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 |
---|---|---|---|---|---|---|---|
Oct 26, 2020
Q3 2020
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
1KNew |
$50.4K - $50.6K
|
1K
$50.2K
|
|
Nov 12, 2020
Q3 2020
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
995+ 165.83% |
$50.2K - $50.3K
|
1.6K
$80.1K
|
|
Nov 16, 2020
Q3 2020
|
Advisory Services Network, LLC
|
BUY
|
- |
941New |
$47.5K - $47.6K
|
941
$47.3K
|
|
Oct 13, 2020
Q3 2020
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
900+ 19.15% |
$45.4K - $45.5K
|
5.6K
$281K
|
|
Nov 06, 2020
Q3 2020
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
674+ 75.73% |
$34K - $34.1K
|
1.56K
$78.5K
|
|
Oct 22, 2020
Q3 2020
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
650+ 11.37% |
$32.8K - $32.9K
|
6.37K
$320K
|
|
Oct 09, 2020
Q3 2020
|
Global Retirement Partners, LLC
|
BUY
|
- |
602New |
$30.4K - $30.4K
|
602
$30.2K
|
|
Nov 12, 2020
Q3 2020
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
547+ 2.63% |
$27.6K - $27.7K
|
21.4K
$1.07M
|
|
Oct 20, 2020
Q3 2020
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
530+ 18.24% |
$26.7K - $26.8K
|
3.44K
$173K
|
|
Nov 10, 2020
Q3 2020
|
Arkadios Wealth Advisors
|
BUY
|
- |
525+ 12.73% |
$26.5K - $26.5K
|
4.65K
$234K
|
|
Oct 06, 2020
Q3 2020
|
Tsfg, LLC
|
BUY
|
- |
466+ 230.69% |
$23.5K - $23.6K
|
668
$33.5K
|
|
Nov 09, 2020
Q3 2020
|
Fifth Third Bancorp
|
BUY
|
- |
403New |
$20.3K - $20.4K
|
403
$20.2K
|
|
Oct 08, 2020
Q3 2020
|
Larson Financial Group LLC
|
BUY
|
- |
346+ 93.26% |
$17.5K - $17.5K
|
717
$36K
|
|
Nov 12, 2020
Q3 2020
|
Natixis
Paris, I0 |
BUY
|
- |
292+ 0.42% |
$14.7K - $14.8K
|
69K
$3.47M
|
|
Oct 27, 2020
Q3 2020
|
Parallel Advisors, LLC
|
BUY
|
- |
250+ 2.48% |
$12.6K - $12.6K
|
10.4K
$520K
|
|
Oct 27, 2020
Q3 2020
|
Randolph CO Inc
Cincinnati, OH |
BUY
|
- |
186+ 1.97% |
$9.38K - $9.41K
|
9.64K
$484K
|
|
Oct 30, 2020
Q3 2020
|
Petix & Botte CO
|
BUY
|
- |
168+ 1.82% |
$8.47K - $8.5K
|
9.4K
$472K
|
|
Oct 06, 2020
Q3 2020
|
First Hawaiian Bank
|
BUY
|
- |
130+ 1.89% |
$6.56K - $6.57K
|
7K
$352K
|
|
Nov 12, 2020
Q3 2020
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
124+ 8.45% |
$6.25K - $6.27K
|
1.59K
$79.9K
|
|
Nov 19, 2020
Q3 2020
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
43+ 1.07% |
$2.17K - $2.17K
|
4.07K
$204K
|
|
Nov 16, 2020
Q3 2020
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
28+ 0.13% |
$1.41K - $1.42K
|
22K
$1.1M
|
|
Nov 12, 2020
Q3 2020
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
4+ 0.13% |
$202 - $202
|
3.11K
$156K
|
|
Oct 14, 2020
Q3 2020
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
1+ 0.01% |
$50.4 - $50.6
|
7.85K
$394K
|
|
Oct 06, 2020
Q3 2020
|
Creative Financial Designs Inc
|
BUY
|
- |
1+ 0.54% |
$50.4 - $50.6
|
185
$9.29K
|
|
Oct 28, 2020
Q3 2020
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-6- 26.09% |
$303 - $303
|
17
$854
|
|
Oct 30, 2020
Q3 2020
|
Calton & Associates, Inc.
