Purchases and Sales Made in Q2 2022 in Invesco Actively (PSR)
This table provides information about the institutional ownership of Invesco Actively (PSR) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2022
Q2 2022
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
80.9KNew |
$7.42M - $9.41M
|
80.9K
$7.34M
|
|
|
Aug 12, 2022
Q2 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
54.6KNew |
$5.02M - $6.36M
|
54.6K
$4.96M
|
|
|
Oct 27, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
49.4K+ 502.21% |
$4.54M - $5.75M
|
59.3K
$5.38M
|
|
|
Aug 15, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
49.4K+ 502.21% |
$4.54M - $5.75M
|
59.3K
$5.38M
|
|
|
Aug 15, 2022
Q2 2022
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
39.3KNew |
$3.6M - $4.57M
|
39.3K
$3.57M
|
|
|
Jul 28, 2022
Q2 2022
|
Hedeker Wealth, LLC
|
BUY
|
- |
13.9KNew |
$1.28M - $1.62M
|
13.9K
$1.27M
|
|
|
Aug 15, 2022
Q2 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
10.9K+ 106.24% |
$997K - $1.26M
|
21.1K
$1.92M
|
|
|
Aug 15, 2022
Q2 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
5.05KNew |
$464K - $588K
|
5.05K
$459K
|
|
|
Aug 08, 2022
Q2 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
4.28KNew |
$393K - $499K
|
4.28K
$389K
|
|
|
Aug 12, 2022
Q2 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
3.44K+ 37.12% |
$315K - $400K
|
12.7K
$1.15M
|
|
|
Aug 12, 2022
Q2 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
3.24KNew |
$298K - $378K
|
3.24K
$295K
|
|
|
Aug 12, 2022
Q2 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.99K+ 4.9% |
$275K - $349K
|
64.1K
$5.83M
|
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
2.3K+ 10942.86% |
$211K - $268K
|
2.32K
$211K
|
|
|
Jul 27, 2022
Q2 2022
|
Advisor Resource Council
|
BUY
|
- |
2.25KNew |
$207K - $262K
|
2.25K
$205K
|
|
|
Jul 28, 2022
Q2 2022
|
Apexium Financial, LP
|
BUY
|
- |
2.16KNew |
$198K - $251K
|
2.16K
$196K
|
|
|
Aug 09, 2022
Q2 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
2.08K+ 25.99% |
$190K - $242K
|
10.1K
$913K
|
|
|
Aug 03, 2022
Q2 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.88K+ 27.22% |
$173K - $219K
|
8.81K
$800K
|
|
|
Aug 01, 2022
Q2 2022
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
1.88K+ 11.3% |
$173K - $219K
|
18.5K
$1.68M
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.6K+ 46.14% |
$147K - $186K
|
5.06K
$459K
|
|
|
Aug 04, 2022
Q2 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.48K+ 4.21% |
$136K - $172K
|
36.6K
$3.32M
|
|
|
Aug 08, 2022
Q2 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.14K+ 47.31% |
$105K - $133K
|
3.55K
$323K
|
|
|
Jul 22, 2022
Q2 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.13K+ 12.46% |
$104K - $132K
|
10.2K
$929K
|
|
|
Jul 27, 2022
Q2 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.09K+ 12.27% |
$100K - $127K
|
9.99K
$907K
|
|
|
Aug 15, 2022
Q2 2022
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
1K+ 28.25% |
$92.1K - $117K
|
4.55K
$414K
|
|
|
Aug 02, 2022
Q2 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
925+ 9.98% |
$84.9K - $108K
|
10.2K
$925K
|
|
|
Aug 15, 2022
Q2 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
894+ 30.2% |
$82.1K - $104K
|
3.85K
$350K
|
|
|
Aug 10, 2022
Q2 2022
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
870New |
$79.9K - $101K
|
870
$79K
|
|
|
Aug 02, 2022
Q2 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
707+ 3.09% |
$64.9K - $82.3K
|
23.6K
$2.14M
|
|
|
Jul 22, 2022
Q2 2022
|
Urban Wealth Management, LLC
|
BUY
|
- |
512New |
$47K - $59.6K
|
512
$46.5K
|
|
|
Jul 18, 2022
Q2 2022
|
Field & Main Bank
|
BUY
|
- |
266+ 2.43% |
$24.4K - $31K
|
11.2K
$1.02M
|
|
|
Jul 28, 2022
Q2 2022
|
Pacific Sun Financial Corp
|
BUY
|
- |
153+ 7.1% |
$14K - $17.8K
|
2.31K
$210K
|
|
|
Aug 03, 2022
Q2 2022
|
Simplex Trading, LLC
|
BUY
|
- |
122New |
$11.2K - $14.2K
|
122
$11.1K
|
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
121+ 2.32% |
$11.1K - $14.1K
|
5.35K
$485K
|
|
|
Aug 12, 2022
Q2 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
120+ 58.54% |
$11K - $14K
|
325
$29.5K
|
|
|
Jul 18, 2022
Q2 2022
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
114+ 3.46% |
$10.5K - $13.3K
|
3.41K
$310K
|
|
|
Aug 10, 2022
Q2 2022
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
90+ 1.76% |
$8.26K - $10.5K
|
5.2K
$472K
|
|
|
Aug 02, 2022
Q2 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
37New |
$3.4K - $4.31K
|
37
$3.36K
|
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
18+ 0.53% |
$1.65K - $2.1K
|
3.43K
$311K
|
|
|
Aug 15, 2022
Q2 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3+ 0.1% |
$275 - $349
|
2.92K
$265K
|
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-2- 18.18% |
$184 - $233
|
9
$817
|
|
|
Jul 18, 2022
Q2 2022
|
Psi Advisors, LLC
|
SELL
|
- |
-10Closed |
$918 - $1.16K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Cambridge Advisors Inc.
|
SELL
|
- |
-30- 1.1% |
$2.75K - $3.49K
|
2.71K
$246K
|
|
|
Aug 10, 2022
Q2 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-52- 0.22% |
$4.77K - $6.05K
|
23.2K
$2.1M
|
|
|
Jul 19, 2022
Q2 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-169- 4.9% |
$15.5K - $19.7K
|
3.28K
$298K
|
|
|
Aug 09, 2022
Q2 2022
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
SELL
|
- |
-190- 5.21% |
$17.4K - $22.1K
|
3.46K
$314K
|
|
|
Aug 09, 2022
Q2 2022
|
Arbor Capital Management Inc
Anchorage, AK |
SELL
|
- |
-198- 3.72% |
$18.2K - $23.1K
|
5.13K
$466K
|
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-199- 0.51% |
$18.3K - $23.2K
|
38.5K
$3.49M
|
|
|
Aug 15, 2022
Q2 2022
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-314- 8.79% |
$28.8K - $36.6K
|
3.26K
$296K
|
|
|
Aug 10, 2022
Q2 2022
|
Ubs Group Ag
|
SELL
|
- |
-420- 29.56% |
$38.6K - $48.9K
|
1K
$90.9K
|