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Invesco Active US Real Estate Fund
PSR

Name Holding Trade Value Shares
Change 		Change in
Stake
BFG
1
Barber Financial Group
Kansas
$17.2M +$16.7M +179,238 New
BC
2
Brio Consultants
California
$6.17M +$156K +1,673 +3%
RJFSA
3
Raymond James Financial Services Advisors
Florida
$4.78M +$212K +2,269 +5%
UWM
4
USAdvisors Wealth Management
Minnesota
$3.1M +$159K +1,700 +6%
LPL Financial
5
LPL Financial
California
$2.63M +$41.5K +445 +2%
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$1.88M -$1.17M -12,496 -39%
Wells Fargo
7
Wells Fargo
California
$1.82M -$163K -1,752 -8%
AG
8
Advisor Group
Arizona
$1.67M +$1.15M +12,295 +239%
RJA
9
Raymond James & Associates
Florida
$1.64M +$1.6M +17,117 New
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$1.46M +$744K +7,974 +110%
RCAG
11
Rehmann Capital Advisory Group
Michigan
$1.27M +$5.92M +63,476 New
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$1M +$98.3K +1,053 +11%
Goldman Sachs
13
Goldman Sachs
New York
$969K +$943K +10,110 New
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$775K +$351K +3,765 +87%
KM
15
Kalos Management
Georgia
$775K +$769K +8,245 New
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$765K +$298K +3,195 +67%
AWM
17
AE Wealth Management
Kansas
$763K +$743K +7,962 New
CF
18
Centaurus Financial
California
$590K +$575K +6,162 New
Morgan Stanley
19
Morgan Stanley
New York
$528K -$223K -2,395 -30%
FHC
20
First Heartland Consultants
Missouri
$432K +$421K +4,512 New
Fifth Third Bancorp
21
Fifth Third Bancorp
Ohio
$335K – – –
IA
22
IFP Advisors
Florida
$327K +$321K +3,438 New
MNBTD
23
Moody National Bank Trust Division
Texas
$264K +$18.4K +197 +8%
WA
24
WBH Advisory
Maryland
$247K – – –
FAAS
25
First Allied Advisory Services
California
$238K +$233K +2,492 New
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