Purchases and Sales Made in Q3 2020 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 Q3 2020. 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 |
---|---|---|---|---|---|---|---|
Dec 10, 2020
Q3 2020
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
546KNew |
$27.6M - $27.6M
|
546K
$27.4M
|
|
Oct 19, 2020
Q3 2020
|
Cwm, LLC
|
BUY
|
- |
429K+ 77.67% |
$21.6M - $21.7M
|
980K
$49.2M
|
|
Nov 16, 2020
Q3 2020
|
Stadion Money Management, LLC
Watkinsville, GA |
BUY
|
- |
401KNew |
$20.2M - $20.3M
|
401K
$20.1M
|
|
Oct 30, 2020
Q3 2020
|
Gratus Capital LLC
|
BUY
|
- |
274K+ 176.2% |
$13.8M - $13.9M
|
430K
$21.6M
|
|
Nov 02, 2020
Q3 2020
|
Vishria Bird Financial Group, LLC
|
BUY
|
- |
268KNew |
$13.5M - $13.6M
|
268K
$13.5M
|
|
Nov 12, 2020
Q3 2020
|
Ubs Group Ag
|
BUY
|
- |
217K+ 45.16% |
$11M - $11M
|
698K
$35.1M
|
|
Oct 29, 2020
Q3 2020
|
Avestar Capital, LLC
|
BUY
|
- |
206K+ 3206.16% |
$10.4M - $10.4M
|
213K
$10.7M
|
|
Nov 16, 2020
Q3 2020
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
196KNew |
$9.9M - $9.93M
|
196K
$9.86M
|
|
Nov 05, 2020
Q3 2020
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
156K+ 6.76% |
$7.88M - $7.9M
|
2.47M
$124M
|
|
Oct 26, 2020
Q3 2020
|
Paragon Wealth Strategies, LLC
|
BUY
|
- |
133K+ 181.91% |
$6.71M - $6.72M
|
206K
$10.3M
|
|
Nov 09, 2020
Q3 2020
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
133K+ 15.15% |
$6.69M - $6.71M
|
1.01M
$50.6M
|
|
Nov 16, 2020
Q3 2020
|
Trilogy Capital Inc.
|
BUY
|
- |
116KNew |
$5.83M - $5.85M
|
116K
$5.81M
|
|
Nov 12, 2020
Q3 2020
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
111K+ 10.44% |
$5.62M - $5.63M
|
1.18M
$59.2M
|
|
Nov 03, 2020
Q3 2020
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
99.6KNew |
$5.02M - $5.03M
|
99.6K
$5M
|
|
Nov 12, 2020
Q3 2020
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
98.8K+ 55.47% |
$4.98M - $4.99M
|
277K
$13.9M
|
|
Oct 14, 2020
Q3 2020
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
94.7KNew |
$4.78M - $4.79M
|
94.7K
$4.75M
|
|
Nov 13, 2020
Q3 2020
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
94.5K+ 1254.35% |
$4.77M - $4.78M
|
102K
$5.13M
|
|
Nov 04, 2020
Q3 2020
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
89.5K+ 32.72% |
$4.51M - $4.52M
|
363K
$18.2M
|
|
Nov 12, 2020
Q3 2020
|
Wescap Management Group, Inc.
