Purchases and Sales Made in Q3 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 Q3 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 |
---|---|---|---|---|---|---|---|
Nov 13, 2023
Q3 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
3.78K+ 24.26% |
$187K - $188K
|
19.3K
$970K
|
|
Nov 14, 2023
Q3 2023
|
Scotia Capital Inc.
|
BUY
|
- |
3.3K+ 3.51% |
$164K - $165K
|
97.3K
$4.88M
|
|
Oct 30, 2023
Q3 2023
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
3.24K+ 23.6% |
$161K - $162K
|
17K
$851K
|
|
Oct 10, 2023
Q3 2023
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
2.53K+ 1.92% |
$126K - $126K
|
134K
$6.73M
|
|
Oct 25, 2023
Q3 2023
|
ETF Store, Inc.
|
BUY
|
- |
2.34K+ 22.3% |
$116K - $116K
|
12.8K
$643K
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
2.13K+ 504.75% |
$105K - $106K
|
2.55K
$128K
|
|
Nov 08, 2023
Q3 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
1.53K+ 1.8% |
$75.9K - $76.3K
|
86.4K
$4.33M
|
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.49K+ 8.2% |
$74K - $74.3K
|
19.7K
$987K
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.35K+ 3.61% |
$67.1K - $67.4K
|
38.8K
$1.95M
|
|
Nov 03, 2023
Q3 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
1.28K+ 7.37% |
$63.6K - $63.9K
|
18.7K
$936K
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.01K+ 5.9% |
$50.1K - $50.3K
|
18.1K
$908K
|
|
Nov 09, 2023
Q3 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
948+ 2.64% |
$47K - $47.3K
|
36.9K
$1.85M
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
908+ 3.93% |
$45.1K - $45.3K
|
24K
$1.2M
|
|
Oct 24, 2023
Q3 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
885+ 7.89% |
$43.9K - $44.1K
|
12.1K
$607K
|
|
Nov 14, 2023
Q3 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
865+ 1.57% |
$42.9K - $43.1K
|
55.9K
$2.8M
|
|
Oct 25, 2023
Q3 2023
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
786+ 10.21% |
$39K - $39.2K
|
8.48K
$426K
|
|
Nov 14, 2023
Q3 2023
|
Natixis
Paris, I0 |
BUY
|
- |
717+ 0.76% |
$35.6K - $35.7K
|
94.9K
$4.76M
|
|
Oct 10, 2023
Q3 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
602New |
$29.9K - $30K
|
602
$30.2K
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
424+ 3.29% |
$21K - $21.1K
|
13.3K
$668K
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
BUY
|
- |
419+ 9.45% |
$20.8K - $20.9K
|
4.86K
$244K
|
|
Oct 10, 2023
Q3 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
400+ 1.18% |
$19.9K - $19.9K
|
34.2K
$1.72M
|
|
Nov 08, 2023
Q3 2023
|
Crewe Advisors LLC
|
BUY
|
- |
334New |
$16.6K - $16.6K
|
334
$16.8K
|
|
Nov 13, 2023
Q3 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
306+ 1.26% |
$15.2K - $15.3K
|
24.6K
$1.23M
|
|
Nov 08, 2023
Q3 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
235New |
$11.7K - $11.7K
|
235
$11.8K
|
|
Dec 04, 2023
Q3 2023
|
Trust CO
|
BUY
|
- |
105+ 0.18% |
$5.21K - $5.23K
|
57.3K
$2.88M
|
|
Nov 02, 2023
Q3 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
81+ 1.29% |
$4.02K - $4.04K
|
6.36K
$319K
|
|
Nov 08, 2023
Q3 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
52+ 0.85% |
$2.58K - $2.59K
|
6.2K
$311K
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
48New |
$2.38K - $2.39K
|
48
$2.41K
|
|
Nov 02, 2023
Q3 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
30+ 0.52% |
$1.49K - $1.5K
|
5.78K
$290K
|
|
Oct 26, 2023
Q3 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
15+ 0.13% |
$744 - $748
|
11.7K
$587K
|
|
Oct 30, 2023
Q3 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
6+ 0.13% |
$298 - $299
|
4.57K
$229K
|
|
Oct 10, 2023
Q3 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
4+ 100.0% |
$199 - $199
|
8
$401
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
1+ 0.23% |
$49.6 - $49.9
|
439
$22K
|
|
Nov 02, 2023
Q3 2023
|
Jnba Financial Advisors
|
BUY
|
- |
1+ 1.01% |
$49.6 - $49.9
|
100
$5.02K
|
|
Oct 18, 2023
Q3 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1+ 0.02% |
$49.6 - $49.9
|
4.87K
$244K
|
|
Nov 15, 2023
Q3 2023
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
SELL
|
- |
-15- 0.3% |
$744 - $748
|
5.02K
$252K
|
|
Nov 06, 2023
Q3 2023
|
Retirement Group, LLC
|
SELL
|
- |
-16- 4.35% |
$794 - $798
|
352
$17.7K
|
|
Oct 13, 2023
Q3 2023
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-17- 2.4% |
$844 - $847
|
691
$34.7K
|
|
Nov 13, 2023
Q3 2023
|
Ifg Advisory, LLC
|
SELL
|
- |
-20- 0.09% |
$993 - $997
|
23.4K
$1.17M
|
|
Nov 13, 2023
Q3 2023
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-20- 4.72% |
$993 - $997
|
404
$20.3K
|
|
Nov 09, 2023
Q3 2023
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-21- 0.13% |
$1.04K - $1.05K
|
16.7K
$839K
|
|
Oct 19, 2023
Q3 2023
|
Provident Wealth Management, LLC
|
SELL
|
- |
-26- 0.38% |
$1.29K - $1.3K
|
6.84K
$343K
|
|
Oct 25, 2023
Q3 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-42- 1.31% |
$2.08K - $2.09K
|
3.16K
$158K
|
|
Dec 01, 2023
Q3 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-77- 0.63% |
$3.82K - $3.84K
|
12.2K
$614K
|
|
Oct 17, 2023
Q3 2023
|
Davenport & CO LLC
|
SELL
|
- |
-96- 1.68% |
$4.76K - $4.79K
|
5.61K
$281K
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-98- 31.61% |
$4.86K - $4.89K
|
212
$10.6K
|
|
Nov 08, 2023
Q3 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-100- 1.39% |
$4.96K - $4.99K
|
7.1K
$356K
|
|
Nov 09, 2023
Q3 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-173- 7.69% |
$8.59K - $8.62K
|
2.08K
$104K
|
|
Oct 26, 2023
Q3 2023
|
Duncker Streett & CO Inc
|
SELL
|
- |
-185- 0.23% |
$9.18K - $9.22K
|
79.9K
$4.01M
|
|
Oct 17, 2023
Q3 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-195- 4.26% |
$9.68K - $9.72K
|
4.38K
$220K
|