Purchases and Sales Made in Q4 2022 in Invesco Actively (PSR)
This table provides information about the institutional ownership of Invesco Actively (PSR) during Q4 2022. 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 13, 2023
Q4 2022
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
159K+ 3158.82% |
$12.8M - $14.7M
|
164K
$16.4M
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
22.3K+ 31.37% |
$1.79M - $2.06M
|
93.4K
$9.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
20.7K+ 119.48% |
$1.65M - $1.91M
|
37.9K
$3.78M
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
20.6K+ 242.43% |
$1.65M - $1.91M
|
29.1K
$2.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
10.8K+ 44.98% |
$865K - $999K
|
34.8K
$3.46M
|
|
|
Feb 14, 2023
Q4 2022
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
10.6K+ 23.09% |
$848K - $980K
|
56.5K
$5.62M
|
|
|
Jan 12, 2023
Q4 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
9.42KNew |
$754K - $871K
|
9.42K
$937K
|
|
|
Feb 13, 2023
Q4 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
4.78K+ 882.99% |
$383K - $442K
|
5.32K
$529K
|
|
|
Jan 20, 2023
Q4 2022
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
4.77K+ 25.0% |
$382K - $441K
|
23.8K
$2.37M
|
|
|
Jan 13, 2023
Q4 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
4.09KNew |
$328K - $379K
|
4.09K
$407K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
3.48KNew |
$279K - $322K
|
3.48K
$347K
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.43KNew |
$274K - $317K
|
3.43K
$341K
|
|
|
Jan 26, 2023
Q4 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
2.59K+ 20.38% |
$208K - $240K
|
15.3K
$1.52M
|
|
|
Feb 13, 2023
Q4 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
2.37KNew |
$190K - $219K
|
2.37K
$236K
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.36KNew |
$189K - $218K
|
2.36K
$234K
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.02K+ 22.43% |
$162K - $187K
|
11K
$1.1M
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1.22K+ 24.97% |
$97.3K - $112K
|
6.08K
$605K
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
1.16K+ 146.15% |
$92.8K - $107K
|
1.95K
$194K
|
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
998+ 4.17% |
$79.9K - $92.3K
|
25K
$2.48M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
982+ 21.11% |
$78.7K - $90.8K
|
5.63K
$561K
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
865New |
$69.3K - $80K
|
865
$86.1K
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
784+ 7.29% |
$62.8K - $72.5K
|
11.5K
$1.15M
|
|
|
Feb 21, 2023
Q4 2022
|
Cva Family Office, LLC
|
BUY
|
- |
740+ 32.95% |
$59.3K - $68.5K
|
2.99K
$297K
|
|
|
Jan 20, 2023
Q4 2022
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
595+ 16.33% |
$47.7K - $55K
|
4.24K
$422K
|
|
|
Feb 01, 2023
Q4 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
544+ 12.41% |
$43.6K - $50.3K
|
4.93K
$491K
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
438New |
$35.1K - $40.5K
|
438
$43.6K
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
308+ 10.27% |
$24.7K - $28.5K
|
3.31K
$329K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
275+ 77.46% |
$22K - $25.4K
|
630
$62.7K
|
|
|
Oct 03, 2024
Q4 2022
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
BUY
|
- |
202+ 8.66% |
$16.2K - $18.7K
|
2.54K
$252K
|
|
|
Feb 23, 2023
Q4 2022
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
BUY
|
- |
176New |
$14.1K - $16.3K
|
176
$17.5K
|
|
|
Jan 02, 2024
Q4 2022
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
150New |
$12K - $13.9K
|
150
$14.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
142+ 5.91% |
$11.4K - $13.1K
|
2.54K
$253K
|
|
|
Jan 19, 2023
Q4 2022
|
Field & Main Bank
|
BUY
|
- |
125+ 1.08% |
$10K - $11.6K
|
11.7K
$1.16M
|
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
100New |
$8.01K - $9.25K
|
100
$9.96K
|
|
|
Feb 10, 2023
Q4 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
71+ 0.96% |
$5.69K - $6.57K
|
7.44K
$741K
|
|
|
Jan 12, 2023
Q4 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
34+ 0.31% |
$2.72K - $3.15K
|
11K
$1.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Pacific Sun Financial Corp
|
BUY
|
- |
8+ 0.32% |
$641 - $740
|
2.49K
$248K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
4New |
$320 - $370
|
4
$398
|
|
|
Jan 12, 2023
Q4 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
1+ 3.23% |
$80.1 - $92.5
|
32
$3.19K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 02, 2023
Q4 2022
|
Simplex Trading, LLC
|
SELL
|
- |
-1- 0.82% |
$80.1 - $92.5
|
121
$12K
|
|
|
Feb 13, 2023
Q4 2022
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2- 66.67% |
$160 - $185
|
1
$99.6
|
|
|
Feb 10, 2023
Q4 2022
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-25- 0.85% |
$2K - $2.31K
|
2.93K
$291K
|
|
|
Jan 11, 2023
Q4 2022
|
Moody National Bank Trust Division
|
SELL
|
- |
-124- 5.11% |
$9.93K - $11.5K
|
2.3K
$229K
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-131- 1.06% |
$10.5K - $12.1K
|
12.2K
$1.22M
|
|
|
Feb 14, 2023
Q4 2022
|
Arbor Capital Management Inc
Anchorage, AK |
SELL
|
- |
-198- 3.95% |
$15.9K - $18.3K
|
4.82K
$479K
|
|
|
Feb 10, 2023
Q4 2022
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
SELL
|
- |
-209- 6.04% |
$16.7K - $19.3K
|
3.25K
$323K
|
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-391- 3.68% |
$31.3K - $36.2K
|
10.2K
$1.02M
|
|
|
Feb 14, 2023
Q4 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-415- 11.46% |
$33.2K - $38.4K
|
3.21K
$319K
|
|
|
Jan 23, 2023
Q4 2022
|
Cambridge Advisors Inc.
|
SELL
|
- |
-433- 15.86% |
$34.7K - $40.1K
|
2.3K
$229K
|