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 ↓ |
|---|---|---|---|
| Brio Consultants, LLC | 67,796 | $4,865,000 | 1.94% |
| USAdvisors Wealth Management, LLC | 41,648 | $2,988,000 | 1.84% |
| BEAM WEALTH ADVISORS, INC. | 14,235 | $1,022,000 | 1.01% |
| Laurel Wealth Advisors, Inc. | 38,957 | $2,795,000 | 0.64% |
| Wealth Advisory Solutions, LLC | 25,049 | $1,797,000 | 0.61% |
| Ausdal Financial Partners, Inc. | 22,048 | $1,665,000 | 0.59% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 10,837 | $778,000 | 0.40% |
| CVA Family Office, LLC | 3,796 | $272,000 | 0.28% |
| Barber Financial Group, Inc. | 8,634 | $620,000 | 0.20% |
| Omega Financial Group, LLC | 2,828 | $203,000 | 0.15% |