INVESCO ACTIVELY MANAGED ETF's ticker is PSR and the CUSIP is 46090A101.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,259,841 | +9.0% | 15,947 | +19.6% | 0.01% | +10.0% |
| Q2 2023 | $1,156,074 | +49.8% | 13,334 | +51.2% | 0.01% | +42.9% |
| Q1 2023 | $771,570 | +73.0% | 8,821 | +68.0% | 0.01% | +40.0% |
| Q3 2022 | $446,000 | -0.9% | 5,250 | +11.5% | 0.01% | +25.0% |
| Q2 2022 | $450,000 | -25.5% | 4,710 | -12.9% | 0.00% | -20.0% |
| Q1 2022 | $604,000 | +0.7% | 5,408 | +8.2% | 0.01% | 0.0% |
| Q4 2021 | $600,000 | +971.4% | 4,997 | +620.0% | 0.01% | +400.0% |
| Q2 2020 | $56,000 | -96.4% | 694 | -96.8% | 0.00% | -96.6% |
| Q1 2020 | $1,573,000 | – | 21,920 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Atlas Private Wealth Advisors | 182,157 | $14,391,298 | 2.72% |
| Field & Main Bank | 13,240 | $1,045,960 | 0.49% |
| Montz Harcus Wealth Management LLC | 4,897 | $386,834 | 0.33% |
| ARBOR CAPITAL MANAGEMENT INC /ADV | 4,535 | $346,261 | 0.31% |
| Koshinski Asset Management, Inc. | 33,219 | $2,624,335 | 0.30% |
| BEAM WEALTH ADVISORS, INC. | 5,357 | $423,198 | 0.30% |
| Strategic Financial Concepts, LLC | 9,409 | $743,303 | 0.25% |
| CVA Family Office, LLC | 3,002 | $237,201 | 0.05% |
| Steward Partners Investment Advisory, LLC | 41,153 | $3,251,178 | 0.05% |
| Stratos Wealth Advisors, LLC | 7,032 | $555,613 | 0.04% |