Q4 2022 13F Holders as of 31 Dec 2022
-
Type / Class
-
Equity / ACTIVE US REAL
-
Number of holders
-
70
-
Total 13F shares, excl. options
-
791,200
-
Shares change
-
+167,570
-
Total reported value, excl. options
-
$68,886,634
-
Value change
-
+$14,829,883
-
Number of buys
-
37
-
Number of sells
-
-26
-
Price
-
$87.08
Significant Holders of INVESCO ACTIVELY MANAGED EXC - ACTIVE US REAL (PSR) as of Q4 2022
80 filings reported holding PSR - INVESCO ACTIVELY MANAGED EXC - ACTIVE US REAL as of Q4 2022.
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 791,200 shares
.
Largest 10 shareholders include Invesco Ltd. (164,440 shares), LPL Financial LLC (93,373 shares), Atlas Private Wealth Advisors (56,464 shares), Hedeker Wealth, LLC (39,831 shares), WELLS FARGO & COMPANY/MN (37,937 shares), Steward Partners Investment Advisory, LLC (36,770 shares), MORGAN STANLEY (34,799 shares), Royal Bank of Canada (29,120 shares), AVANTAX ADVISORY SERVICES, INC. (24,952 shares), and BEAM WEALTH ADVISORS, INC. (23,823 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.