Glendale, CA |
BUY
|
- |
79.5K+ 28.88% |
$4.01M - $4.02M
|
355K
$17.8M
|
|
Nov 12, 2020
Q3 2020
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
62.6KNew |
$3.16M - $3.17M
|
62.6K
$3.14M
|
|
Oct 02, 2020
Q3 2020
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
60.7K+ 99.49% |
$3.06M - $3.07M
|
122K
$6.11M
|
|
Oct 26, 2020
Q3 2020
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
59.6K+ 12.22% |
$3.01M - $3.01M
|
548K
$27.5M
|
|
Nov 12, 2020
Q3 2020
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
55.9K+ 42.73% |
$2.82M - $2.83M
|
187K
$9.37M
|
|
Jul 24, 2024
Q3 2020
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
52.4KNew |
$2.64M - $2.65M
|
52.4K
$2.63M
|
|
Nov 16, 2020
Q3 2020
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
51.3KNew |
$2.59M - $2.59M
|
51.3K
$2.57M
|
|
Oct 29, 2020
Q3 2020
|
Ifp Advisors, Inc
|
BUY
|
- |
50.6K+ 171.03% |
$2.55M - $2.56M
|
80.2K
$4.03M
|
|
Nov 02, 2020
Q3 2020
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
49.1KNew |
$2.48M - $2.48M
|
49.1K
$2.47M
|
|
Oct 30, 2020
Q3 2020
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
41.3K+ 66.93% |
$2.09M - $2.09M
|
103K
$5.18M
|
|
Nov 13, 2020
Q3 2020
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
38.3KNew |
$1.93M - $1.94M
|
38.3K
$1.92M
|
|
Nov 02, 2020
Q3 2020
|
Private Advisor Group, LLC
|
BUY
|
- |
34.3K+ 35.78% |
$1.73M - $1.73M
|
130K
$6.53M
|
|
Oct 19, 2020
Q3 2020
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
31.5K+ 135.35% |
$1.59M - $1.6M
|
54.8K
$2.75M
|
|
Oct 29, 2020
Q3 2020
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
31.5K+ 712.36% |
$1.59M - $1.59M
|
35.9K
$1.8M
|
|
Oct 09, 2020
Q3 2020
|
Lake Street Financial LLC
|
BUY
|
- |
30.7K+ 16.8% |
$1.55M - $1.55M
|
214K
$10.7M
|
|
Nov 03, 2020
Q3 2020
|
Community Bank, N.A.
|
BUY
|
- |
30K+ 51.56% |
$1.51M - $1.52M
|
88.2K
$4.43M
|
|
Oct 20, 2020
Q3 2020
|
Allen Capital Group, LLC
|
BUY
|
- |
27KNew |
$1.36M - $1.37M
|
27K
$1.36M
|
|
Nov 05, 2020
Q3 2020
|
Capital Wealth Management, LLC
W. Warwick, RI |
BUY
|
- |
22.9K+ 15.0% |
$1.16M - $1.16M
|
176K
$8.83M
|
|
Oct 30, 2020
Q3 2020
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
21.5K+ 4.22% |
$1.09M - $1.09M
|
531K
$26.7M
|
|
Nov 10, 2020
Q3 2020
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
20K+ 11.83% |
$1.01M - $1.01M
|
189K
$9.5M
|
|
Nov 13, 2020
Q3 2020
|
Assetmark, Inc
|
BUY
|
- |
19.3K+ 4865.24% |
$974K - $977K
|
19.7K
$990K
|
|
Nov 05, 2020
Q3 2020
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
17.8KNew |
$898K - $900K
|
17.8K
$894K
|
|
Oct 30, 2020
Q3 2020
|
Weatherly Asset Management L. P.
|
BUY
|
- |
16.9K+ 59.94% |
$851K - $853K
|
45K
$2.26M
|
|
Nov 12, 2020
Q3 2020
|
Kestra Advisory Services, LLC
|
BUY
|
- |
16.2KNew |
$819K - $821K
|
16.2K
$815K
|
|
Nov 12, 2020
Q3 2020
|
Ahrens Investment Partners LLC
|
BUY
|
- |
15.8KNew |
$797K - $799K
|
15.8K
$793K
|
|
Nov 13, 2020
Q3 2020
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
14.9KNew |
$752K - $754K
|
14.9K
$749K
|
|
Nov 19, 2020
Q3 2020
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
14.3KNew |
$721K - $723K
|
14.3K
$718K
|
|
Nov 10, 2020
Q3 2020
|
Ccg Wealth Management, LLC
|
BUY
|
- |
14K+ 10.01% |
$704K - $706K
|
153K
$7.7M
|
|
Nov 16, 2021
Q3 2020
|
Retirement Group, LLC
|
BUY
|
- |
13K+ 1366.42% |
$655K - $656K
|
13.9K
$700K
|
|
Oct 29, 2020
Q3 2020
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
12.2KNew |
$615K - $617K
|
12.2K
$613K
|
|
Oct 28, 2020
Q3 2020
|
Atwood & Palmer Inc
|
BUY
|
- |
11.6K+ 3.31% |
$588K - $589K
|
363K
$18.2M
|
|
Nov 03, 2020
Q3 2020
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
11.5K+ 9.12% |
$580K - $581K
|
138K
$6.91M
|