Institutional Ownership Invesco Actively (PSR)
This table provides information about the institutional ownership of Invesco Actively (PSR). We have compiled data on the 60 institutions that hold shares in the stock, with a total of 321,331 shares, which have been reported (via 13F filing form) to have a value of $29.5 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Koshinski Asset Management, Inc.
|
Apr 25, 2025 Q1 2025 |
32,208
shares
|
$2.96 Million
0.25% of portfolio
|
Q1 2025
Added 3.54%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
26,353
shares
|
$2.42 Million
0.0% of portfolio
|
Q1 2025
Added 0.84%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
24,432
shares
|
$2.24 Million
0.0% of portfolio
|
Q1 2025
Reduced 39.65%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
18,677
shares
|
$1.71 Million
0.01% of portfolio
|
Q1 2025
Added 2.44%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
17,565
shares
|
$1.61 Million
0.0% of portfolio
|
Q1 2025
Added 22.76%
|
|
|
Aa Financial Advisors, LLC
Columbus, OH |
Apr 17, 2025 Q1 2025 |
14,336
shares
|
$1.32 Million
0.32% of portfolio
|
Q1 2025
Reduced 9.0%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
14,262
shares
|
$1.31 Million
0.0% of portfolio
|
Q1 2025
Added 11.42%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
14,004
shares
|
$1.29 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.32%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
11,381
shares
|
$1.04 Million
0.0% of portfolio
|
Q4 2024
Added 8.67%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Apr 28, 2025 Q1 2025 |
11,375
shares
|
$1.04 Million
0.2% of portfolio
|
Q1 2025
Added 5.54%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
11,303
shares
|
$1.04 Million
0.0% of portfolio
|
Q3 2024
Reduced 9.87%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2025 Q1 2025 |
10,762
shares
|
$988,059
0.03% of portfolio
|
Q1 2025
Added 14.56%
|
|
|
Hbw Advisory Services LLC
|
Apr 09, 2025 Q1 2025 |
10,660
shares
|
$978,694
0.15% of portfolio
|
Q1 2025
Added 5.44%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
8,938
shares
|
$820,597
0.0% of portfolio
|
Q1 2025
Added 347.57%
|
|
|
Montz Harcus Wealth Management LLC
|
Apr 21, 2025 Q1 2025 |
8,281
shares
|
$760,278
0.42% of portfolio
|
Q1 2025
Added 11.54%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
5,975
shares
|
$548,564
0.0% of portfolio
|
Q2 2020
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
5,828
shares
|
$535,068
0.0% of portfolio
|
Q1 2025
Reduced 1.82%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
May 12, 2025 Q1 2025 |
5,086
shares
|
$466,945
0.02% of portfolio
|
Q1 2025
Reduced 7.48%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
5,062
shares
|
$464,742
0.0% of portfolio
|
Q1 2025
Added 14.45%
|
|
|
Merit Financial Group, LLC
|
Apr 09, 2025 Q1 2025 |
4,997
shares
|
$458,774
0.01% of portfolio
|
Q1 2025
Reduced 87.31%
|
|
|
Swisher Financial Concepts, Inc.
Westerville, OH |
Apr 09, 2025 Q1 2025 |
4,550
shares
|
$417,735
0.38% of portfolio
|
Q1 2025
Reduced 53.78%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
4,082
shares
|
$374,768
0.0% of portfolio
|
Q1 2025
Reduced 98.37%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
4,078
shares
|
$374,401
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Goldman Sachs Group Inc
New York, NY |
May 16, 2025 Q1 2025 |
3,899
shares
|
$357,967
0.0% of portfolio
|
Q1 2025
Added 0.26%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
3,620
shares
|
$332,352
0.01% of portfolio
|
Q1 2025
Added 5.94%
|