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 |
---|---|---|---|---|---|---|---|
Aug 06, 2021
Q2 2021
|
Delta Investment Management, LLC
|
SELL
|
- |
-3.21K- 15.33% |
$162K - $162K
|
17.7K
$888K
|
|
Aug 16, 2021
Q2 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-3.69K- 22.59% |
$186K - $186K
|
12.6K
$633K
|
|
Aug 13, 2021
Q2 2021
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-4.26K- 23.27% |
$215K - $215K
|
14.1K
$705K
|
|
Jul 16, 2021
Q2 2021
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-4.33K- 11.08% |
$218K - $218K
|
34.7K
$1.74M
|
|
Jul 27, 2021
Q2 2021
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-4.62K- 16.63% |
$233K - $233K
|
23.1K
$1.16M
|
|
Aug 13, 2021
Q2 2021
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-4.8K- 8.29% |
$242K - $242K
|
53.1K
$2.66M
|
|
Aug 03, 2021
Q2 2021
|
De Dora Capital, Inc.
|
SELL
|
- |
-4.83KClosed |
$243K - $244K
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
55 I, LLC
Boston, MA |
SELL
|
- |
-5.69KClosed |
$287K - $287K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-5.76K- 29.1% |
$291K - $291K
|
14K
$703K
|
|
Aug 11, 2021
Q2 2021
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-6.16K- 29.81% |
$311K - $311K
|
14.5K
$727K
|
|
Jul 19, 2021
Q2 2021
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-6.32K- 14.54% |
$319K - $319K
|
37.2K
$1.86M
|
|
Aug 10, 2021
Q2 2021
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-6.39K- 14.46% |
$323K - $323K
|
37.8K
$1.9M
|
|
Aug 10, 2021
Q2 2021
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-7.36K- 3.58% |
$372K - $372K
|
199K
$9.95M
|
|
Jul 08, 2021
Q2 2021
|
First Hawaiian Bank
|
SELL
|
- |
-7.46KClosed |
$376K - $377K
|
0
$0
|
|
Aug 09, 2021
Q2 2021
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-7.52KClosed |
$379K - $380K
|
0
$0
|
|
Aug 10, 2021
Q2 2021
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-8.03K- 12.95% |
$405K - $405K
|
54K
$2.7M
|
|
Jul 29, 2021
Q2 2021
|
Signature Wealth Management Partners, LLC
|
SELL
|
- |
-8.34K- 35.98% |
$421K - $421K
|
14.8K
$744K
|
|
Aug 05, 2021
Q2 2021
|
Rovin Capital
|
SELL
|
- |
-8.45K- 23.38% |
$426K - $427K
|
27.7K
$1.39M
|
|
Aug 16, 2021
Q2 2021
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-9.08K- 52.93% |
$458K - $459K
|
8.07K
$404K
|
|
Aug 10, 2021
Q2 2021
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-9.19KClosed |
$464K - $464K
|
0
$0
|
|
Aug 10, 2021
Q2 2021
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-9.81K- 3.89% |
$495K - $496K
|
243K
$12.2M
|
|
Jul 26, 2021
Q2 2021
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-9.88K- 20.26% |
$498K - $499K
|
38.9K
$1.95M
|
|
Jul 30, 2021
Q2 2021
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-9.9KClosed |
$500K - $500K
|
0
$0
|
|
Jul 29, 2021
Q2 2021
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-10.9K- 8.54% |
$548K - $549K
|
116K
$5.83M
|
|
Jul 26, 2021
Q2 2021
|
Spire Wealth Management
|
SELL
|
- |
-11.2K- 50.94% |
$566K - $567K
|
10.8K
$541K
|
|
Jul 20, 2021
Q2 2021
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-11.7K- 22.18% |
$588K - $589K
|
40.9K
$2.05M
|
|
Jul 27, 2021
Q2 2021
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-12K- 63.83% |
$606K - $606K
|
6.8K
$341K
|
|
Jul 21, 2021
Q2 2021
|
Santori & Peters, Inc.
|
SELL
|
- |
-12.6K- 45.21% |
$638K - $639K
|
15.3K
$768K
|
|
Jul 08, 2021
Q2 2021
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-12.8K- 14.74% |
$647K - $648K
|
74.2K
$3.72M
|
|
Aug 17, 2021
Q2 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-13.7K- 13.58% |
$692K - $693K
|
87.3K
$4.37M
|
|
Aug 03, 2021
Q2 2021
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-14.6K- 17.29% |
$739K - $739K
|
70K
$3.51M
|
|
Aug 19, 2021
Q2 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-15.6KClosed |
$788K - $789K
|
0
$0
|
|
Aug 09, 2021
Q2 2021
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-16.3K- 32.65% |
$821K - $822K
|
33.6K
$1.68M
|
|
Jul 12, 2021
Q2 2021
|
Gradient Investments LLC
|
SELL
|
- |
-18.6K- 26.65% |
$939K - $940K
|
51.2K
$2.57M
|
|
Jul 15, 2021
Q2 2021
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-18.8KClosed |
$949K - $950K
|
0
$0
|
|
Aug 11, 2021
Q2 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-19.4K- 79.91% |
$977K - $978K
|
4.87K
$244K
|
|
Mar 22, 2023
Q2 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-19.9K- 47.44% |
$1M - $1M
|
22K
$1.1M
|
|
Aug 13, 2021
Q2 2021
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-20.6K- 20.58% |
$1.04M - $1.04M
|
79.3K
$3.98M
|
|
Aug 16, 2021
Q2 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-23K- 7.09% |
$1.16M - $1.16M
|
301K
$15.1M
|
|
Jul 24, 2024
Q2 2021
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-24.3K- 14.57% |
$1.23M - $1.23M
|
142K
$7.13M
|
|
Aug 13, 2021
Q2 2021
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-25.4K- 15.63% |
$1.28M - $1.28M
|
137K
$6.86M
|
|
Aug 02, 2021
Q2 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-25.9K- 5.97% |
$1.31M - $1.31M
|
408K
$20.4M
|
|
Aug 11, 2021
Q2 2021
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-26.2K- 71.15% |
$1.32M - $1.32M
|
10.6K
$533K
|
|
Jul 16, 2021
Q2 2021
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-30.7K- 35.59% |
$1.55M - $1.55M
|
55.5K
$2.78M
|
|
Aug 10, 2021
Q2 2021
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-31.4K- 6.51% |
$1.59M - $1.59M
|
452K
$22.6M
|
|
Aug 16, 2021
Q2 2021
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-31.8K- 1.38% |
$1.6M - $1.61M
|
2.27M
$114M
|
|
Aug 13, 2021
Q2 2021
|
Old Mission Capital LLC
|
SELL
|
- |
-31.8KClosed |
$1.61M - $1.61M
|
0
$0
|
|
Aug 12, 2021
Q2 2021
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-32.2K- 17.83% |
$1.62M - $1.62M
|
148K
$7.43M
|
|
Jul 15, 2021
Q2 2021
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-32.4K- 38.09% |
$1.64M - $1.64M
|
52.7K
$2.64M
|
|
Jul 02, 2021
Q2 2021
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-33.6K- 29.76% |
$1.69M - $1.7M
|
79.2K
$3.97M
|