Purchases and Sales Made in Q1 2025 in Invesco Actively (PSR)
This table provides information about the institutional ownership of Invesco Actively (PSR) during Q1 2025. 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, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
247K+ 7976.07% |
$21.4M - $23.7M
|
250K
$23M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
6.94K+ 347.57% |
$601K - $665K
|
8.94K
$821K
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
4.08KNew |
$353K - $391K
|
4.08K
$374K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.26K+ 22.76% |
$282K - $312K
|
17.6K
$1.61M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
3.22KNew |
$279K - $309K
|
3.22K
$296K
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
3.17KNew |
$275K - $304K
|
3.17K
$291K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.55KNew |
$221K - $244K
|
2.55K
$234K
|
|
|
May 06, 2025
Q1 2025
|
Advisor Os, LLC
|
BUY
|
- |
2.29KNew |
$198K - $219K
|
2.29K
$210K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
1.46K+ 11.42% |
$127K - $140K
|
14.3K
$1.31M
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.37K+ 14.56% |
$118K - $131K
|
10.8K
$988K
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1.1K+ 3.54% |
$95.4K - $106K
|
32.2K
$2.96M
|
|
|
Apr 21, 2025
Q1 2025
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
857+ 11.54% |
$74.2K - $82.1K
|
8.28K
$760K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
639+ 14.45% |
$55.3K - $61.2K
|
5.06K
$465K
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
597+ 5.54% |
$51.7K - $57.2K
|
11.4K
$1.04M
|
|
|
Apr 09, 2025
Q1 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
550+ 5.44% |
$47.6K - $52.7K
|
10.7K
$979K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
445+ 2.44% |
$38.5K - $42.6K
|
18.7K
$1.71M
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
239New |
$20.7K - $22.9K
|
239
$21.9K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
220+ 0.84% |
$19K - $21.1K
|
26.4K
$2.42M
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
203+ 5.94% |
$17.6K - $19.5K
|
3.62K
$332K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
201+ 8.19% |
$17.4K - $19.3K
|
2.66K
$244K
|
|
|
May 02, 2025
Q1 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
146+ 4.89% |
$12.6K - $14K
|
3.13K
$288K
|
|
|
Apr 16, 2025
Q1 2025
|
Pacific Sun Financial Corp
|
BUY
|
- |
65+ 2.6% |
$5.63K - $6.23K
|
2.57K
$235K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
54New |
$4.67K - $5.18K
|
54
$4.96K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
12+ 0.46% |
$1.04K - $1.15K
|
2.64K
$242K
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
10+ 0.26% |
$866 - $958
|
3.9K
$358K
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
6+ 0.41% |
$519 - $575
|
1.48K
$136K
|
|
|
Apr 29, 2025
Q1 2025
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
5New |
$433 - $479
|
5
$459
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-35- 7.73% |
$3.03K - $3.35K
|
418
$38.4K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-41- 43.62% |
$3.55K - $3.93K
|
53
$4.87K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-45- 0.32% |
$3.9K - $4.31K
|
14K
$1.29M
|
|
|
Jun 02, 2025
Q1 2025
|
Integrity Wealth Advisors, Inc.
Ventura, CA |
SELL
|
- |
-82- 3.53% |
$7.1K - $7.86K
|
2.24K
$206K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-82- 2.46% |
$7.1K - $7.86K
|
3.26K
$299K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-108- 1.82% |
$9.35K - $10.4K
|
5.83K
$535K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-128- 66.32% |
$11.1K - $12.3K
|
65
$5.97K
|
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-411- 7.48% |
$35.6K - $39.4K
|
5.09K
$467K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-426- 13.08% |
$36.9K - $40.8K
|
2.83K
$260K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-460- 11.73% |
$39.8K - $44.1K
|
3.46K
$318K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-791- 6.5% |
$68.5K - $75.8K
|
11.4K
$1.04M
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-898- 34.62% |
$77.7K - $86.1K
|
1.7K
$156K
|
|
|
Apr 17, 2025
Q1 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-1.42K- 9.0% |
$123K - $136K
|
14.3K
$1.32M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-3.17K- 52.69% |
$275K - $304K
|
2.85K
$262K
|
|
|
Apr 09, 2025
Q1 2025
|
Swisher Financial Concepts, Inc.
Westerville, OH |
SELL
|
- |
-5.3K- 53.78% |
$458K - $507K
|
4.55K
$418K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-16K- 39.65% |
$1.39M - $1.54M
|
24.4K
$2.24M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-34.4K- 87.31% |
$2.98M - $3.3M
|
5K
$459K
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-246K- 98.37% |
$21.3M - $23.6M
|
4.08K
$375K
|