Purchases and Sales Made in Q1 2021 in Invesco Actively Mngd ETF Tr U (GSY)
This table provides information about the institutional ownership of Invesco Actively Mngd ETF Tr U (GSY) during Q1 2021. The information is specifically focused on institutions that hold shares of INVESCO ACTIVELY MNGD ETF TR U.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 12, 2021
Q1 2021
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
9.19KNew |
$464K - $465K
|
9.19K
$461K
|
|
|
May 13, 2021
Q1 2021
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
8.71K+ 17.78% |
$440K - $441K
|
57.7K
$2.89M
|
|
|
May 14, 2021
Q1 2021
|
Natixis
Paris, I0 |
BUY
|
- |
8.57K+ 12.41% |
$432K - $433K
|
77.6K
$3.89M
|
|
|
May 13, 2021
Q1 2021
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
8.54K+ 7.41% |
$431K - $432K
|
124K
$6.21M
|
|
|
May 07, 2021
Q1 2021
|
Graypoint LLC
|
BUY
|
- |
8.01KNew |
$404K - $405K
|
8.01K
$402K
|
|
|
Apr 14, 2021
Q1 2021
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
7.92K+ 9.82% |
$399K - $400K
|
88.6K
$4.44M
|
|
|
May 12, 2022
Q1 2021
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
7.74KNew |
$391K - $392K
|
7.74K
$388K
|
|
|
May 04, 2021
Q1 2021
|
Ccg Wealth Management, LLC
|
BUY
|
- |
7.55K+ 9.59% |
$381K - $382K
|
86.2K
$4.32M
|
|
|
Apr 30, 2021
Q1 2021
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
7.52KNew |
$379K - $380K
|
7.52K
$377K
|
|
|
May 04, 2021
Q1 2021
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
6.87K+ 11.17% |
$347K - $348K
|
68.4K
$3.43M
|
|
|
Apr 12, 2021
Q1 2021
|
Randolph CO Inc
Cincinnati, OH |
BUY
|
- |
6.79K+ 69.94% |
$342K - $343K
|
16.5K
$826K
|
|
|
May 12, 2021
Q1 2021
|
Purus Wealth Management, LLC
|
BUY
|
- |
6.36KNew |
$321K - $322K
|
6.36K
$319K
|
|
|
May 07, 2021
Q1 2021
|
D.A. Davidson & Co.
|
BUY
|
- |
6.32K+ 9.81% |
$319K - $320K
|
70.7K
$3.54M
|
|
|
Apr 28, 2021
Q1 2021
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
5.98KNew |
$302K - $303K
|
5.98K
$300K
|
|
|
Apr 23, 2021
Q1 2021
|
Welch Group, LLC
|
BUY
|
- |
5.9KNew |
$298K - $298K
|
5.9K
$296K
|
|
|
May 05, 2021
Q1 2021
|
Weatherly Asset Management L. P.
|
BUY
|
- |
5.42K+ 9.8% |
$273K - $274K
|
60.7K
$3.04M
|
|
|
Apr 27, 2021
Q1 2021
|
Ridgewood Investments LLC
|
BUY
|
- |
5.36KNew |
$271K - $271K
|
5.36K
$269K
|
|
|
May 17, 2021
Q1 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
5.07K+ 49.61% |
$256K - $256K
|
15.3K
$766K
|
|
|
Apr 19, 2021
Q1 2021
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
5.06K+ 5.17% |
$255K - $256K
|
103K
$5.16M
|
|
|
Apr 27, 2021
Q1 2021
|
De Dora Capital, Inc.
