Institutional Ownership Invesco Actively (PSR)
This table provides information about the institutional ownership of Invesco Actively (PSR). We have compiled data on the 59 institutions that hold shares in the stock, with a total of 1.37 Million shares, which have been reported (via 13F filing form) to have a value of $131 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Aug 06, 2024 Q2 2024 |
986,962
shares
|
$94.2 Million
0.02% of portfolio
|
Q2 2024
Added 9259.53%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
44,634
shares
|
$4.26 Million
0.0% of portfolio
|
Q2 2024
Reduced 14.15%
|
|
|
Merit Financial Group, LLC
|
Oct 17, 2024 Q3 2024 |
40,655
shares
|
$3.88 Million
0.09% of portfolio
|
Q3 2024
Added 1058.26%
|
|
|
Koshinski Asset Management, Inc.
|
Oct 10, 2024 Q3 2024 |
32,712
shares
|
$3.12 Million
0.29% of portfolio
|
Q3 2024
Added 1.35%
|
|
|
Morgan Stanley
New York, NY |
Oct 17, 2024 Q2 2024 |
27,810
shares
|
$2.65 Million
0.0% of portfolio
|
Q2 2024
Added 1.1%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 09, 2024 Q2 2024 |
20,320
shares
|
$1.94 Million
0.01% of portfolio
|
Q2 2024
Added 1.11%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 15, 2024 Q2 2024 |
18,894
shares
|
$1.8 Million
0.0% of portfolio
|
Q2 2024
Added 44.95%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2024 Q2 2024 |
18,404
shares
|
$1.76 Million
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Aa Financial Advisors, LLC
Columbus, OH |
Oct 18, 2024 Q3 2024 |
15,745
shares
|
$1.5 Million
0.45% of portfolio
|
Q3 2024
Added 2.31%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
15,073
shares
|
$1.44 Million
0.0% of portfolio
|
Q2 2024
Reduced 16.97%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 13, 2024 Q2 2024 |
14,317
shares
|
$1.37 Million
0.02% of portfolio
|
Q2 2024
Added 120.09%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
13,008
shares
|
$1.24 Million
0.0% of portfolio
|
Q2 2024
Reduced 4.88%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
11,303
shares
|
$1.08 Million
0.0% of portfolio
|
Q3 2024
Reduced 9.87%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 22, 2024 Q2 2024 |
10,171
shares
|
$970,415
0.0% of portfolio
|
Q2 2024
Added 26.98%
|
|
|
Hbw Advisory Services LLC
|
Oct 04, 2024 Q3 2024 |
9,052
shares
|
$863,651
0.14% of portfolio
|
Q3 2024
Added 0.37%
|
|
|
Invesco Ltd.
Atlanta, GA |
Aug 13, 2024 Q2 2024 |
8,534
shares
|
$814,228
0.0% of portfolio
|
Q2 2024
Added 244.81%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2024 Q2 2024 |
8,455
shares
|
$806,691
0.0% of portfolio
|
Q2 2024
Reduced 6.35%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 08, 2024 Q2 2024 |
6,462
shares
|
$616,539
0.01% of portfolio
|
Q2 2024
Reduced 85.37%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
Aug 14, 2024 Q2 2024 |
5,975
shares
|
$570,074
0.0% of portfolio
|
Q2 2020
New holding
|
|
|
Montz Harcus Wealth Management LLC
|
Oct 24, 2024 Q3 2024 |
5,967
shares
|
$569,311
0.35% of portfolio
|
Q3 2024
Added 2.86%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Aug 13, 2024 Q2 2024 |
5,603
shares
|
$534,582
0.02% of portfolio
|
Q2 2024
Added 0.5%
|
|
|
Arbor Capital Management Inc
Anchorage, AK |
Aug 06, 2024 Q2 2024 |
5,411
shares
|
$516,263
0.42% of portfolio
|
Q2 2024
Added 9.53%
|
|
|
Virtu Financial LLC
New York, NY |
Aug 09, 2024 Q2 2024 |
5,228
shares
|
$498,803
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
4,585
shares
|
$437,454
0.0% of portfolio
|
Q2 2024
Added 11.69%
|
|
|
Geneos Wealth Management Inc.
|
Jul 23, 2024 Q2 2024 |
4,235
shares
|
$404,061
0.02% of portfolio
|
Q2 2024
Reduced 11.01%
|