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Invesco Active US Real Estate Fund
PSR

Name Holding Trade Value Shares
Change 		Change in
Stake
CW
1
CreativeOne Wealth
Kansas
$9.43M +$1.86M +20,806 +26%
BC
2
Brio Consultants
California
$8.22M +$366K +4,100 +5%
GM
3
GeoWealth Management
Illinois
$3.82M +$374K +4,194 +11%
LPL Financial
4
LPL Financial
California
$1.93M +$535K +6,000 +41%
AAS
5
Avantax Advisory Services
Texas
$1.82M +$232K +2,604 +15%
Osaic Holdings
6
Osaic Holdings
Arizona
$1.74M -$470K -5,264 -22%
BWA
7
Beam Wealth Advisors
Louisiana
$1.65M +$91.1K +1,021 +6%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$1.11M +$240K +2,685 +29%
SPIA
9
Steward Partners Investment Advisory
New York
$963K -$1.27M -14,189 -58%
FMB
10
Field & Main Bank
Kentucky
$949K +$28.1K +315 +3%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$878K +$47.2K +529 +6%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$854K +$43.2K +484 +6%
Goldman Sachs
13
Goldman Sachs
New York
$811K – – –
RJFSA
14
Raymond James Financial Services Advisors
Florida
$657K +$23.7K +266 +4%
GT
15
Glenmede Trust
Pennsylvania
$558K – – –
DAS
16
Dynamic Advisor Solutions
Arizona
$523K +$55.7K +624 +13%
BAM
17
Belpointe Asset Management
Nevada
$477K +$142K +1,594 +45%
SWM
18
Sculati Wealth Management
Michigan
$460K +$14.5K +163 +3%
SWA
19
Stratos Wealth Advisors
Ohio
$444K +$44.5K +499 +12%
Morgan Stanley
20
Morgan Stanley
New York
$402K +$65.1K +730 +20%
UBS Group
21
UBS Group
Switzerland
$396K +$371K +4,159 +5,697%
CWM
22
Collaborative Wealth Management
Florida
$395K +$316K +3,537 New
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$359K -$902K -10,112 -72%
Wells Fargo
24
Wells Fargo
California
$346K -$93.7K -1,050 -22%
MNBTD
25
Moody National Bank Trust Division
Texas
$320K -$3.3K -37 -1%
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