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 |
---|---|---|---|---|---|---|---|
Nov 04, 2020
Q3 2020
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
11.2KNew |
$563K - $565K
|
11.2K
$561K
|
|
Nov 16, 2020
Q3 2020
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
11KNew |
$555K - $556K
|
11K
$552K
|
|
Nov 13, 2020
Q3 2020
|
Belpointe Asset Management LLC
|
BUY
|
- |
10.4K+ 60.38% |
$526K - $528K
|
27.7K
$1.39M
|
|
Nov 16, 2020
Q3 2020
|
First Wilshire Securities Management Inc
Pasadena, CA |
BUY
|
- |
9.95K+ 34.0% |
$502K - $503K
|
39.2K
$1.97M
|
|
Nov 17, 2020
Q3 2020
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
8.95KNew |
$451K - $453K
|
8.95K
$450K
|
|
Nov 09, 2020
Q3 2020
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
8.91K+ 2.83% |
$449K - $450K
|
323K
$16.2M
|
|
Nov 05, 2020
Q3 2020
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
8.86K+ 143.87% |
$447K - $448K
|
15K
$754K
|
|
Oct 13, 2020
Q3 2020
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
8.77K+ 19.32% |
$443K - $444K
|
54.2K
$2.72M
|
|
Nov 12, 2020
Q3 2020
|
Delta Investment Management, LLC
|
BUY
|
- |
8.36KNew |
$422K - $423K
|
8.36K
$420K
|
|
Sep 07, 2021
Q3 2020
|
Geneos Wealth Management Inc.
|
BUY
|
- |
8.35K+ 7.21% |
$421K - $422K
|
124K
$6.23M
|
|
Nov 05, 2020
Q3 2020
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
8.03KNew |
$405K - $406K
|
8.03K
$403K
|
|
Oct 08, 2020
Q3 2020
|
Beacon Financial Advisory LLC
|
BUY
|
- |
8.02KNew |
$405K - $406K
|
8.02K
$403K
|
|
Nov 09, 2020
Q3 2020
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
8KNew |
$404K - $405K
|
8K
$402K
|
|
Nov 12, 2020
Q3 2020
|
Scotia Capital Inc.
|
BUY
|
- |
7.94K+ 52.9% |
$400K - $401K
|
22.9K
$1.15M
|
|
Nov 19, 2020
Q3 2020
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
7.84K+ 8.41% |
$396K - $397K
|
101K
$5.07M
|
|
Nov 13, 2020
Q3 2020
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
7.68K+ 11.63% |
$387K - $388K
|
73.7K
$3.7M
|
|
Nov 06, 2020
Q3 2020
|
Janney Montgomery Scott LLC
|
BUY
|
- |
7.42K+ 32.95% |
$374K - $375K
|
29.9K
$1.5M
|
|
Nov 13, 2020
Q3 2020
|
Xml Financial, LLC
|
BUY
|
- |
7.36K+ 88.55% |
$371K - $372K
|
15.7K
$787K
|
|
Nov 06, 2020
Q3 2020
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
7.35KNew |
$371K - $372K
|
7.35K
$369K
|
|
Oct 13, 2020
Q3 2020
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
6.32KNew |
$319K - $320K
|
6.32K
$317K
|
|
Oct 06, 2020
Q3 2020
|
Trust CO
|
BUY
|
- |
6.19KNew |
$312K - $313K
|
6.19K
$311K
|
|
Oct 29, 2020
Q3 2020
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
5.61K+ 16.87% |
$283K - $284K
|
38.9K
$1.95M
|
|
Oct 08, 2020
Q3 2020
|
Engrave Wealth Partners LLC
|
BUY
|
- |
5.47K+ 8.15% |
$276K - $277K
|
72.6K
$3.65M
|
|
Nov 16, 2020
Q3 2020
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
5.16KNew |
$260K - $261K
|
5.16K
$259K
|
|
Oct 29, 2020
Q3 2020
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
