Institutional Ownership Invesco Actively (PSR)
This table provides information about the institutional ownership of Invesco Actively (PSR). We have compiled data on the 53 institutions that hold shares in the stock, with a total of 412,451 shares, which have been reported (via 13F filing form) to have a value of $35.3 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
May 10, 2024 Q1 2024 |
51,991
shares
|
$4.45 Million
0.0% of portfolio
|
Q1 2024
Reduced 4.79%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 15, 2024 Q1 2024 |
44,175
shares
|
$3.78 Million
0.04% of portfolio
|
Q1 2024
Added 12.4%
|
|
|
Koshinski Asset Management, Inc.
|
May 08, 2024 Q1 2024 |
34,122
shares
|
$2.92 Million
0.31% of portfolio
|
Q1 2024
New holding
|
|
|
Morgan Stanley
New York, NY |
May 15, 2024 Q1 2024 |
27,508
shares
|
$2.35 Million
0.0% of portfolio
|
Q1 2024
Reduced 30.18%
|
|
|
Avantax Advisory Services, Inc.
|
May 08, 2024 Q1 2024 |
20,096
shares
|
$1.72 Million
0.02% of portfolio
|
Q1 2024
Added 8.7%
|
|
|
Moody National Bank Trust Division
|
Apr 04, 2024 Q1 2024 |
19,871
shares
|
$1.7 Million
0.14% of portfolio
|
Q1 2024
Reduced 77.49%
|
|
|
Cambridge Associates LLC
Boston, MA |
May 14, 2024 Q1 2024 |
19,685
shares
|
$1.69 Million
0.09% of portfolio
|
Q1 2024
Reduced 77.62%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2024 Q1 2024 |
18,154
shares
|
$1.55 Million
0.0% of portfolio
|
Q1 2024
Reduced 56.15%
|
|
|
Aa Financial Advisors, LLC
Columbus, OH |
May 03, 2024 Q1 2024 |
14,716
shares
|
$1.26 Million
0.52% of portfolio
|
Q1 2024
Added 0.05%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 10, 2024 Q1 2024 |
13,675
shares
|
$1.17 Million
0.0% of portfolio
|
Q1 2024
Added 7.27%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 07, 2024 Q1 2024 |
13,035
shares
|
$1.12 Million
0.0% of portfolio
|
Q1 2024
Added 83.05%
|
|
|
Central Trust CO
Jefferson City, MO |
Apr 24, 2024 Q1 2024 |
12,556
shares
|
$1.07 Million
0.03% of portfolio
|
Q1 2024
Added 4.82%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Apr 22, 2024 Q1 2024 |
11,749
shares
|
$1.01 Million
0.0% of portfolio
|
Q1 2024
Reduced 19.22%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Apr 22, 2024 Q1 2024 |
10,545
shares
|
$902,757
0.22% of portfolio
|
Q1 2024
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2024 Q1 2024 |
9,028
shares
|
$772,887
0.0% of portfolio
|
Q1 2024
Reduced 25.71%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 24, 2024 Q1 2024 |
8,010
shares
|
$685,736
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2024 Q1 2024 |
6,505
shares
|
$556,893
0.01% of portfolio
|
Q1 2024
Reduced 27.24%
|
|
|
Stratos Wealth Advisors, LLC
|
Apr 16, 2024 Q1 2024 |
6,113
shares
|
$523,333
0.03% of portfolio
|
Q1 2024
Reduced 11.89%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2024 Q1 2024 |
5,975
shares
|
$511,519
0.0% of portfolio
|
Q2 2020
New holding
|
|
|
Montz Harcus Wealth Management LLC
|
May 07, 2024 Q1 2024 |
5,639
shares
|
$482,754
0.34% of portfolio
|
Q1 2024
Added 11.27%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
May 13, 2024 Q1 2024 |
5,575
shares
|
$477,275
0.02% of portfolio
|
Q1 2024
Added 0.47%
|
|
|
Commonwealth Equity Services, LLC
|
Apr 29, 2024 Q1 2024 |
5,550
shares
|
$475,135
0.0% of portfolio
|
Q1 2024
Added 5.13%
|
|
|
Arbor Capital Management Inc
Anchorage, AK |
May 13, 2024 Q1 2024 |
4,940
shares
|
$422,913
0.41% of portfolio
|
Q1 2024
Reduced 1.04%
|
|
|
Geneos Wealth Management Inc.
|
May 03, 2024 Q1 2024 |
4,759
shares
|
$407,417
0.02% of portfolio
|
Q1 2024
Reduced 24.18%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 24, 2024 Q1 2024 |
4,349
shares
|
$372,317
0.0% of portfolio
|
Q1 2024
Reduced 54.46%
|
|