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 |
---|---|---|---|---|---|---|---|
Apr 30, 2021
Q1 2021
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-28.3K- 10.07% |
$1.43M - $1.43M
|
252K
$12.7M
|
|
May 19, 2021
Q1 2021
|
Clarity Financial LLC
|
SELL
|
- |
-37.2K- 41.09% |
$1.88M - $1.88M
|
53.3K
$2.67M
|
|
May 06, 2021
Q1 2021
|
Capital Wealth Management, LLC
W. Warwick, RI |
SELL
|
- |
-38.8K- 22.26% |
$1.96M - $1.97M
|
136K
$6.81M
|
|
May 14, 2021
Q1 2021
|
Signature Wealth Management Partners, LLC
|
SELL
|
- |
-40.1K- 63.36% |
$2.02M - $2.03M
|
23.2K
$1.16M
|
|
May 13, 2021
Q1 2021
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-40.6K- 77.43% |
$2.05M - $2.05M
|
11.8K
$594K
|
|
May 13, 2021
Q1 2021
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-43.7K- 22.77% |
$2.21M - $2.21M
|
148K
$7.43M
|
|
Apr 27, 2021
Q1 2021
|
Vishria Bird Financial Group, LLC
|
SELL
|
- |
-47K- 64.3% |
$2.37M - $2.38M
|
26.1K
$1.31M
|
|
Apr 30, 2021
Q1 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
-51.5K- 64.24% |
$2.6M - $2.61M
|
28.7K
$1.44M
|
|
Apr 16, 2021
Q1 2021
|
Lake Street Financial LLC
|
SELL
|
- |
-61.6K- 48.01% |
$3.11M - $3.12M
|
66.7K
$3.34M
|
|
Apr 30, 2021
Q1 2021
|
Pasadena Private Wealth, LLC
Pasadena, CA |
SELL
|
- |
-74.7K- 18.17% |
$3.77M - $3.78M
|
336K
$16.9M
|
|
May 13, 2021
Q1 2021
|
Crabel Capital Management, LLC
Milwaukee, WI |
SELL
|
- |
-90.9KClosed |
$4.59M - $4.6M
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-104K- 19.34% |
$5.25M - $5.26M
|
433K
$21.7M
|
|
Apr 19, 2021
Q1 2021
|
Engrave Wealth Partners LLC
|
SELL
|
- |
-108KClosed |
$5.46M - $5.47M
|
0
$0
|
|
May 05, 2021
Q1 2021
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-108K- 79.63% |
$5.48M - $5.49M
|
27.8K
$1.39M
|
|
May 07, 2021
Q1 2021
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-112K- 29.86% |
$5.64M - $5.65M
|
262K
$13.2M
|
|
May 13, 2021
Q1 2021
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-121K- 62.15% |
$6.09M - $6.11M
|
73.5K
$3.69M
|
|
Sep 15, 2021
Q1 2021
|
Cwm, LLC
|
SELL
|
- |
-156K- 22.07% |
$7.89M - $7.9M
|
552K
$27.7M
|
|
May 13, 2021
Q1 2021
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-217K- 8.61% |
$10.9M - $11M
|
2.3M
$115M
|
|
Apr 22, 2021
Q1 2021
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-391K- 99.29% |
$19.7M - $19.8M
|
2.78K
$139K
|
|
May 11, 2021
Q1 2021
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-479KClosed |
$24.2M - $24.3M
|
0
$0
|
|
Apr 15, 2021
Q1 2021
|
Pacific Wealth Management
|
SELL
|
- |
-539KClosed |
$27.2M - $27.3M
|
0
$0
|