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 356,065 shares, which have been reported (via 13F filing form) to have a value of $35.3 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pacific Sun Financial Corp
|
Oct 09, 2024 Q3 2024 |
2,482
shares
|
$245,767
0.14% of portfolio
|
Q3 2024
Reduced 2.74%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
2,444
shares
|
$242,004
0.0% of portfolio
|
Q3 2024
Reduced 12.78%
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
2,440
shares
|
$241,608
0.0% of portfolio
|
Q3 2024
Added 143.03%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
2,413
shares
|
$238,935
0.0% of portfolio
|
Q3 2024
Added 0.5%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2024 Q3 2024 |
2,248
shares
|
$222,596
0.01% of portfolio
|
Q3 2024
Reduced 84.3%
|
|
|
Cambridge Advisors Inc.
|
Oct 23, 2024 Q3 2024 |
2,241
shares
|
$221,903
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Independent Wealth Network Inc.
|
Oct 15, 2024 Q3 2024 |
2,126
shares
|
$210,516
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
1,935
shares
|
$191,603
0.0% of portfolio
|
Q3 2024
Added 1.31%
|
|
|
Cva Family Office, LLC
|
Oct 10, 2024 Q3 2024 |
1,465
shares
|
$145,064
0.02% of portfolio
|
Q3 2024
Added 0.34%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
1,180
shares
|
$116,843
0.0% of portfolio
|
Q3 2024
Added 37.53%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
935
shares
|
$92,583
0.0% of portfolio
|
Q2 2024
Reduced 3.21%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
613
shares
|
$60,699
0.0% of portfolio
|
Q2 2024
Added 12.48%
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
512
shares
|
$50,698
0.16% of portfolio
|
Q2 2022
New holding
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Nov 13, 2024 Q3 2024 |
450
shares
|
$44,559
0.02% of portfolio
|
Q3 2024
Added 0.45%
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
281
shares
|
$27,824
0.02% of portfolio
|
Q4 2021
New holding
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Nov 14, 2024 Q3 2024 |
250
shares
|
$24,755
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Oct 18, 2024 Q3 2024 |
184
shares
|
$18,219
0.01% of portfolio
|
Q3 2024
Added 27.78%
|
|
|
Independence Bank Of Kentucky
|
Oct 09, 2024 Q3 2024 |
100
shares
|
$9,902
0.0% of portfolio
|
Q3 2020
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
100
shares
|
$9,902
0.0% of portfolio
|
Q3 2023
Reduced 10.71%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
89
shares
|
$8,812
0.0% of portfolio
|
Q3 2024
Added 1.14%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
40
shares
|
$3,960
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Nov 15, 2024 Q3 2024 |
33
shares
|
$3,267
0.0% of portfolio
|
Q3 2024
Added 3.13%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
26
shares
|
$2,574
0.0% of portfolio
|
Q1 2024
Added 62.5%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
22
shares
|
$2,178
0.0% of portfolio
|
Q1 2022
Reduced 43.59%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Oct 25, 2024 Q3 2024 |
13
shares
|
$1,287
0.0% of portfolio
|
Q2 2024
New holding
|