We are live on ! Find out more
PSR icon

Invesco Active US Real Estate Fund

Name Holding Trade Value Shares
Change
Change in
Stake
IUHSA
1
Itau Unibanco Holding S.A.
Brazil
$22.7M +$8.4M +80,865 New
LPL Financial
2
LPL Financial
California
$6.12M +$311K +2,994 +5%
Morgan Stanley
3
Morgan Stanley
New York
$5.66M +$5.14M +49,417 +502%
FAIM
4
Financial Advocates Investment Management
Washington
$5.22M +$5.68M +54,645 New
APWA
5
Atlas Private Wealth Advisors
New Jersey
$3.75M +$4.08M +39,269 New
Koshinski Asset Management
6
Koshinski Asset Management
Illinois
$3.67M -$20.7K -199 -0.5%
SPIA
7
Steward Partners Investment Advisory
New York
$3.49M +$154K +1,479 +4%
AAS
8
Avantax Advisory Services
Texas
$2.25M +$73.5K +707 +3%
Osaic Holdings
9
Osaic Holdings
Arizona
$2.21M -$5.4K -52 -0.2%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$2.01M +$1.13M +10,864 +106%
BWA
11
Beam Wealth Advisors
Louisiana
$1.77M +$196K +1,883 +11%
HW
12
Hedeker Wealth
Illinois
$1.37M +$1.45M +13,936 New
RJFSA
13
Raymond James Financial Services Advisors
Florida
$1.21M +$357K +3,435 +37%
FMB
14
Field & Main Bank
Kentucky
$1.07M +$27.6K +266 +2%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$1.01M -$77.6K -747 -7%
GWM
16
Geneos Wealth Management
Colorado
$996K +$118K +1,133 +12%
BAM
17
Belpointe Asset Management
Nevada
$973K +$96.1K +925 +10%
CTC
18
Central Trust Company
Missouri
$960K +$216K +2,075 +26%
DAS
19
Dynamic Advisor Solutions
Arizona
$954K +$113K +1,092 +12%
CW
20
CreativeOne Wealth
Kansas
$846K -$848K -8,161 -48%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$841K +$196K +1,884 +27%
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
$839K
Wells Fargo
23
Wells Fargo
California
$623K -$56.8K -547 -8%
GT
24
Glenmede Trust
Pennsylvania
$570K
SWA
25
Stratos Wealth Advisors
Ohio
$510K +$12.6K +121 +2%