Purchases and Sales Made in Q1 2023 in Invesco Actively (PSR)
This table provides information about the institutional ownership of Invesco Actively (PSR) during Q1 2023. The information is specifically focused on institutions that hold shares of INVESCO ACTIVELY.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 12, 2023
Q1 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
14.1K+ 24.95% |
$1.15M - $1.39M
|
70.6K
$6.99M
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
8.99KNew |
$731K - $887K
|
8.99K
$890K
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
8.82KNew |
$717K - $871K
|
8.82K
$873K
|
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
6.8K+ 72.26% |
$553K - $672K
|
16.2K
$1.61M
|
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
6.68KNew |
$543K - $660K
|
6.68K
$662K
|
|
|
Sep 06, 2023
Q1 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
5.79KNew |
$471K - $572K
|
5.79K
$574K
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
4.5K+ 136.09% |
$366K - $444K
|
7.81K
$773K
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3.04K+ 8.26% |
$247K - $300K
|
39.8K
$3.94M
|
|
|
May 12, 2023
Q1 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
2.6KNew |
$211K - $257K
|
2.6K
$257K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.94K+ 15.91% |
$158K - $192K
|
14.2K
$1.4M
|
|
|
Apr 19, 2023
Q1 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
1.87K+ 12.2% |
$152K - $185K
|
17.2K
$1.7M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.85K+ 5.3% |
$150K - $182K
|
36.6K
$3.63M
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.67K+ 6.7% |
$136K - $165K
|
26.6K
$2.64M
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
1.55K+ 79.41% |
$126K - $153K
|
3.5K
$347K
|
|
|
Apr 19, 2023
Q1 2023
|
Field & Main Bank
|
BUY
|
- |
1.41K+ 12.07% |
$115K - $139K
|
13.1K
$1.3M
|
|
|
Apr 26, 2023
Q1 2023
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
600+ 2.52% |
$48.8K - $59.2K
|
24.4K
$2.42M
|
|
|
Apr 10, 2023
Q1 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
586+ 5.31% |
$47.6K - $57.8K
|
11.6K
$1.15M
|
|
|
Apr 25, 2023
Q1 2023
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
579+ 13.66% |
$47.1K - $57.2K
|
4.82K
$477K
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
500+ 9.38% |
$40.7K - $49.4K
|
5.83K
$577K
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
414+ 6.81% |
$33.7K - $40.9K
|
6.49K
$643K
|
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
382+ 5.13% |
$31.1K - $37.7K
|
7.83K
$775K
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
280+ 2.43% |
$22.8K - $27.6K
|
11.8K
$1.17M
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
272New |
$22.1K - $26.9K
|
272
$26.9K
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
150New |
$12.2K - $14.8K
|
150
$14.9K
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
144New |
$11.7K - $14.2K
|
144
$14.3K
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
100New |
$8.13K - $9.87K
|
100
$9.9K
|
|
|
Apr 13, 2023
Q1 2023
|
Cambridge Advisors Inc.
|
BUY
|
- |
21+ 0.91% |
$1.71K - $2.07K
|
2.32K
$230K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
18New |
$1.46K - $1.78K
|
18
$1.78K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
11+ 0.2% |
$894 - $1.09K
|
5.64K
$559K
|
|
|
Apr 26, 2023
Q1 2023
|
Cva Family Office, LLC
|
BUY
|
- |
5+ 0.17% |
$407 - $494
|
2.99K
$296K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1- 0.63% |
$81.3 - $98.7
|
158
$15.6K
|
|
|
May 05, 2023
Q1 2023
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
SELL
|
- |
-7- 0.22% |
$569 - $691
|
3.24K
$321K
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-30- 0.29% |
$2.44K - $2.96K
|
10.2K
$1.01M
|
|
|
Apr 25, 2023
Q1 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-32Closed |
$2.6K - $3.16K
|
0
$0
|
|
|
May 10, 2023
Q1 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-55- 1.03% |
$4.47K - $5.43K
|
5.26K
$521K
|
|
|
Apr 12, 2023
Q1 2023
|
National Bank Of Canada
|
SELL
|
- |
-95- 73.08% |
$7.72K - $9.38K
|
35
$3.47K
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-285- 23.06% |
$23.2K - $28.1K
|
951
$94.2K
|
|
|
May 15, 2023
Q1 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-291- 9.07% |
$23.7K - $28.7K
|
2.92K
$289K
|
|
|
May 15, 2023
Q1 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-536- 7.99% |
$43.6K - $52.9K
|
6.17K
$611K
|
|
|
May 15, 2023
Q1 2023
|
Arbor Capital Management Inc
Anchorage, AK |
SELL
|
- |
-639- 13.27% |
$52K - $63.1K
|
4.18K
$414K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-973- 27.94% |
$79.1K - $96.1K
|
2.51K
$249K
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-989- 28.88% |
$80.4K - $97.6K
|
2.44K
$241K
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.5K- 7.26% |
$122K - $148K
|
19.2K
$1.9M
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.75K- 6.0% |
$142K - $172K
|
27.4K
$2.71M
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-2.19K- 19.88% |
$178K - $216K
|
8.83K
$875K
|
|
|
Apr 18, 2023
Q1 2023
|
Hedeker Wealth, LLC
|
SELL
|
- |
-2.28K- 5.73% |
$186K - $225K
|
37.5K
$3.72M
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-5.46K- 62.77% |
$444K - $539K
|
3.24K
$321K
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-12.2K- 13.09% |
$994K - $1.21M
|
81.2K
$8.04M
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-15.8K- 41.52% |
$1.28M - $1.55M
|
22.2K
$2.2M
|