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Invesco Active US Real Estate Fund
PSR

Name Holding Trade Value Shares
Change 		Change in
Stake
BC
1
Brio Consultants
California
$7.28M -$85.6K -1,012 -1%
CW
2
CreativeOne Wealth
Kansas
$6.95M +$2.31M +27,262 +52%
GM
3
GeoWealth Management
Illinois
$3.18M +$247K +2,925 +9%
SPIA
4
Steward Partners Investment Advisory
New York
$2.13M +$67.6K +799 +3%
Osaic Holdings
5
Osaic Holdings
Arizona
$2.07M -$1.29M -15,238 -39%
AAS
6
Avantax Advisory Services
Texas
$1.46M +$26K +307 +2%
BWA
7
Beam Wealth Advisors
Louisiana
$1.45M -$273K -3,223 -16%
LPL Financial
8
LPL Financial
California
$1.27M +$327K +3,866 +36%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$1.21M +$872K +10,314 +284%
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$875K -$67.6K -799 -7%
FMB
11
Field & Main Bank
Kentucky
$854K -$48.2K -570 -5%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$797K +$18.3K +216 +2%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$770K +$61.6K +729 +9%
Goldman Sachs
14
Goldman Sachs
New York
$753K -$846K -10,000 -54%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$751K -$103K -1,218 -12%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$587K – – –
GT
17
Glenmede Trust
Pennsylvania
$518K – – –
Citadel Advisors
18
Citadel Advisors
Florida
$508K -$1.72M -20,392 -78%
DAS
19
Dynamic Advisor Solutions
Arizona
$432K +$132K +1,560 +46%
Wells Fargo
20
Wells Fargo
California
$413K -$463K -5,478 -54%
SWM
21
Sculati Wealth Management
Michigan
$413K +$43.2K +511 +12%
SWA
22
Stratos Wealth Advisors
Ohio
$369K +$17.3K +205 +5%
Thrivent Financial for Lutherans
23
Thrivent Financial for Lutherans
Minnesota
$328K – – –
Morgan Stanley
24
Morgan Stanley
New York
$310K +$191K +2,263 +174%
Cetera Investment Advisers
25
Cetera Investment Advisers
Illinois
$304K +$296K +3,500 New
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