Purchases and Sales Made in Q2 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 Q2 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 |
---|---|---|---|---|---|---|---|
Jul 12, 2021
Q2 2021
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
5.8KNew |
$293K - $293K
|
5.8K
$291K
|
|
Aug 12, 2021
Q2 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
5.8KNew |
$293K - $293K
|
5.8K
$290K
|
|
Aug 06, 2021
Q2 2021
|
Provident Wealth Management, LLC
|
BUY
|
- |
5.8KNew |
$292K - $293K
|
5.8K
$290K
|
|
Jul 20, 2021
Q2 2021
|
Cottage Street Advisors LLC
|
BUY
|
- |
5.65KNew |
$285K - $285K
|
5.65K
$283K
|
|
Jul 14, 2021
Q2 2021
|
Trust CO
|
BUY
|
- |
4.83K+ 22.75% |
$244K - $244K
|
26.1K
$1.31M
|
|
Aug 13, 2021
Q2 2021
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
4.76K+ 8.24% |
$240K - $240K
|
62.5K
$3.13M
|
|
Aug 06, 2021
Q2 2021
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
4.74K+ 63.8% |
$239K - $240K
|
12.2K
$610K
|
|
Aug 09, 2021
Q2 2021
|
Claret Asset Management Corp
|
BUY
|
- |
4.6KNew |
$232K - $232K
|
4.6K
$231K
|
|
Jul 30, 2021
Q2 2021
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
4.6KNew |
$232K - $232K
|
4.6K
$231K
|
|
Jul 14, 2021
Q2 2021
|
Lake Street Financial LLC
|
BUY
|
- |
4.51K+ 6.76% |
$228K - $228K
|
71.2K
$3.57M
|
|
Aug 05, 2021
Q2 2021
|
Meitav Dash Investments LTD
|
BUY
|
- |
4.24K+ 105.84% |
$214K - $214K
|
8.25K
$413K
|
|
Aug 16, 2021
Q2 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
4.14KNew |
$209K - $209K
|
4.14K
$207K
|
|
Jul 29, 2021
Q2 2021
|
Petix & Botte CO
|
BUY
|
- |
3.72K+ 19.84% |
$188K - $188K
|
22.5K
$1.13M
|
|
Aug 25, 2023
Q2 2021
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
3.67K+ 33.73% |
$185K - $186K
|
14.6K
$730K
|
|
Jul 28, 2021
Q2 2021
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
3.62K+ 2.24% |
$183K - $183K
|
165K
$8.27M
|
|
Jul 26, 2021
Q2 2021
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
3.49K+ 66.48% |
$176K - $176K
|
8.74K
$438K
|
|
Aug 16, 2021
Q2 2021
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
3.39K+ 68.2% |
$171K - $171K
|
8.35K
$419K
|
|
Jul 27, 2021
Q2 2021
|
V Wealth Advisors LLC
|
BUY
|
- |
2.98K+ 13.57% |
$151K - $151K
|
25K
$1.25M
|
|
Aug 13, 2021
Q2 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.21KNew |
$112K - $112K
|
2.21K
$111K
|
|
Jul 14, 2021
Q2 2021
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
2.1K+ 11.95% |
$106K - $106K
|
19.7K
$987K
|
|
Aug 16, 2021
Q2 2021
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.5K+ 12.05% |
$75.7K - $75.8K
|
14K
$699K
|
|
Aug 12, 2021
Q2 2021
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
1.36K+ 21.63% |
$68.4K - $68.5K
|
7.62K
$382K
|
|
Aug 11, 2021
Q2 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.28K+ 8.72% |
$64.5K - $64.6K
|
15.9K
$799K
|
|
Jul 28, 2021
Q2 2021
|
Arkadios Wealth Advisors
|
BUY
|
- |
931+ 20.02% |
$47K - $47K
|
5.58K
$280K
|
|
Aug 11, 2021
Q2 2021
