Q2 2021 13F Holders as of 30 Jun 2021
-
Type / Class
-
Equity / ACTIVE US REAL
-
Number of holders
-
49
-
Total 13F shares, excl. options
-
517,331
-
Shares change
-
+61,112
-
Total reported value, excl. options
-
$53,560,000
-
Value change
-
+$6,428,865
-
Number of buys
-
23
-
Number of sells
-
-17
-
Price
-
$103.53
Significant Holders of INVESCO ACTIVELY MANAGED EXC - ACTIVE US REAL (PSR) as of Q2 2021
54 filings reported holding PSR - INVESCO ACTIVELY MANAGED EXC - ACTIVE US REAL as of Q2 2021.
INVESCO ACTIVELY MANAGED EXC - ACTIVE US REAL (PSR) has 49 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 517,331 shares
.
Largest 10 shareholders include Brio Consultants, LLC (89,296 shares), GeoWealth Management, LLC (44,289 shares), Change Path, LLC (41,985 shares), Financial Advocates Investment Management (41,243 shares), LPL Financial LLC (40,621 shares), Koshinski Asset Management, Inc. (39,036 shares), OSAIC HOLDINGS, INC. (22,228 shares), AVANTAX ADVISORY SERVICES, INC. (20,770 shares), BEAM Asset Management, LLC (15,747 shares), and Apella Capital, LLC (14,887 shares).
This table shows the top 49 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| 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.