Purchases and Sales Made in Q1 2024 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 2024. 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 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
146New |
$7.26K - $7.3K
|
146
$7.34K
|
|
|
Apr 26, 2024
Q1 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
140New |
$6.97K - $7K
|
140
$7.04K
|
|
|
Apr 19, 2024
Q1 2024
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
81+ 1.36% |
$4.03K - $4.05K
|
6.02K
$303K
|
|
|
Apr 23, 2024
Q1 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
77+ 1.6% |
$3.83K - $3.85K
|
4.9K
$246K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
52+ 1.99% |
$2.59K - $2.6K
|
2.66K
$134K
|
|
|
May 15, 2024
Q1 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
51+ 0.37% |
$2.54K - $2.55K
|
14K
$703K
|
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
BUY
|
- |
47+ 2.54% |
$2.34K - $2.35K
|
1.9K
$95.3K
|
|
|
Apr 11, 2024
Q1 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
10+ 0.14% |
$498 - $500
|
7.26K
$365K
|
|
|
Apr 30, 2024
Q1 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
10+ 0.34% |
$498 - $500
|
2.93K
$147K
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
7+ 0.06% |
$348 - $350
|
11.8K
$595K
|
|
|
Apr 25, 2024
Q1 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
7+ 0.16% |
$348 - $350
|
4.48K
$225K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
5+ 1.44% |
$249 - $250
|
353
$17.7K
|
|
|
May 15, 2024
Q1 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
4New |
$199 - $200
|
4
$201
|
|
|
Apr 26, 2024
Q1 2024
|
Jnba Financial Advisors
|
BUY
|
- |
1+ 0.98% |
$49.8 - $50
|
103
$5.18K
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-34- 40.48% |
$1.69K - $1.7K
|
50
$2.51K
|
|
|
Apr 22, 2024
Q1 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-79- 1.22% |
$3.93K - $3.95K
|
6.39K
$321K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-82- 1.99% |
$4.08K - $4.1K
|
4.04K
$203K
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
SELL
|
- |
-90- 3.0% |
$4.48K - $4.5K
|
2.91K
$146K
|
|
|
May 13, 2024
Q1 2024
|
National Bank Of Canada
|
SELL
|
- |
-100- 0.49% |
$4.98K - $5K
|
20.2K
$1.02M
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-146- 33.49% |
$7.26K - $7.3K
|
290
$14.6K
|
|
|
Apr 16, 2024
Q1 2024
|
Tsfg, LLC
|
SELL
|
- |
-147- 85.47% |
$7.31K - $7.35K
|
25
$1.26K
|
|
|
May 06, 2024
Q1 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-149- 57.31% |
$7.41K - $7.45K
|
111
$5.58K
|
|
|
May 13, 2024
Q1 2024
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-198- 0.16% |
$9.85K - $9.9K
|
120K
$6.02M
|
|
|
Apr 19, 2024
Q1 2024
|
Santori & Peters, Inc.
|
SELL
|
- |
-201- 4.24% |
$10K - $10.1K
|
4.54K
$228K
|
|
|
Apr 10, 2024
Q1 2024
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-345- 5.7% |
$17.2K - $17.3K
|
5.71K
$287K
|
|
|
May 07, 2024
Q1 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-377- 6.18% |
$18.8K - $18.9K
|
5.73K
$288K
|
|
|
May 13, 2024
Q1 2024
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-395- 3.55% |
$19.7K - $19.8K
|
10.7K
$539K
|
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-398- 17.36% |
$19.8K - $19.9K
|
1.89K
$95.2K
|
|
|
Apr 16, 2024
Q1 2024
|
Calton & Associates, Inc.
|
SELL
|
- |
-490- 4.61% |
$24.4K - $24.5K
|
10.1K
$510K
|
|
|
May 15, 2024
Q1 2024
|
Edge Rock Capital LLC
|
SELL
|
- |
-496- 9.79% |
$24.7K - $24.8K
|
4.57K
$230K
|
|
|
Apr 22, 2024
Q1 2024
|
Cgc Financial Services, LLC
Lake Oswego, OR |
SELL
|
- |
-562- 4.01% |
$28K - $28.1K
|
13.5K
$677K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-750- 4.07% |
$37.3K - $37.5K
|
17.7K
$888K
|
|
|
May 14, 2024
Q1 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-777- 2.97% |
$38.7K - $38.9K
|
25.4K
$1.28M
|
|
|
Jun 26, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-785- 23.82% |
$39.1K - $39.3K
|
2.51K
$126K
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-790- 13.71% |
$39.3K - $39.5K
|
4.97K
$250K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-878- 4.59% |
$43.7K - $43.9K
|
18.3K
$918K
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-944- 0.66% |
$47K - $47.2K
|
143K
$7.17M
|
|
|
Apr 18, 2024
Q1 2024
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-1.05K- 4.09% |
$52.2K - $52.5K
|
24.6K
$1.24M
|
|
|
May 13, 2024
Q1 2024
|
Gratus Capital LLC
|
SELL
|
- |
-1.05K- 14.55% |
$52.3K - $52.6K
|
6.18K
$310K
|
|
|
May 14, 2024
Q1 2024
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
SELL
|
- |
-1.2K- 18.32% |
$59.7K - $60K
|
5.35K
$269K
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.29K- 5.33% |
$63.9K - $64.3K
|
22.8K
$1.15M
|
|
|
May 01, 2024
Q1 2024
|
Seelaus Asset Management LLC
|
SELL
|
- |
-1.29K- 14.06% |
$64.2K - $64.5K
|
7.89K
$396K
|
|
|
Apr 22, 2024
Q1 2024
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-1.3K- 0.99% |
$64.6K - $65K
|
130K
$6.53M
|
|
|
May 09, 2024
Q1 2024
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-1.34K- 9.0% |
$66.8K - $67.2K
|
13.6K
$683K
|
|
|
May 02, 2024
Q1 2024
|
Redwood Financial Network Corp
|
SELL
|
- |
-1.38K- 10.92% |
$68.4K - $68.8K
|
11.2K
$564K
|
|
|
May 06, 2024
Q1 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-1.49K- 7.08% |
$74K - $74.4K
|
19.5K
$981K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.53K- 23.03% |
$76.1K - $76.5K
|
5.11K
$257K
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.68KClosed |
$83.5K - $83.9K
|
0
$0
|
|
|
Oct 21, 2024
Q1 2024
|
Wt Wealth Management
|
SELL
|
- |
-1.9K- 4.28% |
$94.7K - $95.2K
|
42.6K
$2.14M
|
|
|
May 06, 2024
Q1 2024
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-2.02K- 5.16% |
$100K - $101K
|
37.1K
$1.86M
|