Institutional Ownership Invesco Actively (PSR)
This table provides information about the institutional ownership of Invesco Actively (PSR). We have compiled data on the 58 institutions that hold shares in the stock, with a total of 358,290 shares, which have been reported (via 13F filing form) to have a value of $32.7 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Creative One Wealth, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
3,417
shares
|
$311,527
0.01% of portfolio
|
Q4 2024
Reduced 11.06%
|
|
|
Geneos Wealth Management Inc.
|
May 07, 2025 Q1 2025 |
3,256
shares
|
$296,849
0.01% of portfolio
|
Q1 2025
Reduced 2.46%
|
|
|
Independent Wealth Network Inc.
|
May 02, 2025 Q1 2025 |
3,134
shares
|
$285,726
0.12% of portfolio
|
Q1 2025
Added 4.89%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
3,097
shares
|
$282,353
0.0% of portfolio
|
Q4 2024
Added 26.93%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
2,655
shares
|
$242,056
0.0% of portfolio
|
Q1 2025
Added 8.19%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
2,623
shares
|
$239,138
0.0% of portfolio
|
Q4 2024
Added 8.7%
|
|
|
Pacific Sun Financial Corp
|
Apr 16, 2025 Q1 2025 |
2,565
shares
|
$233,851
0.14% of portfolio
|
Q1 2025
Added 2.6%
|
|
|
Integrity Wealth Advisors, Inc.
Ventura, CA |
Feb 13, 2025 Q4 2024 |
2,323
shares
|
$211,787
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Advisor Os, LLC
|
May 06, 2025 Q1 2025 |
2,290
shares
|
$208,779
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
1,997
shares
|
$182,066
0.0% of portfolio
|
Q4 2024
Added 3.2%
|
|
|
Central Trust CO
Jefferson City, MO |
Apr 18, 2025 Q1 2025 |
1,696
shares
|
$154,624
0.0% of portfolio
|
Q1 2025
Reduced 34.62%
|
|
|
Cva Family Office, LLC
|
Apr 16, 2025 Q1 2025 |
1,477
shares
|
$134,658
0.02% of portfolio
|
Q1 2025
Added 0.41%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
613
shares
|
$55,887
0.0% of portfolio
|
Q2 2024
Added 12.48%
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
512
shares
|
$46,679
0.16% of portfolio
|
Q2 2022
New holding
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Feb 14, 2025 Q4 2024 |
453
shares
|
$41,300
0.02% of portfolio
|
Q4 2024
Added 0.67%
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
281
shares
|
$25,618
0.02% of portfolio
|
Q4 2021
New holding
|
|
|
Cx Institutional
|
Apr 15, 2025 Q1 2025 |
239
shares
|
$21,789
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
193
shares
|
$17,595
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
190
shares
|
$17,322
0.0% of portfolio
|
Q4 2024
Added 630.77%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
100
shares
|
$9,117
0.0% of portfolio
|
Q3 2023
Reduced 10.71%
|
|
|
Independence Bank Of Kentucky
|
Apr 11, 2025 Q1 2025 |
100
shares
|
$9,117
0.0% of portfolio
|
Q3 2020
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
89
shares
|
$8,114
0.0% of portfolio
|
Q3 2024
Added 1.14%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
53
shares
|
$4,832
0.0% of portfolio
|
Q1 2025
Reduced 43.62%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Feb 14, 2025 Q4 2024 |
40
shares
|
$3,646
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
National Bank Of Canada
|
Feb 12, 2025 Q4 2024 |
35
shares
|
$3,190
0.0% of portfolio
|
Q4 2024
New holding
|