Institutional Ownership Invesco Actively (PSR)
This table provides information about the institutional ownership of Invesco Actively (PSR). We have compiled data on the 59 institutions that hold shares in the stock, with a total of 358,083 shares, which have been reported (via 13F filing form) to have a value of $32.6 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
Feb 14, 2025 Q4 2024 |
48,490
shares
|
$4.42 Million
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Koshinski Asset Management, Inc.
|
Apr 25, 2025 Q1 2025 |
32,208
shares
|
$2.94 Million
0.25% of portfolio
|
Q1 2025
Added 3.54%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
26,133
shares
|
$2.38 Million
0.0% of portfolio
|
Q4 2024
Reduced 13.56%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
24,432
shares
|
$2.23 Million
0.0% of portfolio
|
Q1 2025
Reduced 39.65%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
18,677
shares
|
$1.7 Million
0.01% of portfolio
|
Q1 2025
Added 2.44%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
17,565
shares
|
$1.6 Million
0.0% of portfolio
|
Q1 2025
Added 22.76%
|
|
|
Aa Financial Advisors, LLC
Columbus, OH |
Apr 17, 2025 Q1 2025 |
14,336
shares
|
$1.31 Million
0.32% of portfolio
|
Q1 2025
Reduced 9.0%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
14,049
shares
|
$1.28 Million
0.0% of portfolio
|
Q4 2024
Added 18.1%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
12,800
shares
|
$1.17 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
12,172
shares
|
$1.11 Million
0.0% of portfolio
|
Q4 2024
Added 0.08%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Apr 28, 2025 Q1 2025 |
11,375
shares
|
$1.04 Million
0.2% of portfolio
|
Q1 2025
Added 5.54%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
11,303
shares
|
$1.03 Million
0.0% of portfolio
|
Q3 2024
Reduced 9.87%
|
|
|
Hbw Advisory Services LLC
|
Apr 09, 2025 Q1 2025 |
10,660
shares
|
$971,872
0.15% of portfolio
|
Q1 2025
Added 5.44%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Feb 13, 2025 Q4 2024 |
9,394
shares
|
$856,450
0.02% of portfolio
|
Q4 2024
Added 317.88%
|
|
|
Montz Harcus Wealth Management LLC
|
Apr 21, 2025 Q1 2025 |
8,281
shares
|
$754,978
0.42% of portfolio
|
Q1 2025
Added 11.54%
|
|
|
Virtu Financial LLC
New York, NY |
Feb 11, 2025 Q4 2024 |
7,494
shares
|
$683,227
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
6,022
shares
|
$549,025
0.0% of portfolio
|
Q4 2024
Added 134.41%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
Feb 14, 2025 Q4 2024 |
5,975
shares
|
$544,740
0.0% of portfolio
|
Q2 2020
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
5,936
shares
|
$541,185
0.0% of portfolio
|
Q4 2024
Reduced 6.36%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Feb 13, 2025 Q4 2024 |
5,497
shares
|
$501,161
0.02% of portfolio
|
Q4 2024
Added 0.29%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
5,062
shares
|
$461,502
0.0% of portfolio
|
Q1 2025
Added 14.45%
|
|
|
Merit Financial Group, LLC
|
Apr 09, 2025 Q1 2025 |
4,997
shares
|
$455,576
0.01% of portfolio
|
Q1 2025
Reduced 87.31%
|
|
|
Swisher Financial Concepts, Inc.
Westerville, OH |
Apr 09, 2025 Q1 2025 |
4,550
shares
|
$414,823
0.38% of portfolio
|
Q1 2025
Reduced 53.78%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
3,889
shares
|
$354,560
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
3,461
shares
|
$315,539
0.0% of portfolio
|
Q1 2025
Reduced 11.73%
|