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 |
|---|---|---|---|---|---|---|---|
|
Jan 20, 2023
Q4 2022
|
Hedeker Wealth, LLC
|
SELL
|
- |
-664- 1.64% |
$53.2K - $61.4K
|
39.8K
$3.97M
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-988- 10.2% |
$79.1K - $91.4K
|
8.7K
$866K
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.04K- 45.79% |
$83.6K - $96.6K
|
1.24K
$123K
|
|
|
Feb 14, 2023
Q4 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-1.46K- 17.92% |
$117K - $135K
|
6.71K
$668K
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.39K- 10.38% |
$192K - $221K
|
20.7K
$2.06M
|
|
|
Feb 09, 2023
Q4 2022
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-3.25K- 27.76% |
$260K - $301K
|
8.46K
$842K
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-3.46K- 8.61% |
$277K - $320K
|
36.8K
$3.66M
|
|
|
Feb 03, 2023
Q4 2022
|
Cx Institutional
|
SELL
|
- |
-5.65K- 56.22% |
$453K - $523K
|
4.4K
$438K
|