Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 23, 2025
Q3 2025
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
378KNew |
$18.9M - $19.1M
|
378K
$19M
|
|
|
Oct 22, 2025
Q3 2025
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
61K+ 16.13% |
$3.05M - $3.07M
|
439K
$22.1M
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
55.8K+ 14.69% |
$2.79M - $2.81M
|
436K
$21.9M
|
|
|
Oct 21, 2025
Q3 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
48.7KNew |
$2.44M - $2.45M
|
48.7K
$2.45M
|
|
|
Oct 02, 2025
Q3 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
29.3K+ 3.64% |
$1.47M - $1.47M
|
833K
$42M
|
|
|
Oct 15, 2025
Q3 2025
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
27.6K+ 8.6% |
$1.38M - $1.39M
|
349K
$17.6M
|
|
|
Oct 22, 2025
Q3 2025
|
Foronjy Financial LLC
Los Osos, CA |
BUY
|
- |
23.1K+ 12.91% |
$1.16M - $1.17M
|
202K
$10.2M
|
|
|
Oct 20, 2025
Q3 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
15.1KNew |
$757K - $761K
|
15.1K
$761K
|
|
|
Oct 08, 2025
Q3 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
7.62K+ 35.63% |
$381K - $384K
|
29K
$1.46M
|
|
|
Oct 23, 2025
Q3 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
6.51KNew |
$326K - $328K
|
6.51K
$328K
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
5.63K+ 25.85% |
$282K - $283K
|
27.4K
$1.38M
|
|
|
Oct 20, 2025
Q3 2025
|
My Personal Cfo, LLC
|
BUY
|
- |
5.38KNew |
$269K - $271K
|
5.38K
$271K
|
|
|
Oct 06, 2025
Q3 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
5.04K+ 6.6% |
$252K - $254K
|
81.4K
$4.1M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
4.64K+ 8.08% |
$233K - $234K
|
62.1K
$3.13M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
4.01K+ 0.76% |
$201K - $202K
|
533K
$26.8M
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
3.14K+ 19.05% |
$157K - $158K
|
19.6K
$987K
|
|
|
Oct 09, 2025
Q3 2025
|
Legacy Solutions, LLC
Kennett Square, PA |
BUY
|
- |
2.45K+ 8.12% |
$123K - $123K
|
32.6K
$1.64M
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
2.14K+ 2.96% |
$107K - $108K
|
74.3K
$3.74M
|
|
|
Oct 10, 2025
Q3 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
1.92KNew |
$96.4K - $96.9K
|
1.92K
$96.9K
|
|
|
Oct 24, 2025
Q3 2025
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
1.81K+ 15.12% |
$90.6K - $91.2K
|
13.8K
$694K
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.81K+ 5.55% |
$90.5K - $91K
|
34.4K
$1.73M
|
|
|
Oct 17, 2025
Q3 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
1.46K+ 4.16% |
$73K - $73.4K
|
36.5K
$1.84M
|
|
|
Oct 20, 2025
Q3 2025
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
1.41K+ 3.31% |
$70.7K - $71.1K
|
44K
$2.22M
|
|
|
Oct 20, 2025
Q3 2025
|
Daner Wealth Management, LLC
Alpharetta, GA |
BUY
|
- |
993+ 0.92% |
$49.7K - $50K
|
109K
$5.49M
|
|
|
Oct 14, 2025
Q3 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
679+ 6.57% |
$34K - $34.2K
|
11K
$555K
|
|
|
Oct 24, 2025
Q3 2025
|
Warwick Investment Management, Inc.
|
BUY
|
- |
633+ 1.55% |
$31.7K - $31.9K
|
41.5K
$2.09M
|
|
|
Oct 20, 2025
Q3 2025
|
Foundation Wealth Management, Llc\Pa
Media, PA |
BUY
|
- |
537+ 11.1% |
$26.9K - $27K
|
5.38K
$271K
|
|
|
Oct 17, 2025
Q3 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
512+ 1.29% |
$25.6K - $25.8K
|
40.2K
$2.02M
|
|
|
Oct 21, 2025
Q3 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
278New |
$13.9K - $14K
|
278
$14K
|
|
|
Oct 16, 2025
Q3 2025
|
Beacon Capital Management, Inc.
|
BUY
|
- |
170New |
$8.51K - $8.56K
|
170
$8.56K
|
|
|
Oct 17, 2025
Q3 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
166+ 1.14% |
$8.31K - $8.36K
|
14.7K
$739K
|
|
|
Oct 21, 2025
Q3 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
145+ 1.11% |
$7.26K - $7.3K
|
13.2K
$664K
|
|
|
Oct 07, 2025
Q3 2025
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
98+ 1.17% |
$4.91K - $4.94K
|
8.49K
$427K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2+ 0.09% |
$100 - $101
|
2.24K
$113K
|
|
|
Oct 16, 2025
Q3 2025
|
Darwin Advisors, LLC
|
BUY
|
- |
1+ 1.72% |
$50.1 - $50.4
|
59
$2.97K
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-35- 41.67% |
$1.75K - $1.76K
|
49
$2.47K
|
|
|
Oct 22, 2025
Q3 2025
|
Milestones Private Investment Advisors LLC
Fairport, NY |
SELL
|
- |
-145- 1.43% |
$7.26K - $7.3K
|
9.99K
$503K
|
|
|
Oct 23, 2025
Q3 2025
|
Duncker Streett & CO Inc
|
SELL
|
- |
-183- 0.36% |
$9.16K - $9.22K
|
50.1K
$2.52M
|
|
|
Oct 06, 2025
Q3 2025
|
Trust CO
|
SELL
|
- |
-459- 0.91% |
$23K - $23.1K
|
50.2K
$2.53M
|
|
|
Oct 15, 2025
Q3 2025
|
Davenport & CO LLC
|
SELL
|
- |
-500- 7.6% |
$25K - $25.2K
|
6.08K
$306K
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-760- 12.12% |
$38.1K - $38.3K
|
5.51K
$278K
|
|
|
Oct 16, 2025
Q3 2025
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-925- 4.95% |
$46.3K - $46.6K
|
17.7K
$894K
|
|
|
Oct 23, 2025
Q3 2025
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
SELL
|
- |
-998- 2.62% |
$50K - $50.3K
|
37.1K
$1.87M
|
|
|
Oct 14, 2025
Q3 2025
|
Paladin Wealth, LLC
Arden Hills, MN |
SELL
|
- |
-1.14K- 4.76% |
$56.8K - $57.2K
|
22.7K
$1.14M
|
|
|
Oct 10, 2025
Q3 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-1.32K- 0.37% |
$65.9K - $66.2K
|
352K
$17.7M
|
|
|
Oct 17, 2025
Q3 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
SELL
|
- |
-2.44K- 8.05% |
$122K - $123K
|
27.9K
$1.4M
|
|
|
Oct 16, 2025
Q3 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-2.75K- 2.4% |
$138K - $139K
|
112K
$5.64M
|
|
|
Oct 23, 2025
Q3 2025
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-5.2K- 52.0% |
$260K - $262K
|
4.8K
$242K
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-5.32K- 15.15% |
$267K - $268K
|
29.8K
$1.5M
|
|
|
Oct 20, 2025
Q3 2025
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-6.55K- 22.55% |
$328K - $330K
|
22.5K
$1.13M
|