Institutional Ownership Invesco Actively (PSR)
This table provides information about the institutional ownership of Invesco Actively (PSR). We have compiled data on the 55 institutions that hold shares in the stock, with a total of 1.29 Million shares, which have been reported (via 13F filing form) to have a value of $119 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Jan 27, 2025 Q4 2024 |
948,637
shares
|
$87.3 Million
0.18% of portfolio
|
Q4 2024
Reduced 98.86%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
40,481
shares
|
$3.73 Million
0.0% of portfolio
|
Q4 2024
Reduced 4.43%
|
|
|
Merit Financial Group, LLC
|
Jan 15, 2025 Q4 2024 |
39,383
shares
|
$3.63 Million
0.06% of portfolio
|
Q4 2024
Reduced 3.13%
|
|
|
Koshinski Asset Management, Inc.
|
Jan 16, 2025 Q4 2024 |
31,106
shares
|
$2.86 Million
0.01% of portfolio
|
Q4 2024
Reduced 4.91%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
30,231
shares
|
$2.78 Million
0.0% of portfolio
|
Q3 2024
Added 8.71%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
18,232
shares
|
$1.68 Million
0.01% of portfolio
|
Q4 2024
Reduced 2.25%
|
|
|
Swisher Financial Concepts, Inc.
Westerville, OH |
Nov 05, 2024 Q3 2024 |
16,626
shares
|
$1.53 Million
1.01% of portfolio
|
Q3 2024
New holding
|
|
|
Aa Financial Advisors, LLC
Columbus, OH |
Jan 23, 2025 Q4 2024 |
15,753
shares
|
$1.45 Million
0.38% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
12,800
shares
|
$1.18 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
12,750
shares
|
$1.17 Million
0.0% of portfolio
|
Q3 2024
Added 25.36%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
12,172
shares
|
$1.12 Million
0.0% of portfolio
|
Q4 2024
Added 0.08%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
11,896
shares
|
$1.1 Million
0.0% of portfolio
|
Q3 2024
Reduced 21.08%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
11,303
shares
|
$1.04 Million
0.0% of portfolio
|
Q3 2024
Reduced 9.87%
|
|
|
Hbw Advisory Services LLC
|
Jan 10, 2025 Q4 2024 |
10,110
shares
|
$930,726
0.14% of portfolio
|
Q4 2024
Added 11.69%
|
|
|
Virtu Financial LLC
New York, NY |
Feb 11, 2025 Q4 2024 |
7,494
shares
|
$689,897
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Montz Harcus Wealth Management LLC
|
Jan 29, 2025 Q4 2024 |
7,424
shares
|
$683,453
0.38% of portfolio
|
Q4 2024
Added 24.42%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
Nov 13, 2024 Q3 2024 |
5,975
shares
|
$550,058
0.0% of portfolio
|
Q2 2020
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
5,936
shares
|
$546,468
0.0% of portfolio
|
Q4 2024
Reduced 6.36%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 13, 2024 Q3 2024 |
5,481
shares
|
$504,580
0.02% of portfolio
|
Q3 2024
Reduced 2.18%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
4,569
shares
|
$420,622
0.0% of portfolio
|
Q3 2024
Reduced 0.35%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
4,108
shares
|
$378,182
0.0% of portfolio
|
Q3 2024
Reduced 3.84%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
3,889
shares
|
$358,021
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
3,842
shares
|
$353,694
0.01% of portfolio
|
Q3 2024
Added 4.77%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
3,338
shares
|
$307,296
0.01% of portfolio
|
Q4 2024
Reduced 0.63%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
3,097
shares
|
$285,109
0.0% of portfolio
|
Q4 2024
Added 26.93%
|