|
SELL
|
- |
-11- 0.12% |
$555 - $556
|
8.88K
$446K
|
|
Oct 19, 2020
Q3 2020
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-14- 12.61% |
$706 - $708
|
97
$4.87K
|
|
Nov 09, 2020
Q3 2020
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-29- 0.15% |
$1.46K - $1.47K
|
19.6K
$986K
|
|
Nov 13, 2020
Q3 2020
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-39- 0.49% |
$1.97K - $1.97K
|
7.84K
$394K
|
|
May 15, 2024
Q3 2020
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-57- 8.74% |
$2.88K - $2.88K
|
595
$29.9K
|
|
Nov 13, 2020
Q3 2020
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-83Closed |
$4.19K - $4.2K
|
0
$0
|
|
Nov 13, 2020
Q3 2020
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-96Closed |
$4.84K - $4.85K
|
0
$0
|
|
Nov 12, 2020
Q3 2020
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-108Closed |
$5.45K - $5.46K
|
0
$0
|
|
Nov 13, 2020
Q3 2020
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-117- 3.02% |
$5.9K - $5.92K
|
3.76K
$189K
|
|
Nov 06, 2020
Q3 2020
|
M&T Bank Corp
|
SELL
|
- |
-131- 0.44% |
$6.61K - $6.62K
|
29.9K
$1.5M
|
|
Oct 26, 2020
Q3 2020
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-191- 3.43% |
$9.63K - $9.66K
|
5.38K
$270K
|
|
Oct 19, 2020
Q3 2020
|
Rovin Capital
|
SELL
|
- |
-240- 0.9% |
$12.1K - $12.1K
|
26.4K
$1.33M
|
|
Oct 29, 2020
Q3 2020
|
Parsons Capital Management Inc
|
SELL
|
- |
-269- 3.97% |
$13.6K - $13.6K
|
6.51K
$327K
|
|
Oct 27, 2020
Q3 2020
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-352Closed |
$17.8K - $17.8K
|
0
$0
|
|
Nov 12, 2020
Q3 2020
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-400- 6.86% |
$20.2K - $20.2K
|
5.44K
$273K
|
|
Oct 28, 2020
Q3 2020
|
First Merchants Corp
|
SELL
|
- |
-524- 0.23% |
$26.4K - $26.5K
|
230K
$11.6M
|
|
Oct 09, 2020
Q3 2020
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-750- 14.96% |
$37.8K - $37.9K
|
4.27K
$214K
|
|
Nov 13, 2020
Q3 2020
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-785Closed |
$39.6K - $39.7K
|
0
$0
|
|
Nov 05, 2020
Q3 2020
|
Ipg Investment Advisors LLC
San Diego, CA |
SELL
|
- |
-795- 8.37% |
$40.1K - $40.2K
|
8.71K
$437K
|
|
Nov 13, 2020
Q3 2020
|
Aspire Private Capital, LLC
|
SELL
|
- |
-805Closed |
$40.6K - $40.7K
|
0
$0
|
|
Nov 12, 2020
Q3 2020
|
Orser Capital Management, LLC
|
SELL
|
- |
-828Closed |
$41.8K - $41.9K
|
0
$0
|
|
Nov 13, 2020
Q3 2020
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-874- 7.61% |
$44.1K - $44.2K
|
10.6K
$533K
|
|
Nov 12, 2020
Q3 2020
|
Acg Wealth
|
SELL
|
- |
-1.28K- 5.5% |
$64.3K - $64.5K
|
21.9K
$1.1M
|
|
Dec 29, 2020
Q3 2020
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-1.35K- 12.35% |
$67.8K - $68K
|
9.55K
$480K
|
|
Nov 16, 2020
Q3 2020
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-1.59K- 2.82% |
$80.1K - $80.4K
|
54.7K
$2.75M
|