Purchases and Sales Made in Q2 2025 in Invesco Actively (PSR)
This table provides information about the institutional ownership of Invesco Actively (PSR) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 07, 2025
Q2 2025
|
Brio Consultants, LLC
|
BUY
|
- |
5.35KNew |
$439K - $498K
|
5.35K
$482K
|
|
|
Aug 13, 2025
Q2 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
2.3KNew |
$189K - $214K
|
2.3K
$208K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.09K+ 11.9% |
$171K - $195K
|
19.7K
$1.77M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
1.97K+ 3036.92% |
$162K - $184K
|
2.04K
$184K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
770+ 15.21% |
$63.1K - $71.7K
|
5.83K
$525K
|
|
|
Jul 21, 2025
Q2 2025
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
521+ 6.29% |
$42.7K - $48.5K
|
8.8K
$793K
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
376+ 9.21% |
$30.8K - $35K
|
4.46K
$402K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
246New |
$20.2K - $22.9K
|
246
$22.2K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
80+ 2.31% |
$6.55K - $7.45K
|
3.54K
$319K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
56+ 0.96% |
$4.59K - $5.21K
|
5.88K
$530K
|
|
|
Jul 30, 2025
Q2 2025
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
41New |
$3.36K - $3.82K
|
41
$3.69K
|
|
|
Jul 16, 2025
Q2 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
27+ 0.86% |
$2.21K - $2.51K
|
3.16K
$285K
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
21+ 0.42% |
$1.72K - $1.95K
|
5.02K
$452K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
9+ 0.05% |
$737 - $838
|
18.7K
$1.68M
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
BUY
|
- |
8+ 3.35% |
$655 - $745
|
247
$22.3K
|
|
|
Jul 31, 2025
Q2 2025
|
Cva Family Office, LLC
|
BUY
|
- |
7+ 0.47% |
$573 - $651
|
1.48K
$134K
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
4New |
$328 - $372
|
4
$360
|
|
|
Jul 15, 2025
Q2 2025
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
2+ 0.48% |
$164 - $186
|
420
$37.8K
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1+ 1.12% |
$81.9 - $93.1
|
90
$8.11K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-8- 4.21% |
$655 - $745
|
182
$16.4K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-32- 0.28% |
$2.62K - $2.98K
|
11.3K
$1.02M
|
|
|
Aug 12, 2025
Q2 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-59- 1.16% |
$4.83K - $5.49K
|
5.03K
$453K
|
|
|
Jul 30, 2025
Q2 2025
|
Pacific Sun Financial Corp
|
SELL
|
- |
-75- 2.92% |
$6.14K - $6.98K
|
2.49K
$224K
|
|
|
Aug 05, 2025
Q2 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-162- 1.42% |
$13.3K - $15.1K
|
11.2K
$1.01M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-184- 6.93% |
$15.1K - $17.1K
|
2.47K
$223K
|
|
|
Aug 07, 2025
Q2 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-434- 25.59% |
$35.6K - $40.4K
|
1.26K
$114K
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-516- 14.25% |
$42.3K - $48K
|
3.1K
$280K
|
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
SELL
|
- |
-2.08K- 19.54% |
$171K - $194K
|
8.58K
$773K
|
|
|
Jul 16, 2025
Q2 2025
|
Swisher Financial Concepts, Inc.
Westerville, OH |
SELL
|
- |
-2.19K- 48.18% |
$180K - $204K
|
2.36K
$212K
|
|
|
Jul 29, 2025
Q2 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-2.52K- 7.84% |
$207K - $235K
|
29.7K
$2.67M
|
|
|
Jul 11, 2025
Q2 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-5.76K- 40.18% |
$472K - $536K
|
8.58K
$773K
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-5.89K- 24.1% |
$482K - $548K
|
18.5K
$1.67M
|