New York, NY |
Feb 11, 2025 Q4 2024 |
7,494
shares
|
$706,609
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Montz Harcus Wealth Management LLC
|
Jan 29, 2025 Q4 2024 |
7,424
shares
|
$700,008
0.38% of portfolio
|
Q4 2024
Added 24.42%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
6,022
shares
|
$567,814
0.0% of portfolio
|
Q4 2024
Added 134.41%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
Feb 14, 2025 Q4 2024 |
5,975
shares
|
$563,382
0.0% of portfolio
|
Q2 2020
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
5,936
shares
|
$559,705
0.0% of portfolio
|
Q4 2024
Reduced 6.36%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Feb 13, 2025 Q4 2024 |
5,497
shares
|
$518,312
0.02% of portfolio
|
Q4 2024
Added 0.29%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
4,423
shares
|
$417,044
0.0% of portfolio
|
Q4 2024
Reduced 3.2%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
3,921
shares
|
$369,711
0.0% of portfolio
|
Q4 2024
Reduced 4.55%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
3,889
shares
|
$366,693
0.0% of portfolio
|
Q3 2021
New holding
|