Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2025
Q2 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
11.4K+ 212.21% |
$567K - $571K
|
16.7K
$841K
|
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
10.9K+ 3.71% |
$543K - $547K
|
304K
$15.3M
|
|
|
Jul 30, 2025
Q2 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
10.6KNew |
$529K - $532K
|
10.6K
$533K
|
|
|
Sep 11, 2025
Q2 2025
|
Milestones Private Investment Advisors LLC
Fairport, NY |
BUY
|
- |
10.1KNew |
$507K - $510K
|
10.1K
$511K
|
|
|
Aug 14, 2025
Q2 2025
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
10KNew |
$502K - $504K
|
10K
$505K
|
|
|
Aug 11, 2025
Q2 2025
|
Wbi Investments, Inc.
|
BUY
|
- |
9.53K+ 136.51% |
$476K - $479K
|
16.5K
$831K
|
|
|
Aug 13, 2025
Q2 2025
|
Daner Wealth Management, LLC
Alpharetta, GA |
BUY
|
- |
8.95K+ 9.03% |
$447K - $450K
|
108K
$5.44M
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
8.66K+ 14.05% |
$433K - $435K
|
70.3K
$3.54M
|
|
|
Jul 23, 2025
Q2 2025
|
Triasima Portfolio Management Inc.
|
BUY
|
- |
7.99KNew |
$399K - $401K
|
7.99K
$402K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
7.63K+ 7.52% |
$381K - $383K
|
109K
$5.49M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
7.4K+ 13.75% |
$370K - $372K
|
61.2K
$3.08M
|
|
|
Aug 13, 2025
Q2 2025
|
Stone X Group Inc.
|
BUY
|
- |
7.36KNew |
$368K - $370K
|
7.36K
$371K
|
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
7.3K+ 45.59% |
$365K - $367K
|
23.3K
$1.17M
|
|
|
Jul 25, 2025
Q2 2025
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
7.12K+ 63.94% |
$356K - $358K
|
18.2K
$919K
|
|
|
Jul 25, 2025
Q2 2025
|
Wealth Advisory Team LLC
Bellevue, KY |
BUY
|
- |
7.08KNew |
$354K - $356K
|
7.08K
$356K
|
|
|
Jul 07, 2025
Q2 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
6.79K+ 9.75% |
$339K - $341K
|
76.4K
$3.85M
|
|
|
Aug 04, 2025
Q2 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
6.75KNew |
$337K - $339K
|
6.75K
$340K
|
|
|
Jul 15, 2025
Q2 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
6.3KNew |
$315K - $316K
|
6.3K
$317K
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
6.15KNew |
$307K - $309K
|
6.15K
$310K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
BUY
|
- |
6.11K+ 20.55% |
$305K - $307K
|
35.8K
$1.81M
|
|
|
Jul 16, 2025
Q2 2025
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
5.86K+ 1.86% |
$293K - $295K
|
322K
$16.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
BUY
|
- |
5.82K+ 60.71% |
$291K - $293K
|
15.4K
$776K
|
|
|
Aug 13, 2025
Q2 2025
|
Scotia Capital Inc.
|
BUY
|
- |
5.63K+ 3.29% |
$281K - $283K
|
177K
$8.9M
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
4.6KNew |
$230K - $231K
|
4.6K
$232K
|
|
|
Jul 10, 2025
Q2 2025
|
Sterling Financial Group, Inc.
Pasadena, CA |
BUY
|
- |
4.37K+ 3.88% |
$219K - $220K
|
117K
$5.9M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
4.37KNew |
$218K - $219K
|
4.37K
$220K
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
4.22KNew |
$211K - $212K
|
4.22K
$213K
|
|
|
Jul 24, 2025
Q2 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
4.11K+ 1.18% |
$205K - $206K
|
353K
$17.8M
|
|
|
Aug 13, 2025
Q2 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
4KNew |
$200K - $201K
|
4K
$201K
|
|
|
Jul 25, 2025
Q2 2025
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
3.72K+ 11.79% |
$186K - $187K
|
35.3K
$1.78M
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
3.21K+ 4.66% |
$160K - $161K
|
72.2K
$3.64M
|
|
|
Aug 06, 2025
Q2 2025
|
Zega Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
3.2K+ 4.97% |
$160K - $161K
|
67.6K
$3.41M
|
|
|
Jul 07, 2025
Q2 2025
|
Trust CO
|
BUY
|
- |
3.08K+ 6.47% |
$154K - $155K
|
50.7K
$2.55M
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
2.94K+ 49.91% |
$147K - $148K
|
8.84K
$445K
|
|
|
Aug 19, 2025
Q2 2025
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
2.52K+ 19.66% |
$126K - $127K
|
15.3K
$772K
|
|
|
Aug 08, 2025
Q2 2025
|
Beta Wealth Group, Inc.
|
BUY
|
- |
2.44K+ 59.75% |
$122K - $123K
|
6.52K
$328K
|
|
|
Aug 13, 2025
Q2 2025
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
2.39K+ 26.17% |
$119K - $120K
|
11.5K
$580K
|
|
|
Aug 07, 2025
Q2 2025
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
2.37K+ 1.2% |
$118K - $119K
|
200K
$10.1M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.26K+ 18.1% |
$113K - $114K
|
14.8K
$744K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.09K+ 1422.45% |
$105K - $105K
|
2.24K
$113K
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.04K+ 23.0% |
$102K - $102K
|
10.9K
$549K
|
|
|
Jul 10, 2025
Q2 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
1.8K+ 9.2% |
$90K - $90.5K
|
21.4K
$1.08M
|
|
|
Aug 27, 2025
Q2 2025
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
BUY
|
- |
1.75K+ 4.5% |
$87.5K - $88K
|
40.7K
$2.05M
|
|
|
Aug 04, 2025
Q2 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
1.72K+ 33.66% |
$86.2K - $86.6K
|
6.85K
$345K
|
|
|
Aug 14, 2025
Q2 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
1.66K+ 0.58% |
$82.7K - $83.2K
|
288K
$14.5M
|
|
|
Jul 18, 2025
Q2 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
1.41K+ 10.72% |
$70.2K - $70.6K
|
14.5K
$731K
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.35K+ 1.02% |
$67.5K - $67.9K
|
134K
$6.75M
|
|
|
Jul 01, 2025
Q2 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
1.31K+ 14.44% |
$65.2K - $65.6K
|
10.3K
$521K
|
|
|
Aug 14, 2025
Q2 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
1.28K+ 6.27% |
$64.1K - $64.5K
|
21.8K
$1.1M
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
BUY
|
- |
1.07K+ 19.35% |
$53.3K - $53.6K
|
6.58K
$331K
|