Purchases and Sales Made in Q2 2023 in Invesco Actively (PSR)
This table provides information about the institutional ownership of Invesco Actively (PSR) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 04, 2023
Q2 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
93.1K+ 131.95% |
$7.54M - $8.15M
|
164K
$16.3M
|
|
|
Jul 28, 2023
Q2 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
38.8KNew |
$3.14M - $3.4M
|
38.8K
$3.86M
|
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
9.68K+ 144.79% |
$784K - $848K
|
16.4K
$1.63M
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
8.26K+ 141.76% |
$670K - $724K
|
14.1K
$1.4M
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
4.51K+ 51.16% |
$366K - $395K
|
13.3K
$1.33M
|
|
|
Jul 21, 2023
Q2 2023
|
Hedeker Wealth, LLC
|
BUY
|
- |
3.38K+ 9.01% |
$274K - $296K
|
40.9K
$4.07M
|
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
3.24K+ 41.4% |
$263K - $284K
|
11.1K
$1.1M
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
3.1K+ 39.67% |
$251K - $271K
|
10.9K
$1.09M
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.02K+ 124.01% |
$245K - $265K
|
5.46K
$543K
|
|
|
Aug 11, 2023
Q2 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
2.67KNew |
$216K - $234K
|
2.67K
$265K
|
|
|
Aug 14, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
2.62K+ 42.44% |
$212K - $229K
|
8.79K
$875K
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
1.81K+ 20.1% |
$146K - $158K
|
10.8K
$1.07M
|
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.15K+ 7.08% |
$93K - $101K
|
17.4K
$1.73M
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
536+ 4.54% |
$43.4K - $47K
|
12.4K
$1.23M
|
|
|
Jul 13, 2023
Q2 2023
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
441+ 3.39% |
$35.7K - $38.6K
|
13.4K
$1.34M
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
328+ 0.82% |
$26.6K - $28.7K
|
40.1K
$4M
|
|
|
Aug 11, 2023
Q2 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
310+ 5.89% |
$25.1K - $27.2K
|
5.57K
$555K
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
280+ 4.31% |
$22.7K - $24.5K
|
6.77K
$674K
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
BUY
|
- |
178New |
$14.4K - $15.6K
|
178
$17.7K
|
|
|
Aug 08, 2023
Q2 2023
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
115+ 2.75% |
$9.32K - $10.1K
|
4.29K
$427K
|
|
|
Sep 06, 2023
Q2 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
91+ 1.57% |
$7.37K - $7.97K
|
5.88K
$586K
|
|
|
Jul 11, 2023
Q2 2023
|
Pacific Sun Financial Corp
|
BUY
|
- |
80+ 3.21% |
$6.48K - $7.01K
|
2.57K
$256K
|
|
|
Jul 21, 2023
Q2 2023
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
59+ 1.22% |
$4.78K - $5.17K
|
4.88K
$486K
|
|
|
Aug 10, 2023
Q2 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
58+ 2.45% |
$4.7K - $5.08K
|
2.42K
$241K
|
|
|
Jul 26, 2023
Q2 2023
|
Field & Main Bank
|
BUY
|
- |
40+ 0.31% |
$3.24K - $3.5K
|
13.1K
$1.31M
|
|
|
Jul 25, 2023
Q2 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
32New |
$2.59K - $2.8K
|
32
$3.19K
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Advisors Inc.
|
BUY
|
- |
17+ 0.73% |
$1.38K - $1.49K
|
2.34K
$232K
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
7+ 0.74% |
$567 - $613
|
958
$95.4K
|
|
|
Jul 10, 2023
Q2 2023
|
Cva Family Office, LLC
|
BUY
|
- |
6+ 0.2% |
$486 - $526
|
3K
$298K
|
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-46- 29.11% |
$3.73K - $4.03K
|
112
$11.1K
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-274- 0.75% |
$22.2K - $24K
|
36.4K
$3.62M
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-484- 2.18% |
$39.2K - $42.4K
|
21.7K
$2.16M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-651- 4.6% |
$52.8K - $57K
|
13.5K
$1.34M
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
SELL
|
- |
-691- 19.73% |
$56K - $60.5K
|
2.81K
$280K
|
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.31K- 12.82% |
$106K - $114K
|
8.89K
$885K
|
|
|
Aug 11, 2023
Q2 2023
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-1.46K- 24.48% |
$118K - $128K
|
4.5K
$448K
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.82K- 9.5% |
$147K - $159K
|
17.3K
$1.73M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.86K- 32.92% |
$151K - $163K
|
3.79K
$377K
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-2.05K- 7.7% |
$166K - $179K
|
24.6K
$2.45M
|
|
|
Aug 16, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-2.97K- 33.83% |
$241K - $261K
|
5.82K
$579K
|
|
|
Jul 26, 2023
Q2 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-4.24K- 24.68% |
$344K - $372K
|
12.9K
$1.29M
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-4.87K- 55.16% |
$395K - $427K
|
3.96K
$394K
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-7.11K- 8.76% |
$576K - $623K
|
74K
$7.37M
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-8.48K- 30.96% |
$687K - $742K
|
18.9K
$1.88M
|
|
|
Jul 26, 2023
Q2 2023
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-18.2K- 74.42% |
$1.47M - $1.59M
|
6.25K
$622K
|