Purchases and Sales Made in Q4 2024 in Invesco Actively (PSR)
This table provides information about the institutional ownership of Invesco Actively (PSR) during Q4 2024. 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 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
938K+ 9046.13% |
$83.5M - $93.4M
|
949K
$90.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
48.5KNew |
$4.32M - $4.83M
|
48.5K
$4.61M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
12.8KNew |
$1.14M - $1.27M
|
12.8K
$1.22M
|
|
|
Feb 11, 2025
Q4 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
7.49KNew |
$667K - $746K
|
7.49K
$713K
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
7.15K+ 317.88% |
$636K - $711K
|
9.39K
$893K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
3.45K+ 134.41% |
$307K - $344K
|
6.02K
$573K
|
|
|
Feb 13, 2025
Q4 2024
|
Integrity Wealth Advisors, Inc.
Ventura, CA |
BUY
|
- |
2.32KNew |
$207K - $231K
|
2.32K
$221K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.15K+ 18.1% |
$192K - $214K
|
14K
$1.34M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.56K+ 12.22% |
$139K - $155K
|
14.3K
$1.36M
|
|
|
Jan 29, 2025
Q4 2024
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
1.46K+ 24.42% |
$130K - $145K
|
7.42K
$706K
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
1.06K+ 11.69% |
$94.2K - $105K
|
10.1K
$961K
|
|
|
Jan 17, 2025
Q4 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
862+ 40.55% |
$76.7K - $85.8K
|
2.99K
$284K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
657+ 26.93% |
$58.5K - $65.4K
|
3.1K
$295K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
210+ 8.7% |
$18.7K - $20.9K
|
2.62K
$249K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
193New |
$17.2K - $19.2K
|
193
$18.4K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
164+ 630.77% |
$14.6K - $16.3K
|
190
$18.1K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
62+ 3.2% |
$5.52K - $6.17K
|
2K
$190K
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
BUY
|
- |
35New |
$3.12K - $3.48K
|
35
$3.33K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
23New |
$2.05K - $2.29K
|
23
$2.19K
|
|
|
Feb 03, 2025
Q4 2024
|
Pacific Sun Financial Corp
|
BUY
|
- |
18+ 0.73% |
$1.6K - $1.79K
|
2.5K
$238K
|
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
16+ 0.29% |
$1.42K - $1.59K
|
5.5K
$523K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
10+ 0.41% |
$890 - $996
|
2.45K
$233K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
10+ 0.08% |
$890 - $996
|
12.2K
$1.16M
|
|
|
Jan 23, 2025
Q4 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
8+ 0.05% |
$712 - $796
|
15.8K
$1.5M
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
6+ 0.41% |
$534 - $597
|
1.47K
$140K
|
|
|
Feb 14, 2025
Q4 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
3+ 0.67% |
$267 - $299
|
453
$43.1K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
1+ 1.08% |
$89 - $99.6
|
94
$8.94K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 16, 2025
Q4 2024
|
Cambridge Advisors Inc.
|
SELL
|
- |
-11- 0.49% |
$979 - $1.1K
|
2.23K
$212K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-21- 0.63% |
$1.87K - $2.09K
|
3.34K
$317K
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-146- 3.2% |
$13K - $14.5K
|
4.42K
$421K
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-183- 99.46% |
$16.3K - $18.2K
|
1
$95.1
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-187- 4.55% |
$16.6K - $18.6K
|
3.92K
$373K
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-193- 6.93% |
$17.2K - $19.2K
|
2.59K
$247K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-403- 6.36% |
$35.9K - $40.1K
|
5.94K
$565K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-419- 2.25% |
$37.3K - $41.7K
|
18.2K
$1.73M
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-425- 11.06% |
$37.8K - $42.3K
|
3.42K
$325K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-1.27K- 3.13% |
$113K - $127K
|
39.4K
$3.75M
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.61K- 4.91% |
$143K - $160K
|
31.1K
$2.96M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-1.88K- 4.43% |
$167K - $187K
|
40.5K
$3.85M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-4.1K- 13.56% |
$365K - $408K
|
26.1K
$2.49M
|
|
|
Feb 13, 2025
Q4 2024
|
Swisher Financial Concepts, Inc.
Westerville, OH |
SELL
|
- |
-6.78K- 40.79% |
$604K - $675K
|
9.85K
$936K
|
|
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-938K- 98.86% |
$83.5M - $93.4M
|
10.8K
$1.02M
|