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 26, 2021
Q1 2021
|
Aspire Private Capital, LLC
|
BUY
|
- |
156New |
$7.87K - $7.89K
|
156
$7.82K
|
|
|
May 18, 2021
Q1 2021
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
96+ 2.22% |
$4.85K - $4.86K
|
4.41K
$221K
|
|
|
May 03, 2021
Q1 2021
|
Jnba Financial Advisors
|
BUY
|
- |
95New |
$4.79K - $4.81K
|
95
$4.76K
|
|
|
Apr 09, 2021
Q1 2021
|
First Hawaiian Bank
|
BUY
|
- |
85+ 1.15% |
$4.29K - $4.3K
|
7.46K
$374K
|
|
|
May 06, 2021
Q1 2021
|
Scotia Capital Inc.
|
BUY
|
- |
78+ 0.34% |
$3.94K - $3.95K
|
23K
$1.15M
|
|
|
May 13, 2021
Q1 2021
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
59+ 2.57% |
$2.98K - $2.98K
|
2.35K
$118K
|
|
|
Apr 20, 2021
Q1 2021
|
Beacon Financial Advisory LLC
|
BUY
|
- |
5+ 0.03% |
$252 - $253
|
19K
$952K
|
|
|
May 17, 2021
Q1 2021
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
1+ 0.01% |
$50.5 - $50.6
|
6.72K
$337K
|
|
|
May 14, 2021
Q1 2021
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-40- 31.01% |
$2.02K - $2.02K
|
89
$4.46K
|
|
|
May 03, 2021
Q1 2021
|
55 I, LLC
Boston, MA |
SELL
|
- |
-121- 2.08% |
$6.11K - $6.12K
|
5.69K
$285K
|
|
|
Apr 22, 2021
Q1 2021
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-180- 3.23% |
$9.08K - $9.11K
|
5.39K
$270K
|
|
|
May 10, 2021
Q1 2021
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-181Closed |
$9.14K - $9.16K
|
0
$0
|
|
|
Apr 28, 2021
Q1 2021
|
Parsons Capital Management Inc
|
SELL
|
- |
-215- 3.38% |
$10.9K - $10.9K
|
6.15K
$308K
|
|
|
May 18, 2021
Q1 2021
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-242- 3.49% |
$12.2K - $12.2K
|
6.7K
$336K
|
|
|
May 03, 2021
Q1 2021
|
Calton & Associates, Inc.
|
SELL
|
- |
-250- 2.82% |
$12.6K - $12.6K
|
8.62K
$432K
|
|
|
Apr 13, 2021
Q1 2021
|
4 J Wealth Management LLC
|
SELL
|
- |
-250- 1.98% |
$12.6K - $12.6K
|
12.3K
$619K
|
|
|
Apr 29, 2021
Q1 2021
|
Curi Wealth Management, LLC
|
SELL
|
- |
-287Closed |
$14.5K - $14.5K
|
0
$0
|
|
|
Apr 23, 2021
Q1 2021
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-332- 1.75% |
$16.8K - $16.8K
|
18.7K
$936K
|
|
|
Apr 28, 2021
Q1 2021
|
Santori & Peters, Inc.
|
SELL
|
- |
-350- 1.24% |
$17.7K - $17.7K
|
28K
$1.4M
|
|
|
May 06, 2021
Q1 2021
|
Larson Financial Group LLC
|
SELL
|
- |
-366- 51.33% |
$18.5K - $18.5K
|
347
$17.4K
|
|
|
May 04, 2021
Q1 2021
|
Community Bank, N.A.
