Q4 2021 13F Holders as of 31 Dec 2021
-
Type / Class
-
Equity / ACTIVE US REAL
-
Number of holders
-
70
-
Total 13F shares, excl. options
-
568,105
-
Shares change
-
-72,586
-
Total reported value, excl. options
-
$68,232,655
-
Value change
-
-$7,790,934
-
Number of buys
-
30
-
Number of sells
-
-22
-
Price
-
$120.08
Significant Holders of INVESCO ACTIVELY MANAGED EXC - ACTIVE US REAL (PSR) as of Q4 2021
75 filings reported holding PSR - INVESCO ACTIVELY MANAGED EXC - ACTIVE US REAL as of Q4 2021.
INVESCO ACTIVELY MANAGED EXC - ACTIVE US REAL (PSR) has 70 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 568,105 shares
.
Largest 10 shareholders include Brio Consultants, LLC (95,016 shares), LPL Financial LLC (48,389 shares), Financial Advocates Investment Management (45,040 shares), Koshinski Asset Management, Inc. (37,088 shares), Steward Partners Investment Advisory, LLC (25,152 shares), Change Path, LLC (24,301 shares), ADVISOR GROUP HOLDINGS, INC. (22,061 shares), AVANTAX ADVISORY SERVICES, INC. (21,057 shares), IFP Advisors, Inc (18,715 shares), and BEAM WEALTH ADVISORS, INC. (15,744 shares).
This table shows the top 70 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.