Purchases and Sales Made in Q1 2024 in Invesco Actively (PSR)
This table provides information about the institutional ownership of Invesco Actively (PSR) during Q1 2024. 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 08, 2024
Q1 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
34.1KNew |
$2.9M - $3.15M
|
34.1K
$3.1M
|
|
|
Apr 22, 2024
Q1 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
10.5KNew |
$895K - $974K
|
10.5K
$958K
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
8.01KNew |
$680K - $740K
|
8.01K
$727K
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
5.91K+ 83.05% |
$502K - $546K
|
13K
$1.18M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
5.28KNew |
$448K - $488K
|
5.28K
$480K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
4.88K+ 12.4% |
$414K - $450K
|
44.2K
$4.01M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
3.08K+ 20.44% |
$261K - $285K
|
18.2K
$1.65M
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.61K+ 8.7% |
$137K - $149K
|
20.1K
$1.82M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
927+ 7.27% |
$78.7K - $85.6K
|
13.7K
$1.24M
|
|
|
Apr 24, 2024
Q1 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
577+ 4.82% |
$49K - $53.3K
|
12.6K
$1.14M
|
|
|
May 07, 2024
Q1 2024
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
571+ 11.27% |
$48.4K - $52.7K
|
5.64K
$512K
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
271+ 5.13% |
$23K - $25K
|
5.55K
$504K
|
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
145+ 3.5% |
$12.3K - $13.4K
|
4.29K
$390K
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
134+ 4.61% |
$11.4K - $12.4K
|
3.04K
$276K
|
|
|
May 13, 2024
Q1 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
26+ 0.47% |
$2.21K - $2.4K
|
5.58K
$506K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
10+ 62.5% |
$849 - $924
|
26
$2.36K
|
|
|
May 03, 2024
Q1 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
8+ 0.05% |
$679 - $739
|
14.7K
$1.34M
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
8+ 0.84% |
$679 - $739
|
966
$87.7K
|
|
|
Apr 10, 2024
Q1 2024
|
Cva Family Office, LLC
|
BUY
|
- |
6+ 0.43% |
$509 - $554
|
1.41K
$128K
|
|
|
May 14, 2024
Q1 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
4+ 0.69% |
$339 - $369
|
584
$53K
|
|
|
May 06, 2024
Q1 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
2+ 0.06% |
$170 - $185
|
3.51K
$319K
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
2+ 0.83% |
$170 - $185
|
244
$22.2K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 13, 2024
Q1 2024
|
Arbor Capital Management Inc
Anchorage, AK |
SELL
|
- |
-52- 1.04% |
$4.41K - $4.8K
|
4.94K
$449K
|
|
|
May 01, 2024
Q1 2024
|
Pacific Sun Financial Corp
|
SELL
|
- |
-54- 1.97% |
$4.58K - $4.99K
|
2.68K
$244K
|
|
|
Apr 30, 2024
Q1 2024
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-172- 5.34% |
$14.6K - $15.9K
|
3.05K
$277K
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-302- 1.09% |
$25.6K - $27.9K
|
27.5K
$2.5M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-430- 9.48% |
$36.5K - $39.7K
|
4.11K
$373K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-825- 11.89% |
$70K - $76.2K
|
6.11K
$555K
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.52K- 24.18% |
$129K - $140K
|
4.76K
$432K
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-2.44K- 27.24% |
$207K - $225K
|
6.51K
$591K
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-2.62K- 4.79% |
$222K - $242K
|
52K
$4.72M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-2.8K- 19.22% |
$237K - $258K
|
11.7K
$1.07M
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-3.12K- 25.71% |
$265K - $289K
|
9.03K
$820K
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-5.2K- 54.46% |
$441K - $480K
|
4.35K
$395K
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-11.9K- 30.18% |
$1.01M - $1.1M
|
27.5K
$2.5M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-11.9K- 30.18% |
$1.01M - $1.1M
|
27.5K
$2.5M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-19.2K- 90.25% |
$1.63M - $1.77M
|
2.07K
$188K
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-23.2K- 56.15% |
$1.97M - $2.15M
|
18.2K
$1.65M
|
|
|
May 14, 2024
Q1 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-48.7K- 95.16% |
$4.13M - $4.5M
|
2.48K
$225K
|
|
|
May 14, 2024
Q1 2024
|
Cambridge Associates LLC
Boston, MA |
SELL
|
- |
-68.3K- 77.62% |
$5.79M - $6.31M
|
19.7K
$1.79M
|
|
|
Apr 04, 2024
Q1 2024
|
Moody National Bank Trust Division
|
SELL
|
- |
-68.4K- 77.49% |
$5.8M - $6.32M
|
19.9K
$1.8M
|