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 |
|---|---|---|---|---|---|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
53
shares
|
$4,865
0.0% of portfolio
|
Q1 2025
Reduced 43.62%
|
|
|
National Bank Of Canada
|
May 12, 2025 Q1 2025 |
35
shares
|
$3,213
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 01, 2025 Q1 2025 |
33
shares
|
$3,029
0.0% of portfolio
|
Q3 2024
Added 3.13%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
23
shares
|
$2,111
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
22
shares
|
$2,019
0.0% of portfolio
|
Q1 2022
Reduced 43.59%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
May 14, 2025 Q1 2025 |
10
shares
|
$918
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Riggs Asset Managment Co. Inc.
|
Apr 29, 2025 Q1 2025 |
5
shares
|
$459
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
1
shares
|
$91
0.0% of portfolio
|
Q4 2024
Reduced 99.46%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|