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
889New |
$44.9K - $44.9K
|
889
$44.5K
|
|
Aug 12, 2021
Q2 2021
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
873New |
$44.1K - $44.1K
|
873
$43.7K
|
|
Aug 04, 2021
Q2 2021
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
767+ 18.35% |
$38.7K - $38.7K
|
4.95K
$248K
|
|
Jul 22, 2021
Q2 2021
|
Purus Wealth Management, LLC
|
BUY
|
- |
552+ 8.68% |
$27.9K - $27.9K
|
6.91K
$346K
|
|
Aug 12, 2021
Q2 2021
|
Syntal Capital Partners, LLC
Midland, TX |
BUY
|
- |
485+ 1.71% |
$24.5K - $24.5K
|
28.8K
$1.44M
|
|
Aug 09, 2021
Q2 2021
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
420+ 1.97% |
$21.2K - $21.2K
|
21.7K
$1.09M
|
|
Aug 10, 2021
Q2 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
419+ 22.83% |
$21.1K - $21.2K
|
2.25K
$113K
|
|
Aug 13, 2021
Q2 2021
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
404New |
$20.4K - $20.4K
|
404
$20.2K
|
|
Aug 13, 2021
Q2 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
300+ 3.36% |
$15.1K - $15.2K
|
9.22K
$462K
|
|
Nov 18, 2021
Q2 2021
|
Wealthsource Partners, LLC
|
BUY
|
- |
282+ 1.16% |
$14.2K - $14.2K
|
24.7K
$1.24M
|
|
Aug 12, 2021
Q2 2021
|
Weatherly Asset Management L. P.
|
BUY
|
- |
210+ 0.35% |
$10.6K - $10.6K
|
60.9K
$3.05M
|
|
Aug 02, 2021
Q2 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
135New |
$6.81K - $6.82K
|
135
$6.76K
|
|
Aug 16, 2021
Q2 2021
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
131+ 0.11% |
$6.61K - $6.62K
|
120K
$6.02M
|
|
Jul 13, 2021
Q2 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
34+ 0.12% |
$1.72K - $1.72K
|
28.7K
$1.44M
|
|
Aug 11, 2021
Q2 2021
|
Calton & Associates, Inc.
|
BUY
|
- |
30+ 0.35% |
$1.51K - $1.52K
|
8.65K
$433K
|
|
Aug 13, 2021
Q2 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
30+ 0.15% |
$1.51K - $1.52K
|
19.9K
$996K
|
|
Aug 17, 2021
Q2 2021
|
First Wilshire Securities Management Inc
Pasadena, CA |
BUY
|
- |
18+ 0.03% |
$908 - $909
|
58K
$2.91M
|
|
Aug 06, 2021
Q2 2021
|
Acg Wealth
|
BUY
|
- |
16+ 0.1% |
$807 - $808
|
15.3K
$765K
|
|
Jul 14, 2021
Q2 2021
|
Beacon Financial Advisory LLC
|
BUY
|
- |
15+ 0.08% |
$757 - $758
|
19K
$953K
|
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
15New |
$757 - $758
|
15
$752
|
|
Aug 06, 2021
Q2 2021
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
9+ 0.15% |
$454 - $455
|
5.99K
$300K
|
|
Aug 10, 2021
Q2 2021
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
3+ 0.04% |
$151 - $152
|
6.72K
$337K
|
|
Jul 19, 2021
Q2 2021
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1+ 0.04% |
$50.5 - $50.5
|
2.75K
$138K
|
|
Jul 22, 2021
Q2 2021
|
Ridgewood Investments LLC
|
SELL
|
- |
-3- 0.06% |
$151 - $152
|
5.36K
$269K
|
|
Aug 13, 2021
Q2 2021
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-15- 0.1% |
$757 - $758
|
14.6K
$730K
|
|
Aug 10, 2021
Q2 2021
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-38- 0.04% |
$1.92K - $1.92K
|
99.1K
$4.96M
|