5.15K+ 38.49% |
$260K - $260K
|
18.5K
$931K
|
|
Nov 02, 2020
Q3 2020
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
5KNew |
$252K - $253K
|
5K
$251K
|
|
Nov 16, 2020
Q3 2020
|
Titus Wealth Management
Larskpur, CA |
BUY
|
- |
4.82KNew |
$243K - $244K
|
4.82K
$242K
|
|
Nov 09, 2020
Q3 2020
|
Sandy Spring Bank
|
BUY
|
- |
4.5KNew |
$227K - $228K
|
4.5K
$226K
|
|
Nov 13, 2020
Q3 2020
|
Krilogy Financial LLC
|
BUY
|
- |
4.45KNew |
$225K - $225K
|
4.45K
$224K
|
|
Oct 26, 2020
Q3 2020
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
4.4K+ 24.65% |
$222K - $222K
|
22.2K
$1.12M
|
|
Nov 06, 2020
Q3 2020
|
Parkside Financial Bank & Trust
|
BUY
|
- |
4.25KNew |
$214K - $215K
|
4.25K
$213K
|
|
Oct 22, 2020
Q3 2020
|
Amg National Trust Bank
|
BUY
|
- |
4.24KNew |
$214K - $215K
|
4.24K
$213K
|
|
Nov 16, 2020
Q3 2020
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
4.05K+ 29.01% |
$204K - $205K
|
18K
$905K
|
|
Oct 30, 2020
Q3 2020
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
4KNew |
$202K - $202K
|
4K
$201K
|
|
Nov 03, 2020
Q3 2020
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
3.71K+ 43.37% |
$187K - $187K
|
12.3K
$615K
|
|
Oct 26, 2020
Q3 2020
|
Syntal Capital Partners, LLC
Midland, TX |
BUY
|
- |
3.44K+ 19.48% |
$173K - $174K
|
21.1K
$1.06M
|
|
Dec 22, 2020
Q3 2020
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
3.41K+ 24.03% |
$172K - $172K
|
17.6K
$884K
|
|
Nov 13, 2020
Q3 2020
|
Claraphi Advisory Network, LLC
|
BUY
|
- |
3.13K+ 27.69% |
$158K - $158K
|
14.4K
$724K
|
|
Nov 03, 2020
Q3 2020
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
2.53K+ 2.46% |
$128K - $128K
|
105K
$5.29M
|
|
Nov 05, 2020
Q3 2020
|
Seelaus Asset Management LLC
|
BUY
|
- |
2.1K+ 6.65% |
$106K - $106K
|
33.6K
$1.69M
|
|
Oct 06, 2020
Q3 2020
|
Bogart Wealth, LLC
|
BUY
|
- |
2.02K+ 14.96% |
$102K - $102K
|
15.5K
$780K
|
|
Feb 02, 2021
Q3 2020
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
2K+ 50.0% |
$101K - $101K
|
6K
$301K
|
|
Nov 17, 2020
Q3 2020
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
2K+ 49.32% |
$101K - $101K
|
6.06K
$304K
|
|
Nov 13, 2020
Q3 2020
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.97K+ 18.89% |
$99.5K - $99.8K
|
12.4K
$624K
|
|
Oct 16, 2020
Q3 2020
|
Santori & Peters, Inc.
|
BUY
|
- |
1.95K+ 4.95% |
$98.2K - $98.4K
|
41.3K
$2.07M
|
|
Oct 30, 2020
Q3 2020
|
Fure Financial Corp
Bloomington, MN |
BUY
|
- |
1.76KNew |
$88.9K - $89.1K
|
1.76K
$88.5K
|
|
Nov 02, 2020
Q3 2020
|
D.A. Davidson & Co.
|
BUY
|
- |
1.57K+ 2.37% |
$79.1K - $79.3K
|
67.7K
$3.4M
|
|
Nov 13, 2020
Q3 2020
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.49K+ 61.7% |
$74.9K - $75.1K
|
3.89K
$195K
|
|
Oct 06, 2020
Q3 2020
|
Gradient Investments LLC
|
BUY
|
- |
1.28K+ 1.54% |
$64.5K - $64.7K
|
84.1K
$4.22M
|
|
Oct 27, 2020
Q3 2020
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.16K+ 1.69% |
$58.6K - $58.7K
|
69.8K
$3.51M
|