Purchases and Sales Made in Q1 2022 in Invesco Actively (PSR)
This table provides information about the institutional ownership of Invesco Actively (PSR) during Q1 2022. The information is specifically focused on institutions that hold shares of INVESCO ACTIVELY.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
22.8KNew |
$2.33M - $2.72M
|
22.8K
$2.07M
|
|
|
May 31, 2022
Q1 2022
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
13KNew |
$1.32M - $1.54M
|
13K
$1.18M
|
|
|
May 16, 2022
Q1 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
12.8K+ 26.38% |
$1.3M - $1.52M
|
61.2K
$5.55M
|
|
|
May 02, 2022
Q1 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
9.97K+ 39.64% |
$1.02M - $1.19M
|
35.1K
$3.19M
|
|
|
May 09, 2022
Q1 2022
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
5.11KNew |
$521K - $607K
|
5.11K
$464K
|
|
|
May 16, 2022
Q1 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
4.96K+ 234.55% |
$505K - $589K
|
7.07K
$642K
|
|
|
May 04, 2022
Q1 2022
|
Brio Consultants, LLC
|
BUY
|
- |
4.08K+ 4.29% |
$415K - $485K
|
99.1K
$9M
|
|
|
May 03, 2022
Q1 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
3.11K+ 63.89% |
$317K - $370K
|
7.98K
$725K
|
|
|
May 12, 2022
Q1 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
2.96KNew |
$302K - $352K
|
2.96K
$269K
|
|
|
Apr 28, 2022
Q1 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
2.51K+ 37.21% |
$256K - $299K
|
9.27K
$841K
|
|
|
Apr 25, 2022
Q1 2022
|
Aries Wealth Management
|
BUY
|
- |
2KNew |
$204K - $238K
|
2K
$182K
|
|
|
Apr 11, 2022
Q1 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.97K+ 28.51% |
$201K - $235K
|
8.9K
$808K
|
|
|
May 11, 2022
Q1 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.88K+ 25.51% |
$192K - $224K
|
9.26K
$840K
|
|
|
Apr 27, 2022
Q1 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.79K+ 8.5% |
$182K - $213K
|
22.8K
$2.07M
|
|
|
May 16, 2022
Q1 2022
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
1.68K+ 90.2% |
$172K - $200K
|
3.55K
$322K
|
|
|
Apr 20, 2022
Q1 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1.59K+ 4.28% |
$162K - $189K
|
38.7K
$3.51M
|
|
|
May 04, 2022
Q1 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.54K+ 28.6% |
$157K - $183K
|
6.92K
$628K
|
|
|
May 16, 2022
Q1 2022
|
Ubs Group Ag
|
BUY
|
- |
1.42K+ 47266.67% |
$145K - $169K
|
1.42K
$129K
|
|
|
Apr 26, 2022
Q1 2022
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
919+ 5.84% |
$93.7K - $109K
|
16.7K
$1.51M
|
|
|
May 13, 2022
Q1 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
826+ 31.37% |
$84.2K - $98.2K
|
3.46K
$314K
|
|
|
May 12, 2022
Q1 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
798+ 7.57% |
$81.3K - $94.9K
|
11.3K
$1.03M
|
|
|
May 13, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
775+ 8.55% |
$79K - $92.2K
|
9.84K
$894K
|
|
|
Aug 08, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
653+ 3.49% |
$66.6K - $77.7K
|
19.4K
$1.76M
|
|
|
May 13, 2022
Q1 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
594+ 32.67% |
$60.5K - $70.6K
|
2.41K
$219K
|
|
|
May 12, 2022
Q1 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
411+ 8.22% |
$41.9K - $48.9K
|
5.41K
$491K
|
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
284+ 5.75% |
$28.9K - $33.8K
|
5.22K
$474K
|
|
|
May 05, 2022
Q1 2022
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
226+ 7.36% |
$23K - $26.9K
|
3.3K
$299K
|
|
|
Jan 02, 2024
Q1 2022
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
150New |
$15.3K - $17.8K
|
150
$13.6K
|
|
|
May 11, 2022
Q1 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
144+ 6.89% |
$14.7K - $17.1K
|
2.23K
$203K
|
|
|
Apr 21, 2022
Q1 2022
|
Field & Main Bank
|
BUY
|
- |
130+ 1.2% |
$13.2K - $15.5K
|
10.9K
$993K
|
|
|
Apr 27, 2022
Q1 2022
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
127+ 2.44% |
$12.9K - $15.1K
|
5.33K
$484K
|
|
|
Apr 20, 2022
Q1 2022
|
Independent Wealth Network Inc.
|
BUY
|
- |
94+ 4.96% |
$9.58K - $11.2K
|
1.99K
$181K
|
|
|
May 05, 2022
Q1 2022
|
Cambridge Advisors Inc.
|
BUY
|
- |
54+ 2.01% |
$5.5K - $6.42K
|
2.74K
$249K
|
|
|
May 16, 2022
Q1 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
37New |
$3.77K - $4.4K
|
37
$3.36K
|
|
|
May 05, 2022
Q1 2022
|
Pacific Sun Financial Corp
|
BUY
|
- |
30+ 1.41% |
$3.06K - $3.57K
|
2.16K
$196K
|
|
|
Apr 25, 2022
Q1 2022
|
Omega Financial Group, LLC
|
BUY
|
- |
11+ 0.55% |
$1.12K - $1.31K
|
2K
$182K
|
|
|
May 16, 2022
Q1 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3+ 0.1% |
$306 - $357
|
2.91K
$265K
|
|
|
May 13, 2022
Q1 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-4Closed |
$408 - $476
|
0
$0
|
|
|
Apr 12, 2022
Q1 2022
|
Moody National Bank Trust Division
|
SELL
|
- |
-14- 0.47% |
$1.43K - $1.67K
|
2.97K
$270K
|
|
|
May 13, 2022
Q1 2022
|
Covington Capital Management
|
SELL
|
- |
-17- 43.59% |
$1.73K - $2.02K
|
22
$2K
|
|
|
May 10, 2022
Q1 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-22- 1.07% |
$2.24K - $2.62K
|
2.04K
$185K
|
|
|
May 13, 2022
Q1 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-90- 95.74% |
$9.17K - $10.7K
|
4
$363
|
|
|
May 16, 2022
Q1 2022
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-100- 4.51% |
$10.2K - $11.9K
|
2.12K
$192K
|
|
|
May 11, 2022
Q1 2022
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-135Closed |
$13.8K - $16.1K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-204Closed |
$20.8K - $24.3K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-240- 53.93% |
$24.5K - $28.5K
|
205
$18.6K
|
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-307- 1.3% |
$31.3K - $36.5K
|
23.2K
$2.11M
|
|
|
May 04, 2022
Q1 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-319- 8.47% |
$32.5K - $37.9K
|
3.45K
$313K
|
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-350Closed |
$35.7K - $41.6K
|
0
$0
|
|
|
Jul 14, 2022
Q1 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-851- 87.28% |
$86.7K - $101K
|
124
$11.3K
|