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Invesco Active US Real Estate Fund
PSR

Name Holding Trade Value Shares
Change 		Change in
Stake
Goldman Sachs
1
Goldman Sachs
New York
$4.92M +$5.26M +58,045 +555%
BC
2
Brio Consultants
California
$4.87M +$25.1K +277 +0.4%
Truist Financial
3
Truist Financial
North Carolina
$3.77M +$3.11M +34,261 +187%
UWM
4
USAdvisors Wealth Management
Minnesota
$2.99M +$421K +4,643 +13%
Osaic Holdings
5
Osaic Holdings
Arizona
$2.99M +$6.03M +66,496 New
RJFSA
6
Raymond James Financial Services Advisors
Florida
$2.89M -$701K -7,732 -16%
LWAC
7
Laurel Wealth Advisors (California)
California
$2.79M -$385K -4,241 -10%
LPL Financial
8
LPL Financial
California
$2.7M +$1.65M +18,179 +94%
WAS
9
Wealth Advisory Solutions
Indiana
$1.8M +$452K +4,983 +25%
AFP
10
Ausdal Financial Partners
Iowa
$1.67M +$2M +22,048 New
RJA
11
Raymond James & Associates
Florida
$1.65M +$495K +5,462 +31%
PAG
12
Private Advisor Group
New Jersey
$1.57M +$1.99M +21,920 New
SPIA
13
Steward Partners Investment Advisory
New York
$1.4M +$1.77M +19,528 New
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$1.33M -$528K -5,820 -24%
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$1.31M +$1.66M +18,281 New
BWA
16
Beam Wealth Advisors
Louisiana
$1.02M +$1.29M +14,235 New
AAS
17
Avantax Advisory Services
Texas
$1.01M -$27.1K -299 -2%
AWM
18
AE Wealth Management
Kansas
$1.01M +$518K +5,707 +68%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$967K +$233K +2,566 +24%
Wells Fargo
20
Wells Fargo
California
$875K -$122K -1,345 -10%
CFD
21
Creative Financial Designs
Indiana
$778K +$36.7K +405 +4%
CF
22
Centaurus Financial
California
$741K +$369K +4,071 +65%
SPC
23
Sigma Planning Corp
Michigan
$643K +$89.8K +990 +12%
AI
24
Atria Investments
North Carolina
$624K +$789K +8,697 New
BFG
25
Barber Financial Group
Kansas
$620K -$13M -143,767 -94%
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