Purchases and Sales Made in Q2 2023 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 2023. 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 18, 2023
Q2 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
4.57KNew |
$227K - $228K
|
4.57K
$230K
|
|
|
Aug 14, 2023
Q2 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
4.42KNew |
$219K - $220K
|
4.42K
$222K
|
|
|
Aug 26, 2024
Q2 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
4.3KNew |
$213K - $214K
|
4.3K
$216K
|
|
|
Aug 09, 2023
Q2 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
4.26K+ 21.3% |
$211K - $212K
|
24.2K
$1.22M
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
4.23K+ 32.88% |
$210K - $211K
|
17.1K
$858K
|
|
|
Aug 10, 2023
Q2 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
3.96KNew |
$196K - $197K
|
3.96K
$199K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.79K+ 19.67% |
$188K - $189K
|
23.1K
$1.16M
|
|
|
Jul 31, 2023
Q2 2023
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
2.99K+ 27.34% |
$148K - $149K
|
13.9K
$699K
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.19K+ 31.19% |
$109K - $109K
|
9.22K
$463K
|
|
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.61K+ 9.73% |
$79.9K - $80.3K
|
18.2K
$913K
|
|
|
Aug 11, 2023
Q2 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.58K+ 11.51% |
$78.3K - $78.7K
|
15.3K
$769K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
1.39KNew |
$68.8K - $69.1K
|
1.39K
$69.7K
|
|
|
Aug 03, 2023
Q2 2023
|
Scotia Capital Inc.
|
BUY
|
- |
1.32K+ 1.42% |
$65.2K - $65.5K
|
94K
$4.72M
|
|
|
Aug 14, 2023
Q2 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
1.24K+ 22.38% |
$61.5K - $61.8K
|
6.78K
$341K
|
|
|
Aug 07, 2023
Q2 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
1.01K+ 1.33% |
$49.8K - $50.1K
|
76.8K
$3.86M
|
|
|
Aug 10, 2023
Q2 2023
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
977+ 7.66% |
$48.4K - $48.7K
|
13.7K
$689K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
972+ 8.1% |
$48.2K - $48.4K
|
13K
$651K
|
|
|
Aug 10, 2023
Q2 2023
|
Citigroup Inc
|
BUY
|
- |
904+ 20.72% |
$44.8K - $45K
|
5.27K
$264K
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
801+ 0.23% |
$39.7K - $39.9K
|
354K
$17.8M
|
|
|
Aug 29, 2023
Q2 2023
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
723+ 16.75% |
$35.8K - $36K
|
5.04K
$253K
|
|
|
Aug 11, 2023
Q2 2023
|
Warwick Investment Management, Inc.
|
BUY
|
- |
720+ 3.38% |
$35.7K - $35.9K
|
22K
$1.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
706+ 1.54% |
$35K - $35.2K
|
46.7K
$2.35M
|
|
|
Aug 10, 2023
Q2 2023
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
670+ 4.73% |
$33.2K - $33.4K
|
14.8K
$744K
|
|
|
Aug 11, 2023
Q2 2023
|
Natixis
Paris, I0 |
BUY
|
- |
657+ 0.7% |
$32.6K - $32.7K
|
94.2K
$4.73M
|
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
558New |
$27.7K - $27.8K
|
558
$28K
|
|
|
Aug 07, 2023
Q2 2023
|
Syntal Capital Partners, LLC
Midland, TX |
BUY
|
- |
504+ 2.58% |
$25K - $25.1K
|
20K
$1.01M
|
|
|
Aug 11, 2023
Q2 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
502New |
$24.9K - $25K
|
502
$25.2K
|
|
|
Aug 10, 2023
Q2 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
424New |
$21K - $21.1K
|
424
$21.3K
|
|
|
Feb 14, 2024
Q2 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
404New |
$20K - $20.1K
|
404
$20.3K
|
|
|
Aug 11, 2023
Q2 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
400New |
$19.8K - $19.9K
|
400
$20.1K
|
|
|
Aug 14, 2023
Q2 2023
|
Redwood Financial Network Corp
|
BUY
|
- |
337+ 2.36% |
$16.7K - $16.8K
|
14.6K
$736K
|
|
|
Aug 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
310New |
$15.4K - $15.4K
|
310
$15.6K
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
200+ 0.36% |
$9.91K - $9.96K
|
55.3K
$2.78M
|
|
|
Nov 04, 2024
Q2 2023
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
200New |
$9.91K - $9.96K
|
200
$10K
|
|
|
Jul 27, 2023
Q2 2023
|
ETF Store, Inc.
|
BUY
|
- |
112+ 1.08% |
$5.55K - $5.58K
|
10.5K
$526K
|
|
|
Aug 01, 2023
Q2 2023
|
Pitti Group Wealth Management, LLC
|
BUY
|
- |
100+ 0.81% |
$4.96K - $4.98K
|
12.4K
$623K
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
60New |
$2.97K - $2.99K
|
60
$3.01K
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
60New |
$2.97K - $2.99K
|
60
$3.01K
|
|
|
Jul 21, 2023
Q2 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
59+ 0.25% |
$2.92K - $2.94K
|
23.4K
$1.18M
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
34+ 0.37% |
$1.69K - $1.69K
|
9.35K
$470K
|
|
|
Aug 11, 2023
Q2 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
23+ 1.03% |
$1.14K - $1.15K
|
2.25K
$113K
|
|
|
Jul 26, 2023
Q2 2023
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
13New |
$644 - $648
|
13
$653
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
BUY
|
- |
6+ 1.85% |
$297 - $299
|
331
$16.6K
|
|
|
Aug 15, 2023
Q2 2023
|
Retirement Group, LLC
|
BUY
|
- |
5+ 1.38% |
$248 - $249
|
368
$18.5K
|
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
4New |
$198 - $199
|
4
$201
|
|
|
Aug 03, 2023
Q2 2023
|
Jnba Financial Advisors
|
BUY
|
- |
1+ 1.02% |
$49.6 - $49.8
|
99
$4.97K
|
|
|
Oct 18, 2023
Q2 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1+ 0.02% |
$49.6 - $49.8
|
4.87K
$244K
|
|
|
Jul 17, 2023
Q2 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-13- 0.4% |
$644 - $648
|
3.2K
$161K
|
|
|
Jul 28, 2023
Q2 2023
|
Detalus Advisors, LLC
|
SELL
|
- |
-20- 0.38% |
$991 - $996
|
5.2K
$261K
|
|
|
Aug 14, 2023
Q2 2023
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-21- 0.57% |
$1.04K - $1.05K
|
3.65K
$183K
|