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Invesco Active US Real Estate Fund

Name Holding Trade Value Shares
Change
Change in
Stake
BAM
26
Belpointe Asset Management
Nevada
$304K +$296K +3,504 New
MNBTD
27
Moody National Bank Trust Division
Texas
$300K -$1.52K -18 -0.5%
IA
28
IFP Advisors
Florida
$287K -$111K -1,310 -28%
WAS
29
Wealth Advisory Solutions
Indiana
$264K -$16.5K -195 -6%
GWM
30
Geneos Wealth Management
Colorado
$263K +$71.7K +848 +44%
RJA
31
Raymond James & Associates
Florida
$255K
WA
32
WBH Advisory
Maryland
$226K
KAS
33
Kestra Advisory Services
Texas
$225K +$222K +2,621 New
CA
34
Cambridge Advisors
Nebraska
$219K +$2.2K +26 +1%
Fifth Third Bancorp
35
Fifth Third Bancorp
Ohio
$217K
OFG
36
Omega Financial Group
California
$207K -$39.5K -467 -16%
CFO
37
CVA Family Office
Colorado
$195K
TRCT
38
Tower Research Capital (TRC)
New York
$163K -$195K -2,305 -55%
SFS
39
Sowell Financial Services
Arkansas
$55K
AIP
40
Ameritas Investment Partners
Nebraska
$38K
CAGAS
41
Capital Advisory Group Advisory Services
Minnesota
$37K -$8.46K -100 -19%
SIM
42
Sonora Investment Management
Arizona
$36K +$35.3K +417 New
CFGS
43
Concourse Financial Group Securities
Alabama
$26K
COCM
44
Charter Oak Capital Management
New Hampshire
$22K +$21.1K +250 New
William Blair & Company
45
William Blair & Company
Illinois
$16K +$15.7K +186 New
PNC Financial Services Group
46
PNC Financial Services Group
Pennsylvania
$14K -$31.1K -368 -70%
AWA
47
Arkadios Wealth Advisors
Georgia
$10K +$9.98K +118 New
IBOK
48
Independence Bank of Kentucky
Kentucky
$9K
UBS Group
49
UBS Group
Switzerland
$6K -$169K -1,998 -96%
AA
50
Addison Advisors
Vermont
$6K +$5.41K +64 New