Purchases and Sales Made in Q4 2021 in Invesco Actively (PSR)
This table provides information about the institutional ownership of Invesco Actively (PSR) during Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 08, 2022
Q4 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
16K+ 174.98% |
$1.66M - $1.92M
|
25.2K
$2.49M
|
|
|
Feb 14, 2022
Q4 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
12.4KNew |
$1.29M - $1.49M
|
12.4K
$1.23M
|
|
|
Jan 12, 2022
Q4 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
10.7K+ 133.21% |
$1.11M - $1.28M
|
18.7K
$1.85M
|
|
|
Feb 14, 2022
Q4 2021
|
Money Concepts Capital Corp
|
BUY
|
- |
9.8KNew |
$1.02M - $1.18M
|
9.8K
$970K
|
|
|
Feb 09, 2022
Q4 2021
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
5.2KNew |
$539K - $624K
|
5.2K
$515K
|
|
|
Feb 10, 2022
Q4 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
5KNew |
$518K - $600K
|
5K
$495K
|
|
|
Feb 09, 2022
Q4 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
3.33K+ 49.22% |
$345K - $400K
|
10.1K
$1M
|
|
|
Mar 24, 2022
Q4 2021
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
3.07KNew |
$318K - $369K
|
3.07K
$304K
|
|
|
Feb 14, 2022
Q4 2021
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.91KNew |
$302K - $350K
|
2.91K
$288K
|
|
|
Feb 11, 2022
Q4 2021
|
Advisor Resource Council
|
BUY
|
- |
2.48KNew |
$258K - $298K
|
2.48K
$246K
|
|
|
Feb 14, 2022
Q4 2021
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
2.39KNew |
$247K - $287K
|
2.39K
$236K
|
|
|
Oct 03, 2024
Q4 2021
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
BUY
|
- |
2.33KNew |
$242K - $280K
|
2.33K
$231K
|
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.26K+ 4.9% |
$235K - $272K
|
48.4K
$4.79M
|
|
|
Feb 10, 2022
Q4 2021
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
2.06KNew |
$214K - $248K
|
2.06K
$204K
|
|
|
Jan 19, 2022
Q4 2021
|
Brio Consultants, LLC
|
BUY
|
- |
1.91K+ 2.05% |
$198K - $230K
|
95K
$9.41M
|
|
|
Feb 14, 2022
Q4 2021
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
1.87KNew |
$194K - $224K
|
1.87K
$185K
|
|
|
Feb 09, 2022
Q4 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.82KNew |
$188K - $218K
|
1.82K
$180K
|
|
|
Feb 14, 2022
Q4 2021
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
1.74KNew |
$180K - $209K
|
1.74K
$172K
|
|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.63K+ 21.89% |
$169K - $196K
|
9.07K
$898K
|
|
|
Feb 08, 2022
Q4 2021
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
1.47K+ 43.01% |
$152K - $176K
|
4.87K
$482K
|
|
|
Feb 14, 2022
Q4 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
1.17K+ 15.88% |
$122K - $141K
|
8.57K
$848K
|
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
890+ 9.22% |
$92.3K - $107K
|
10.5K
$1.04M
|
|
|
Jan 21, 2022
Q4 2021
|
Global Retirement Partners, LLC
|
BUY
|
- |
835+ 596.43% |
$86.6K - $100K
|
975
$96.5K
|
|
|
Feb 15, 2022
Q4 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
830+ 14.01% |
$86.1K - $99.7K
|
6.75K
$669K
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
707+ 1.59% |
$73.3K - $84.9K
|
45K
$4.46M
|
|
|
Feb 01, 2022
Q4 2021
|
Field & Main Bank
|
BUY
|
- |
425+ 4.09% |
$44.1K - $51K
|
10.8K
$1.07M
|
|
|
Jan 19, 2022
Q4 2021
|
Hc Financial Advisors Inc
|
BUY
|
- |
281New |
$29.1K - $33.8K
|
281
$27.8K
|
|
|
Feb 14, 2022
Q4 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
204New |
$21.2K - $24.5K
|
204
$20.2K
|
|
|
Jan 24, 2022
Q4 2021
|
National Bank Of Canada
|
BUY
|
- |
191New |
$19.8K - $22.9K
|
191
$18.9K
|
|
|
Feb 10, 2022
Q4 2021
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
135New |
$14K - $16.2K
|
135
$13.4K
|
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
94+ 1.94% |
$9.75K - $11.3K
|
4.94K
$489K
|
|
|
Jan 14, 2022
Q4 2021
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
80+ 0.51% |
$8.29K - $9.61K
|
15.7K
$1.56M
|
|
|
Jan 14, 2022
Q4 2021
|
Cambridge Advisors Inc.
|
BUY
|
- |
73+ 2.8% |
$7.57K - $8.77K
|
2.68K
$266K
|
|
|
Feb 11, 2022
Q4 2021
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
36+ 1.02% |
$3.73K - $4.32K
|
3.57K
$354K
|
|
|
Jan 21, 2022
Q4 2021
|
Baystate Wealth Management LLC
|
BUY
|
- |
31New |
$3.21K - $3.72K
|
31
$3.07K
|
|
|
Feb 11, 2022
Q4 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
20New |
$2.07K - $2.4K
|
20
$1.98K
|
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
15+ 0.13% |
$1.56K - $1.8K
|
11.4K
$1.12M
|
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
BUY
|
- |
3New |
$311 - $360
|
3
$297
|
|
|
Feb 14, 2022
Q4 2021
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1- 0.05% |
$104 - $120
|
2.11K
$209K
|
|
|
Jan 13, 2022
Q4 2021
|
Moody National Bank Trust Division
|
SELL
|
- |
-92- 2.99% |
$9.54K - $11.1K
|
2.99K
$296K
|
|
|
Feb 10, 2022
Q4 2021
|
Independent Wealth Network Inc.
|
SELL
|
- |
-124- 6.14% |
$12.9K - $14.9K
|
1.9K
$188K
|
|
|
Jan 24, 2022
Q4 2021
|
Omega Financial Group, LLC
|
SELL
|
- |
-201- 9.17% |
$20.8K - $24.1K
|
1.99K
$197K
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-331- 8.08% |
$34.3K - $39.8K
|
3.77K
$373K
|
|
|
Jan 26, 2022
Q4 2021
|
Strategic Asset Management, LLC
|
SELL
|
- |
-351Closed |
$36.4K - $42.2K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-547- 17.2% |
$56.7K - $65.7K
|
2.63K
$261K
|
|
|
Feb 07, 2022
Q4 2021
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
SELL
|
- |
-610- 14.33% |
$63.2K - $73.3K
|
3.65K
$361K
|
|
|
Jan 26, 2022
Q4 2021
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-624- 8.27% |
$64.7K - $74.9K
|
6.92K
$686K
|
|
|
Jan 24, 2022
Q4 2021
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-788- 3.61% |
$81.7K - $94.6K
|
21.1K
$2.09M
|
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.04K- 98.95% |
$108K - $125K
|
11
$1.09K
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1.07K- 33.9% |
$111K - $129K
|
2.09K
$207K
|