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 $35.1 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2024 Q1 2024 |
4,290
shares
|
$364,821
0.02% of portfolio
|
Q1 2024
Added 3.5%
|
|
Envestnet Asset Management Inc
|
May 13, 2024 Q1 2024 |
4,105
shares
|
$349,089
0.0% of portfolio
|
Q1 2024
Reduced 9.48%
|
|
Goldman Sachs Group Inc
New York, NY |
May 15, 2024 Q1 2024 |
3,889
shares
|
$330,720
0.0% of portfolio
|
Q3 2021
New holding
|
|
Merit Financial Group, LLC
|
May 06, 2024 Q1 2024 |
3,510
shares
|
$298,490
0.01% of portfolio
|
Q1 2024
Added 0.06%
|
|
Beam Wealth Advisors, Inc.
|
Apr 30, 2024 Q1 2024 |
3,051
shares
|
$259,457
0.16% of portfolio
|
Q1 2024
Reduced 5.34%
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2024 Q1 2024 |
3,043
shares
|
$258,776
0.0% of portfolio
|
Q1 2024
Added 4.61%
|
|
Pacific Sun Financial Corp
|
May 01, 2024 Q1 2024 |
2,683
shares
|
$228,162
0.15% of portfolio
|
Q1 2024
Reduced 1.97%
|
|
Invesco Ltd.
Atlanta, GA |
May 14, 2024 Q1 2024 |
2,475
shares
|
$210,474
0.0% of portfolio
|
Q1 2024
Reduced 95.16%
|
|
Wells Fargo & Company
San Francisco, CA |
May 10, 2024 Q1 2024 |
2,072
shares
|
$176,202
0.0% of portfolio
|
Q1 2024
Reduced 90.25%
|
|
Cva Family Office, LLC
|
Apr 10, 2024 Q1 2024 |
1,406
shares
|
$119,566
0.02% of portfolio
|
Q1 2024
Added 0.43%
|
|
Ifp Advisors, Inc
|
Jan 09, 2024 Q4 2023 |
958
shares
|
$81,468
0.0% of portfolio
|
Q4 2023
Reduced 0.73%
|
|
Main Street Group, LTD
Glen Allen, VA |
May 14, 2024 Q1 2024 |
584
shares
|
$49,663
0.03% of portfolio
|
Q1 2024
Added 0.69%
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Apr 29, 2024 Q1 2024 |
545
shares
|
$46,346
0.0% of portfolio
|
Q4 2023
Added 24.43%
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
512
shares
|
$43,540
0.16% of portfolio
|
Q2 2022
New holding
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
281
shares
|
$23,896
0.02% of portfolio
|
Q4 2021
New holding
|
|
Ever Source Wealth Advisors, LLC
|
Jun 11, 2024 Q1 2024 |
244
shares
|
$20,749
0.0% of portfolio
|
Q1 2024
Added 0.83%
|
|
Householder Group Estate & Retirement Specialist, LLC
|
May 03, 2024 Q1 2024 |
144
shares
|
$12,245
0.0% of portfolio
|
Q1 2023
New holding
|
|
Independence Bank Of Kentucky
|
Apr 16, 2024 Q1 2024 |
100
shares
|
$8,504
0.0% of portfolio
|
Q3 2020
New holding
|
|
Global Retirement Partners, LLC
|
Apr 23, 2024 Q1 2024 |
100
shares
|
$8,504
0.0% of portfolio
|
Q3 2023
Reduced 10.71%
|
|
National Bank Of Canada
|
May 13, 2024 Q1 2024 |
35
shares
|
$2,976
0.0% of portfolio
|
Q1 2023
Reduced 73.08%
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 26, 2024 Q1 2024 |
32
shares
|
$2,721
0.0% of portfolio
|
Q2 2023
New holding
|
|
Principal Securities, Inc.
Des Moines, IA |
May 10, 2024 Q1 2024 |
26
shares
|
$2,211
0.0% of portfolio
|
Q1 2024
Added 62.5%
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
22
shares
|
$1,870
0.0% of portfolio
|
Q1 2022
Reduced 43.59%
|
|
Brown Brothers Harriman & CO
New York, NY |
May 10, 2024 Q1 2024 |
10
shares
|
$850
0.0% of portfolio
|
Q3 2021
New holding
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 16, 2024 Q4 2023 |
9
shares
|
$765
0.0% of portfolio
|
Q2 2022
Reduced 18.18%
|