|
SELL
|
- |
-370- 0.4% |
$18.7K - $18.7K
|
91.7K
$4.6M
|
|
|
May 14, 2021
Q1 2021
|
Xml Financial, LLC
|
SELL
|
- |
-376- 2.42% |
$19K - $19K
|
15.2K
$761K
|
|
|
May 17, 2021
Q1 2021
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-441Closed |
$22.3K - $22.3K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Vantage Consulting Group Inc
Virginia Beach, VA |
SELL
|
- |
-574Closed |
$29K - $29K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-612- 3.77% |
$30.9K - $31K
|
15.6K
$783K
|
|
|
May 03, 2021
Q1 2021
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-800- 13.22% |
$40.4K - $40.5K
|
5.25K
$263K
|
|
|
May 18, 2021
Q1 2021
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-811- 4.24% |
$40.9K - $41K
|
18.3K
$919K
|
|
|
May 24, 2021
Q1 2021
|
Advisory Services Network, LLC
|
SELL
|
- |
-941Closed |
$47.5K - $47.6K
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
SELL
|
- |
-995Closed |
$50.2K - $50.3K
|
0
$0
|
|
|
Aug 25, 2023
Q1 2021
|
Financial & Tax Architects, LLC
St Louis, MO |
SELL
|
- |
-1.09K- 9.11% |
$55.1K - $55.2K
|
10.9K
$546K
|
|
|
May 10, 2021
Q1 2021
|
Fure Financial Corp
Bloomington, MN |
SELL
|
- |
-1.23K- 44.09% |
$62.1K - $62.2K
|
1.56K
$78.2K
|
|
|
May 04, 2021
Q1 2021
|
Retirement Group, LLC
|
SELL
|
- |
-1.24K- 16.35% |
$62.5K - $62.7K
|
6.34K
$318K
|
|
|
May 17, 2021
Q1 2021
|
Laffer Tengler Investments
Nashville, TN |
SELL
|
- |
-1.42KClosed |
$71.7K - $71.9K
|
0
$0
|
|
|
Apr 28, 2021
Q1 2021
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-1.43K- 16.12% |
$72.1K - $72.2K
|
7.43K
$373K
|
|
|
May 14, 2021
Q1 2021
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-1.49K- 6.7% |
$74.9K - $75.1K
|
20.7K
$1.04M
|
|
|
Apr 08, 2021
Q1 2021
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-1.59K- 2.93% |
$80.2K - $80.4K
|
52.6K
$2.63M
|
|
|
May 11, 2021
Q1 2021
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.7K- 48.15% |
$86K - $86.2K
|
1.84K
$92K
|
|
|
Apr 23, 2021
Q1 2021
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-1.71K- 26.03% |
$86.4K - $86.6K
|
4.87K
$244K
|
|
|
May 03, 2021
Q1 2021
|
Manchester Financial Inc
|
SELL
|
- |
-1.72KClosed |
$86.7K - $86.9K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-1.76K- 8.15% |
$88.8K - $89K
|
19.8K
$994K
|
|
|
May 03, 2021
Q1 2021
|
Sandy Spring Bank
|
SELL
|
- |
-1.8K- 56.25% |
$90.8K - $91.1K
|
1.4K
$70.2K
|
|
|
May 13, 2021
Q1 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-2.27K- 13.38% |
$114K - $115K
|
14.7K
$735K
|
|
|
May 13, 2021
Q1 2021
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-2.3K- 16.08% |
$116K - $116K
|
12K
$601K
|
|
|
May 17, 2021
Q1 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2.76KClosed |
$139K - $140K
|
0
$0
|
|
|
May 06, 2021
Q1 2021
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-2.82K- 52.71% |
$142K - $143K
|
2.53K
$127K
|
|
|
May 13, 2021
Q1 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.91K- 24.62% |
$147K - $147K
|
8.92K
$447K
|
|
|
May 07, 2021
Q1 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-2.92K- 19.16% |
$147K - $148K
|
12.3K
$617K
|
|
|
May 14, 2021
Q1 2021
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-2.92K- 7.34% |
$147K - $148K
|
36.8K
$1.85M
|
|
|
May 13, 2021
Q1 2021
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-2.96K- 25.77% |
$149K - $150K
|
8.52K
$427K
|
|
|
Apr 30, 2021
Q1 2021
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-3.39KClosed |
$171K - $172K
|
0
$0
|