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Invesco Active US Real Estate Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$349K -$6.15K -79 -2%
UBS Group
27
UBS Group
Switzerland
$338K +$293K +3,770 +891%
IA
28
IFP Advisors
Florida
$313K +$25.8K +332 +9%
CPA
29
Capital Planning Advisors
California
$310K +$299K +3,843 New
FAAS
30
First Allied Advisory Services
California
$304K +$26.5K +340 +10%
MNBTD
31
Moody National Bank Trust Division
Texas
$301K +$290K +3,729 New
CFO
32
CVA Family Office
Colorado
$272K -$32.7K -420 -11%
OFG
33
Omega Financial Group
California
$228K
GWM
34
Geneos Wealth Management
Colorado
$224K -$3.89K -50 -2%
DAS
35
Dynamic Advisor Solutions
Arizona
$221K +$213K +2,739 New
RFN
36
RDA Financial Network
Iowa
$220K +$212K +2,727 New
SWM
37
Sculati Wealth Management
Michigan
$209K +$202K +2,592 New
WA
38
WBH Advisory
Maryland
$208K +$201K +2,588 New
Fifth Third Bancorp
39
Fifth Third Bancorp
Ohio
$202K
Morgan Stanley
40
Morgan Stanley
New York
$111K -$57.1K -733 -35%
Rockefeller Capital Management
41
Rockefeller Capital Management
New York
$90K +$701 +9 +0.8%
SFS
42
Sowell Financial Services
Arkansas
$86K -$170K -2,185 -67%
PNC Financial Services Group
43
PNC Financial Services Group
Pennsylvania
$81K +$78 +1 +0.1%
PAG
44
Private Advisor Group
New Jersey
$56K -$1.65M -21,226 -97%
CAGAS
45
Capital Advisory Group Advisory Services
Minnesota
$43K
CAN
46
Cetera Advisor Networks
California
$38K +$37K +475 New
AIP
47
Ameritas Investment Partners
Nebraska
$35K +$34.6K +445 New
CFGS
48
Concourse Financial Group Securities
Alabama
$24K
FHA
49
Flagship Harbor Advisors
Massachusetts
$22K
OPS
50
Orion Portfolio Solutions
Nebraska
$6K -$1.79K -23 -23%