|
BUY
|
- |
4.83KNew |
$244K - $244K
|
4.83K
$242K
|
|
|
Apr 28, 2021
Q1 2021
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
4.64KNew |
$234K - $235K
|
4.64K
$233K
|
|
|
May 11, 2021
Q1 2021
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
4.18KNew |
$211K - $211K
|
4.18K
$209K
|
|
|
May 06, 2021
Q1 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
4.16K+ 24.19% |
$210K - $210K
|
21.4K
$1.07M
|
|
|
May 06, 2021
Q1 2021
|
Meitav Dash Investments LTD
|
BUY
|
- |
4.01KNew |
$202K - $203K
|
4.01K
$201K
|
|
|
May 17, 2021
Q1 2021
|
Syntal Capital Partners, LLC
Midland, TX |
BUY
|
- |
3.94K+ 16.18% |
$199K - $199K
|
28.3K
$1.42M
|
|
|
Apr 30, 2021
Q1 2021
|
Claraphi Advisory Network, LLC
|
BUY
|
- |
3.78K+ 23.59% |
$191K - $191K
|
19.8K
$992K
|
|
|
May 13, 2021
Q1 2021
|
Blair William & CO
Chicago, IL |
BUY
|
- |
3.74K+ 2.12% |
$189K - $189K
|
180K
$9.04M
|
|
|
Jun 21, 2021
Q1 2021
|
Iron Bridge Private Wealth, LLC
|
BUY
|
- |
3.46K+ 1.66% |
$175K - $175K
|
211K
$10.6M
|
|
|
Apr 15, 2021
Q1 2021
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
2.75KNew |
$139K - $139K
|
2.75K
$138K
|
|
|
Apr 23, 2021
Q1 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
2.59K+ 34.93% |
$130K - $131K
|
9.99K
$500K
|
|
|
May 24, 2021
Q1 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
2.39K+ 2.42% |
$121K - $121K
|
101K
$5.06M
|
|
|
May 11, 2021
Q1 2021
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
2.2K+ 13.23% |
$111K - $111K
|
18.8K
$944K
|
|
|
Jun 21, 2021
Q1 2021
|
Wealthsource Partners, LLC
|
BUY
|
- |
2.14K+ 9.61% |
$108K - $108K
|
24.4K
$1.22M
|
|
|
Apr 26, 2021
Q1 2021
|
Atwood & Palmer Inc
|
BUY
|
- |
2.03K+ 0.52% |
$102K - $102K
|
389K
$19.5M
|
|
|
Apr 28, 2021
Q1 2021
|
Davenport & CO LLC
|
BUY
|
- |
1.93K+ 42.68% |
$97.4K - $97.6K
|
6.45K
$323K
|
|
|
Apr 20, 2021
Q1 2021
|
V Wealth Advisors LLC
|
BUY
|
- |
1.84K+ 9.15% |
$93.1K - $93.3K
|
22K
$1.1M
|
|
|
Apr 29, 2021
Q1 2021
|
Allen Capital Group, LLC
|
BUY
|
- |
1.8K+ 4.03% |
$90.8K - $91.1K
|
46.5K
$2.33M
|
|
|
May 14, 2021
Q1 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.65K+ 13.01% |
$83.1K - $83.3K
|
14.3K
$717K
|
|
|
May 06, 2021
Q1 2021
|
Spectrum Management Group, LLC
|
BUY
|
- |
1.09K+ 162.09% |
$54.8K - $54.9K
|
1.76K
$88K
|
|
|
May 17, 2021
Q1 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.03K+ 7.62% |
$52.1K - $52.3K
|
14.6K
$731K
|
|
|
May 12, 2021
Q1 2021
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
1.03K+ 19.68% |
$52K - $52.1K
|
6.27K
$314K
|
|
|
May 12, 2021
Q1 2021
|
Ubs Group Ag
|
BUY
|
- |
997+ 0.19% |
$50.3K - $50.4K
|
535K
$26.8M
|
|
|
May 17, 2021
Q1 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
845+ 24.9% |
$42.6K - $42.7K
|
4.24K
$212K
|
|
|
May 05, 2021
Q1 2021
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
675+ 10.86% |
$34.1K - $34.1K
|
6.89K
$345K
|
|
|
May 14, 2021
Q1 2021
|
Assetmark, Inc
|
BUY
|
- |
625+ 3.25% |
$31.5K - $31.6K
|
19.8K
$995K
|
|
|
May 04, 2021
Q1 2021
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
622+ 3.37% |
$31.4K - $31.5K
|
19.1K
$957K
|
|
|
Apr 09, 2021
Q1 2021
|
Legacy Private Trust Co.
|
BUY
|
- |
556+ 1.62% |
$28.1K - $28.1K
|
34.8K
$1.75M
|
|
|
May 17, 2021
Q1 2021
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
321+ 6.35% |
$16.2K - $16.2K
|
5.38K
$269K
|
|
|
May 03, 2021
Q1 2021
|
Acg Wealth
|
BUY
|
- |
236+ 1.57% |
$11.9K - $11.9K
|
15.2K
$764K
|
|
|
May 18, 2021
Q1 2021
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
165+ 0.14% |
$8.33K - $8.35K
|
120K
$6.02M
|