Purchases and Sales Made in Q2 2024 in Invesco Actively (PSR)
This table provides information about the institutional ownership of Invesco Actively (PSR) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 06, 2024
Q2 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
976K+ 9259.53% |
$78.1M - $85.5M
|
987K
$89.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
18.4KNew |
$1.47M - $1.61M
|
18.4K
$1.67M
|
|
|
Jul 05, 2024
Q2 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
9.02KNew |
$722K - $790K
|
9.02K
$819K
|
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
7.81K+ 120.09% |
$625K - $684K
|
14.3K
$1.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
6.06K+ 244.81% |
$485K - $531K
|
8.53K
$775K
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
5.86K+ 44.95% |
$469K - $513K
|
18.9K
$1.72M
|
|
|
Aug 09, 2024
Q2 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
5.23KNew |
$418K - $458K
|
5.23K
$475K
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.16K+ 26.98% |
$173K - $189K
|
10.2K
$924K
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
1KNew |
$80.3K - $87.9K
|
1K
$91.2K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
858New |
$68.6K - $75.1K
|
858
$77.9K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
792+ 6.74% |
$63.4K - $69.4K
|
12.5K
$1.14M
|
|
|
Jul 16, 2024
Q2 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
674+ 4.58% |
$53.9K - $59K
|
15.4K
$1.4M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
480+ 11.69% |
$38.4K - $42K
|
4.59K
$416K
|
|
|
Aug 06, 2024
Q2 2024
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
471+ 9.53% |
$37.7K - $41.3K
|
5.41K
$491K
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
449New |
$35.9K - $39.3K
|
449
$40.8K
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
302+ 1.1% |
$24.2K - $26.4K
|
27.8K
$2.53M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
302+ 1.1% |
$24.2K - $26.4K
|
27.8K
$2.53M
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
224+ 1.11% |
$17.9K - $19.6K
|
20.3K
$1.85M
|
|
|
Jul 19, 2024
Q2 2024
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
162+ 2.87% |
$13K - $14.2K
|
5.8K
$527K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
68+ 12.48% |
$5.44K - $5.96K
|
613
$55.7K
|
|
|
Jul 09, 2024
Q2 2024
|
Cva Family Office, LLC
|
BUY
|
- |
54+ 3.84% |
$4.32K - $4.73K
|
1.46K
$133K
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
40New |
$3.2K - $3.5K
|
40
$3.63K
|
|
|
Aug 13, 2024
Q2 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
28+ 0.5% |
$2.24K - $2.45K
|
5.6K
$509K
|
|
|
Jul 23, 2024
Q2 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
13New |
$1.04K - $1.14K
|
13
$1.18K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-31- 3.21% |
$2.48K - $2.71K
|
935
$84.9K
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-77- 1.77% |
$6.16K - $6.74K
|
4.27K
$388K
|
|
|
Jul 19, 2024
Q2 2024
|
Pacific Sun Financial Corp
|
SELL
|
- |
-131- 4.88% |
$10.5K - $11.5K
|
2.55K
$232K
|
|
|
Aug 05, 2024
Q2 2024
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-136- 23.29% |
$10.9K - $11.9K
|
448
$40.7K
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-156- 63.93% |
$12.5K - $13.7K
|
88
$7.99K
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-162- 7.82% |
$13K - $14.2K
|
1.91K
$173K
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-524- 11.01% |
$41.9K - $45.9K
|
4.24K
$385K
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-573- 6.35% |
$45.8K - $50.2K
|
8.46K
$768K
|
|
|
Aug 14, 2024
Q2 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-623- 14.52% |
$49.8K - $54.6K
|
3.67K
$333K
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-642- 21.1% |
$51.4K - $56.2K
|
2.4K
$218K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-667- 4.88% |
$53.4K - $58.4K
|
13K
$1.18M
|
|
|
Jul 12, 2024
Q2 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.85K- 5.41% |
$148K - $162K
|
32.3K
$2.93M
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.75K- 49.51% |
$220K - $241K
|
2.8K
$254K
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-3.08K- 16.97% |
$247K - $270K
|
15.1K
$1.37M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-7.36K- 14.15% |
$589K - $644K
|
44.6K
$4.05M
|
|
|
Aug 05, 2024
Q2 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-8.81K- 70.17% |
$705K - $772K
|
3.75K
$340K
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-37.7K- 85.37% |
$3.02M - $3.3M
|
6.46K
$587K
|