Q1 2024 13F Holders as of 31 Mar 2024
-
Type / Class
-
Equity / ACTIVE US REAL
-
Total 13F shares
-
411,644
-
Share change
-
-228,807
-
Total reported value
-
$36,242,556
-
Price per share
-
$88.15
-
Number of holders
-
48
-
Value change
-
-$20,318,713
-
Number of buys
-
20
-
Number of sells
-
25
Institutional Holders of INVESCO ACTIVELY MANAGED EXC - ACTIVE US REAL (PSR) as of Q1 2024
As of 31 Mar 2024,
INVESCO ACTIVELY MANAGED EXC - ACTIVE US REAL (PSR) was held by
48 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
411,644 shares.
The largest 10 holders included
LPL Financial LLC, Steward Partners Investment Advisory, LLC, Koshinski Asset Management, Inc., MORGAN STANLEY, AVANTAX ADVISORY SERVICES, INC., MOODY NATIONAL BANK TRUST DIVISION, CAMBRIDGE ASSOCIATES LLC /MA/ /ADV, Royal Bank of Canada, AA Financial Advisors, LLC, and OSAIC HOLDINGS, INC..
This page lists
48
institutional shareholders reporting positions in this security
for the Q1 2024 filing period.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price
|
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.