Purchases and Sales Made in Q1 2025 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 2025. 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 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
131K+ 11.46% |
$6.57M - $6.6M
|
1.28M
$64M
|
|
|
Apr 09, 2025
Q1 2025
|
Gradient Investments LLC
|
BUY
|
- |
83.8K+ 5.96% |
$4.19M - $4.21M
|
1.49M
$74.6M
|
|
|
Apr 09, 2025
Q1 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
56.1K+ 8.39% |
$2.81M - $2.82M
|
724K
$36.3M
|
|
|
Apr 24, 2025
Q1 2025
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
50.7KNew |
$2.53M - $2.55M
|
50.7K
$2.54M
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
47.3K+ 6.61% |
$2.37M - $2.38M
|
763K
$38.2M
|
|
|
May 01, 2025
Q1 2025
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
39.7K+ 1527.5% |
$1.98M - $1.99M
|
42.3K
$2.12M
|
|
|
Apr 28, 2025
Q1 2025
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
33.6K+ 14.4% |
$1.68M - $1.69M
|
267K
$13.4M
|
|
|
Apr 10, 2025
Q1 2025
|
Lake Street Financial LLC
|
BUY
|
- |
32.6KNew |
$1.63M - $1.64M
|
32.6K
$1.63M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
31.2K+ 6.21% |
$1.56M - $1.57M
|
533K
$26.7M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
30.6K+ 29.08% |
$1.53M - $1.54M
|
136K
$6.81M
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
25.5K+ 7.86% |
$1.27M - $1.28M
|
349K
$17.5M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
23.8K+ 6.92% |
$1.19M - $1.2M
|
368K
$18.5M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
20.9K+ 59.78% |
$1.05M - $1.05M
|
55.9K
$2.8M
|
|
|
Apr 24, 2025
Q1 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
18.4KNew |
$921K - $926K
|
18.4K
$923K
|
|
|
Apr 14, 2025
Q1 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
17.9K+ 88.72% |
$897K - $902K
|
38.2K
$1.91M
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
16.8KNew |
$839K - $843K
|
16.8K
$840K
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
10.3K+ 36.72% |
$518K - $520K
|
38.5K
$1.93M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
9.43K+ 117912.5% |
$472K - $474K
|
9.44K
$473K
|
|
|
Apr 11, 2025
Q1 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
9.09K+ 27.54% |
$455K - $457K
|
42.1K
$2.11M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
9.05K+ 9.8% |
$453K - $455K
|
101K
$5.08M
|
|
|
Apr 17, 2025
Q1 2025
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
7.84K+ 3.34% |
$392K - $394K
|
243K
$12.2M
|
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
BUY
|
- |
7.46KNew |
$373K - $375K
|
7.46K
$374K
|
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
6.83K+ 99.27% |
$341K - $343K
|
13.7K
$687K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
6.58KNew |
$329K - $331K
|
6.58K
$330K
|
|
|
May 02, 2025
Q1 2025
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
6.52KNew |
$326K - $328K
|
6.52K
$327K
|
|
|
May 01, 2025
Q1 2025
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
4.6KNew |
$230K - $231K
|
4.6K
$231K
|
|
|
Apr 15, 2025
Q1 2025
|
Dividend Assets Capital, LLC
|
BUY
|
- |
4.23KNew |
$212K - $213K
|
4.23K
$212K
|
|
|
Apr 10, 2025
Q1 2025
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
BUY
|
- |
3K+ 8.76% |
$150K - $151K
|
37.3K
$1.87M
|
|
|
Apr 10, 2025
Q1 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
2.95K+ 4.42% |
$147K - $148K
|
69.6K
$3.49M
|
|
|
Apr 07, 2025
Q1 2025
|
Legacy Solutions, LLC
Kennett Square, PA |
BUY
|
- |
2.69K+ 9.72% |
$135K - $135K
|
30.4K
$1.52M
|
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.55K+ 0.83% |
$77.7K - $78.1K
|
189K
$9.49M
|
|
|
Apr 17, 2025
Q1 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
1.41K+ 12.43% |
$70.6K - $70.9K
|
12.8K
$640K
|
|
|
Apr 22, 2025
Q1 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
1.41K+ 7.76% |
$70.5K - $70.9K
|
19.6K
$981K
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1.38K+ 5.4% |
$68.9K - $69.2K
|
26.9K
$1.35M
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
916New |
$45.8K - $46K
|
916
$45.9K
|
|
|
May 01, 2025
Q1 2025
|
B & T Capital Management Dba Alpha Capital Management
|
BUY
|
- |
800+ 4.71% |
$40K - $40.2K
|
17.8K
$892K
|
|
|
Apr 09, 2025
Q1 2025
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
577+ 2.34% |
$28.9K - $29K
|
25.2K
$1.26M
|
|
|
Apr 11, 2025
Q1 2025
|
Pitti Group Wealth Management, LLC
|
BUY
|
- |
562+ 2.5% |
$28.1K - $28.3K
|
23.1K
$1.16M
|
|
|
Apr 08, 2025
Q1 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
561+ 6.62% |
$28.1K - $28.2K
|
9.04K
$453K
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
508+ 1.21% |
$25.4K - $25.5K
|
42.7K
$2.14M
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
400+ 8.16% |
$20K - $20.1K
|
5.3K
$266K
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
393+ 0.31% |
$19.7K - $19.8K
|
126K
$6.33M
|
|
|
Apr 15, 2025
Q1 2025
|
Sterling Financial Group, Inc.
Pasadena, CA |
BUY
|
- |
176+ 0.16% |
$8.81K - $8.85K
|
113K
$5.65M
|
|
|
Apr 21, 2025
Q1 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
175+ 1.35% |
$8.76K - $8.8K
|
13.1K
$656K
|
|
|
Apr 10, 2025
Q1 2025
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
106+ 1.3% |
$5.3K - $5.33K
|
8.29K
$415K
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
36New |
$1.8K - $1.81K
|
36
$1.8K
|
|
|
Apr 15, 2025
Q1 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
15New |
$750 - $754
|
15
$752
|
|
|
Apr 17, 2025
Q1 2025
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
10+ 0.06% |
$500 - $503
|
17.4K
$874K
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
6+ 0.13% |
$300 - $302
|
4.51K
$226K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2+ 1.38% |
$100 - $101
|
147
$7.37K
|