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 |
|---|---|---|---|---|---|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
3,461
shares
|
$317,754
0.0% of portfolio
|
Q1 2025
Reduced 11.73%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
3,221
shares
|
$295,720
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
May 15, 2025 Q1 2025 |
3,172
shares
|
$291,221
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Independent Wealth Network Inc.
|
May 02, 2025 Q1 2025 |
3,134
shares
|
$287,732
0.12% of portfolio
|
Q1 2025
Added 4.89%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
2,849
shares
|
$261,566
0.0% of portfolio
|
Q1 2025
Reduced 52.69%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
2,830
shares
|
$259,822
0.01% of portfolio
|
Q1 2025
Reduced 13.08%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
2,655
shares
|
$243,755
0.0% of portfolio
|
Q1 2025
Added 8.19%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
2,635
shares
|
$241,919
0.0% of portfolio
|
Q1 2025
Added 0.46%
|
|
|
Pacific Sun Financial Corp
|
Apr 16, 2025 Q1 2025 |
2,565
shares
|
$235,492
0.14% of portfolio
|
Q1 2025
Added 2.6%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
2,548
shares
|
$233,931
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Advisor Os, LLC
|
May 06, 2025 Q1 2025 |
2,290
shares
|
$210,244
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Integrity Wealth Advisors, Inc.
Ventura, CA |
Jun 02, 2025 Q1 2025 |
2,241
shares
|
$205,746
0.15% of portfolio
|
Q1 2025
Reduced 3.53%
|
|
|
Central Trust CO
Jefferson City, MO |
Apr 18, 2025 Q1 2025 |
1,696
shares
|
$155,709
0.0% of portfolio
|
Q1 2025
Reduced 34.62%
|
|
|
Cva Family Office, LLC
|
Apr 16, 2025 Q1 2025 |
1,477
shares
|
$135,603
0.02% of portfolio
|
Q1 2025
Added 0.41%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
613
shares
|
$56,279
0.0% of portfolio
|
Q2 2024
Added 12.48%
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
512
shares
|
$47,006
0.16% of portfolio
|
Q2 2022
New holding
|
|
|
Main Street Group, LTD
Glen Allen, VA |
May 14, 2025 Q1 2025 |
418
shares
|
$38,376
0.02% of portfolio
|
Q1 2025
Reduced 7.73%
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
281
shares
|
$25,798
0.02% of portfolio
|
Q4 2021
New holding
|
|
|
Cx Institutional
|
Apr 15, 2025 Q1 2025 |
239
shares
|
$21,942
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
190
shares
|
$17,443
0.0% of portfolio
|
Q4 2024
Added 630.77%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
100
shares
|
$9,181
0.0% of portfolio
|
Q3 2023
Reduced 10.71%
|
|
|
Independence Bank Of Kentucky
|
Apr 11, 2025 Q1 2025 |
100
shares
|
$9,181
0.0% of portfolio
|
Q3 2020
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
89
shares
|
$8,171
0.0% of portfolio
|
Q3 2024
Added 1.14%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
65
shares
|
$5,967
0.0% of portfolio
|
Q1 2025
Reduced 66.32%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
54
shares
|
$4,957
0.0% of portfolio
|
Q1 2025
New holding
|