Avantax Advisory Services, Inc. Invesco Actively Transaction History

Avantax Advisory Services, Inc.

$16 Billion
Q1 2025

A detailed history of Avantax Advisory Services, Inc. transactions in Invesco Actively stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 18,677 shares of PSR stock, worth $1.71 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

18,677

Previous 18,232 2.44%

Holding current value

$1.71 Million

Previous $1.65 Million 4.98%

% of portfolio

0.01%

Previous 0.01%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 06, 2025	BUY	$86.57 - $95.84 $38,523 - $42,648	445 Added 2.44%	18,677 $1.73 Million
Q4 2024 Feb 07, 2025	SELL	$89.02 - $99.55 $37,299 - $41,711	-419 Reduced 2.25%	18,232 $1.65 Million
Q3 2024 Nov 13, 2024	SELL	$84.82 - $99.93 $141,564 - $166,783	-1,669 Reduced 8.21%	18,651 $1.84 Million
Q2 2024 Aug 09, 2024	BUY	$80.01 - $87.58 $17,922 - $19,617	224 Added 1.11%	20,320 $1.74 Million
Q1 2024 May 08, 2024	BUY	$84.85 - $92.36 $136,523 - $148,607	1,609 Added 8.7%	20,096 $1.77 Million
Q4 2023 Feb 07, 2024	SELL	$74.46 - $92.44 $534,027 - $662,979	-7,172 Reduced 27.95%	18,487 $1.69 Million
Q3 2023 Nov 07, 2023	BUY	$77.89 - $89.91 $84,510 - $97,552	1,085 Added 4.42%	25,659 $2.03 Million
Q2 2023 Aug 11, 2023	SELL	$81.03 - $87.6 $166,030 - $179,492	-2,049 Reduced 7.7%	24,574 $2.13 Million
Q1 2023 Apr 28, 2023	BUY	$81.31 - $98.72 $135,869 - $164,961	1,671 Added 6.7%	26,623 $2.33 Million
Q4 2022 Feb 13, 2023	BUY	$80.1 - $92.51 $79,939 - $92,324	998 Added 4.17%	24,952 $2.17 Million
Q3 2022 Nov 01, 2022	BUY	$83.76 - $106.61 $33,504 - $42,644	400 Added 1.7%	23,954 $2.03 Million
Q2 2022 Aug 02, 2022	BUY	$91.8 - $116.42 $64,902 - $82,308	707 Added 3.09%	23,554 $2.25 Million
Q1 2022 Apr 27, 2022	BUY	$101.92 - $118.93 $182,436 - $212,884	1,790 Added 8.5%	22,847 $2.55 Million
Q4 2021 Jan 24, 2022	SELL	$103.68 - $120.11 $81,699 - $94,646	-788 Reduced 3.61%	21,057 $2.53 Million
Q3 2021 Oct 21, 2021	BUY	$103.12 - $113.01 $110,854 - $121,485	1,075 Added 5.18%	21,845 $2.25 Million
Q2 2021 Jul 29, 2021	BUY	$95.16 - $107.21 $124,564 - $140,337	1,309 Added 6.73%	20,770 $2.15 Million
Q1 2021 May 13, 2021	BUY	$83.36 - $94.33 $217,069 - $245,635	2,604 Added 15.45%	19,461 $1.82 Million
Q4 2020 Jan 22, 2021	BUY	$77.92 - $88.18 $23,921 - $27,071	307 Added 1.85%	16,857 $1.46 Million
Q3 2020 Oct 14, 2020	BUY	$77.74 - $85.51 $155,790 - $171,362	2,004 Added 13.78%	16,550 $1.34 Million
Q2 2020 Aug 06, 2020	BUY	$66.23 - $88.56 $34,836 - $46,582	526 Added 3.75%	14,546 $1.17 Million
Q1 2020 Apr 30, 2020	SELL	$58.79 - $103.07 $17,578 - $30,817	-299 Reduced 2.09%	14,020 $1.01 Million
Q4 2019 Feb 14, 2020	BUY	$92.6 - $98.07 $1.33 Million - $1.4 Million	14,319 New	14,319 $1.37 Million

Others Institutions Holding PSR

# of Institutions

Shares Held

321K

Call Options Held

Put Options Held

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About INVESCO ACTIVELY

Ticker PSR
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Avantax Advisory Services, Inc. Invesco Actively Transaction History