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 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 25, 2025
Q1 2025
|
Jnba Financial Advisors
|
BUY
|
- |
2+ 1.45% |
$100 - $101
|
140
$7.02K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2+ 1.38% |
$100 - $101
|
147
$7.37K
|
|
|
Apr 14, 2025
Q1 2025
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-24- 0.12% |
$1.2K - $1.21K
|
20.7K
$1.04M
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-35- 2.15% |
$1.75K - $1.76K
|
1.59K
$79.8K
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-45- 42.45% |
$2.25K - $2.26K
|
61
$3.06K
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-91- 1.76% |
$4.55K - $4.57K
|
5.08K
$255K
|
|
|
Apr 17, 2025
Q1 2025
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-172- 1.52% |
$8.61K - $8.65K
|
11.1K
$558K
|
|
|
Apr 15, 2025
Q1 2025
|
Parsons Capital Management Inc
|
SELL
|
- |
-200- 3.0% |
$10K - $10.1K
|
6.46K
$324K
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
SELL
|
- |
-257- 40.16% |
$12.9K - $12.9K
|
383
$19.2K
|
|
|
May 05, 2025
Q1 2025
|
Archer Investment Corp
|
SELL
|
- |
-499- 13.76% |
$25K - $25.1K
|
3.13K
$157K
|
|
|
Apr 25, 2025
Q1 2025
|
Rovin Capital
|
SELL
|
- |
-568- 4.82% |
$28.4K - $28.6K
|
11.2K
$562K
|
|
|
Apr 15, 2025
Q1 2025
|
Atwood & Palmer Inc
|
SELL
|
- |
-650- 14.61% |
$32.5K - $32.7K
|
3.8K
$190K
|
|
|
May 01, 2025
Q1 2025
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-1K- 5.1% |
$50K - $50.3K
|
18.6K
$932K
|
|
|
Apr 30, 2025
Q1 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-1.28K- 10.34% |
$63.9K - $64.2K
|
11.1K
$555K
|
|
|
Apr 22, 2025
Q1 2025
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
SELL
|
- |
-1.47K- 11.71% |
$73.5K - $73.8K
|
11.1K
$555K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-1.5K- 80.67% |
$75.1K - $75.5K
|
360
$18K
|
|
|
May 02, 2025
Q1 2025
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-1.6K- 15.21% |
$80K - $80.4K
|
8.92K
$447K
|
|
|
Apr 22, 2025
Q1 2025
|
Duncker Streett & CO Inc
|
SELL
|
- |
-1.67K- 3.21% |
$83.7K - $84.1K
|
50.4K
$2.52M
|
|
|
Apr 14, 2025
Q1 2025
|
Cgc Financial Services, LLC
Lake Oswego, OR |
SELL
|
- |
-1.75K- 12.74% |
$87.6K - $88K
|
12K
$601K
|
|
|
Apr 24, 2025
Q1 2025
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-1.81K- 2.72% |
$90.3K - $90.7K
|
64.6K
$3.24M
|
|
|
May 05, 2025
Q1 2025
|
Calton & Associates, Inc.
|
SELL
|
- |
-1.83K- 20.94% |
$91.5K - $91.9K
|
6.9K
$346K
|
|
|
May 01, 2025
Q1 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-2.66K- 0.9% |
$133K - $134K
|
293K
$14.7M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.75K- 2.16% |
$138K - $138K
|
125K
$6.25M
|
|
|
May 05, 2025
Q1 2025
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-2.81K- 9.43% |
$140K - $141K
|
27K
$1.35M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-3.72K- 21.73% |
$186K - $187K
|
13.4K
$671K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-3.78K- 23.2% |
$189K - $190K
|
12.5K
$627K
|
|
|
Apr 25, 2025
Q1 2025
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
- |
-3.84K- 10.39% |
$192K - $193K
|
33.1K
$1.66M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-4.38K- 6.65% |
$219K - $220K
|
61.4K
$3.08M
|
|
|
Apr 22, 2025
Q1 2025
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-4.41K- 1.38% |
$220K - $221K
|
316K
$15.8M
|
|
|
Apr 08, 2025
Q1 2025
|
Trust CO
|
SELL
|
- |
-4.62K- 8.84% |
$231K - $232K
|
47.6K
$2.38M
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-4.75K- 44.63% |
$238K - $239K
|
5.9K
$295K
|
|
|
Apr 11, 2025
Q1 2025
|
Ridgeline Wealth, LLC
Mesa, AZ |
SELL
|
- |
-5.29K- 36.03% |
$265K - $266K
|
9.4K
$471K
|
|
|
Apr 15, 2025
Q1 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
SELL
|
- |
-8.79K- 43.03% |
$440K - $442K
|
11.6K
$583K
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-12.2K- 7.16% |
$609K - $612K
|
158K
$7.91M
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-15.5K- 18.35% |
$776K - $779K
|
69K
$3.46M
|
|
|
May 01, 2025
Q1 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-19.8K- 17.42% |
$989K - $994K
|
93.7K
$4.7M
|
|
|
May 05, 2025
Q1 2025
|
Peterson Wealth Services
|
SELL
|
- |
-23.6K- 68.0% |
$1.18M - $1.19M
|
11.1K
$557K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-23.7K- 44.37% |
$1.19M - $1.19M
|
29.7K
$1.49M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-26.1K- 82.55% |
$1.31M - $1.31M
|
5.52K
$276K
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-36.3K- 69.41% |
$1.82M - $1.83M
|
16K
$802K
|
|
|
Apr 30, 2025
Q1 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-51.5K- 10.63% |
$2.57M - $2.59M
|
433K
$21.7M
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-63.9K- 42.08% |
$3.19M - $3.21M
|
87.9K
$4.4M
|
|
|
Apr 24, 2025
Q1 2025
|
First Merchants Corp
|
SELL
|
- |
-107K- 27.08% |
$5.33M - $5.36M
|
287K
$14.4M
|