Purchases and Sales Made in Q1 2023 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 2023. 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 17, 2023
Q1 2023
|
Parsons Capital Management Inc
|
SELL
|
- |
-173- 2.12% |
$8.55K - $8.61K
|
7.99K
$400K
|
|
|
May 15, 2023
Q1 2023
|
Petix & Botte CO
|
SELL
|
- |
-174- 0.95% |
$8.6K - $8.66K
|
18.2K
$910K
|
|
|
Apr 19, 2023
Q1 2023
|
Santori & Peters, Inc.
|
SELL
|
- |
-218- 4.63% |
$10.8K - $10.8K
|
4.49K
$224K
|
|
|
May 15, 2023
Q1 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-266- 4.24% |
$13.2K - $13.2K
|
6K
$300K
|
|
|
May 08, 2023
Q1 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-461- 8.54% |
$22.8K - $22.9K
|
4.93K
$247K
|
|
|
May 03, 2023
Q1 2023
|
Compass Financial Advisors LLC
|
SELL
|
- |
-500- 2.18% |
$24.7K - $24.9K
|
22.4K
$1.12M
|
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-592- 4.37% |
$29.3K - $29.5K
|
13K
$648K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-638- 7.79% |
$31.5K - $31.8K
|
7.55K
$378K
|
|
|
May 15, 2023
Q1 2023
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-661- 8.56% |
$32.7K - $32.9K
|
7.06K
$353K
|
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-700- 8.99% |
$34.6K - $34.8K
|
7.09K
$355K
|
|
|
Apr 20, 2023
Q1 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-747- 4.99% |
$36.9K - $37.2K
|
14.2K
$712K
|
|
|
Apr 25, 2023
Q1 2023
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-840- 1.76% |
$41.5K - $41.8K
|
46.9K
$2.35M
|
|
|
May 10, 2023
Q1 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-845- 4.85% |
$41.8K - $42.1K
|
16.6K
$829K
|
|
|
May 04, 2023
Q1 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-861- 4.41% |
$42.6K - $42.9K
|
18.7K
$934K
|
|
|
Apr 20, 2023
Q1 2023
|
Community Bank, N.A.
|
SELL
|
- |
-870- 13.38% |
$43K - $43.3K
|
5.63K
$282K
|
|
|
May 12, 2023
Q1 2023
|
Retirement Group, LLC
|
SELL
|
- |
-1.17K- 76.32% |
$57.8K - $58.2K
|
363
$18.2K
|
|
|
May 08, 2023
Q1 2023
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-1.2K- 7.82% |
$59.3K - $59.7K
|
14.2K
$708K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.34K- 2.15% |
$66.2K - $66.6K
|
61K
$3.05M
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
SELL
|
- |
-1.41K- 0.34% |
$69.7K - $70.1K
|
416K
$20.8M
|
|
|
Apr 21, 2023
Q1 2023
|
Atwood & Palmer Inc
|
SELL
|
- |
-1.42K- 0.8% |
$70.4K - $70.8K
|
176K
$8.8M
|
|
|
Apr 26, 2023
Q1 2023
|
Financial & Tax Architects, LLC
St Louis, MO |
SELL
|
- |
-1.62K- 6.09% |
$79.9K - $80.4K
|
24.9K
$1.25M
|
|
|
Apr 28, 2023
Q1 2023
|
Triasima Portfolio Management Inc.
|
SELL
|
- |
-1.82K- 27.27% |
$90K - $90.6K
|
4.86K
$243K
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.86K- 4.57% |
$91.8K - $92.4K
|
38.8K
$1.94M
|
|
|
Apr 20, 2023
Q1 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-2.07K- 28.27% |
$102K - $103K
|
5.25K
$263K
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.12K- 12.65% |
$105K - $105K
|
14.6K
$731K
|
|
|
May 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-2.24K- 14.55% |
$111K - $112K
|
13.2K
$659K
|
|
|
May 04, 2023
Q1 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-2.43K- 8.87% |
$120K - $121K
|
25K
$1.25M
|
|
|
Apr 14, 2023
Q1 2023
|
Ledge Wealth Management, Inc.
|
SELL
|
- |
-2.51K- 26.45% |
$124K - $125K
|
6.98K
$349K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.73K- 22.69% |
$135K - $136K
|
9.32K
$466K
|
|
|
May 15, 2023
Q1 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-2.93K- 10.63% |
$145K - $146K
|
24.6K
$1.23M
|
|
|
May 03, 2023
Q1 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-3.07K- 2.08% |
$152K - $153K
|
145K
$7.25M
|
|
|
May 12, 2023
Q1 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-3.4K- 44.99% |
$168K - $169K
|
4.16K
$208K
|
|
|
Apr 20, 2023
Q1 2023
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-3.65K- 11.95% |
$180K - $182K
|
26.9K
$1.34M
|
|
|
May 05, 2023
Q1 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-3.74K- 75.41% |
$185K - $186K
|
1.22K
$60.9K
|
|
|
Nov 21, 2023
Q1 2023
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-3.78K- 19.52% |
$187K - $188K
|
15.6K
$778K
|
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-3.95K- 39.85% |
$195K - $196K
|
5.96K
$298K
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-4.96K- 27.85% |
$245K - $247K
|
12.9K
$643K
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-5.32K- 90.22% |
$263K - $265K
|
577
$28.9K
|
|
|
May 15, 2023
Q1 2023
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-5.41K- 73.62% |
$268K - $269K
|
1.94K
$97K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-5.77K- 1.24% |
$285K - $287K
|
460K
$23M
|
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-5.78K- 17.52% |
$286K - $288K
|
27.2K
$1.36M
|
|
|
Apr 07, 2023
Q1 2023
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-6.04K- 59.55% |
$298K - $300K
|
4.1K
$205K
|
|
|
May 11, 2023
Q1 2023
|
Citigroup Inc
|
SELL
|
- |
-6.64K- 60.33% |
$328K - $330K
|
4.36K
$218K
|
|
|
May 04, 2023
Q1 2023
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-7.21K- 6.36% |
$357K - $359K
|
106K
$5.32M
|
|
|
Apr 25, 2023
Q1 2023
|
First Merchants Corp
|
SELL
|
- |
-7.6K- 2.25% |
$375K - $378K
|
330K
$16.5M
|
|
|
Apr 21, 2023
Q1 2023
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-8.07K- 15.48% |
$399K - $402K
|
44K
$2.2M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-8.73K- 31.15% |
$431K - $434K
|
19.3K
$965K
|
|
|
May 26, 2023
Q1 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-8.95KClosed |
$443K - $445K
|
0
$0
|
|
|
Apr 24, 2023
Q1 2023
|
Duncker Streett & CO Inc
|
SELL
|
- |
-9.23K- 10.18% |
$456K - $459K
|
81.4K
$4.07M
|
|
|
Apr 22, 2024
Q1 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-9.54K- 21.13% |
$472K - $475K
|
35.6K
$1.78M
|