Purchases and Sales Made in Q4 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 Q4 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 |
---|---|---|---|---|---|---|---|
Feb 01, 2021
Q4 2020
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
11.6K+ 34.93% |
$584K - $585K
|
44.7K
$2.23M
|
|
Jan 20, 2021
Q4 2020
|
Kestra Advisory Services, LLC
|
BUY
|
- |
11.5K+ 70.99% |
$582K - $583K
|
27.8K
$1.39M
|
|
Feb 12, 2021
Q4 2020
|
Wealthsource Partners, LLC
|
BUY
|
- |
11.3K+ 103.13% |
$571K - $572K
|
22.3K
$1.11M
|
|
Jan 25, 2021
Q4 2020
|
Beacon Financial Advisory LLC
|
BUY
|
- |
11K+ 136.75% |
$554K - $555K
|
19K
$950K
|
|
Jan 29, 2021
Q4 2020
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
10.3K+ 26.52% |
$521K - $522K
|
49.2K
$2.46M
|
|
Feb 02, 2021
Q4 2020
|
Weatherly Asset Management L. P.
|
BUY
|
- |
10.2K+ 22.73% |
$517K - $518K
|
55.3K
$2.76M
|
|
Feb 09, 2021
Q4 2020
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
9.9KNew |
$500K - $501K
|
9.9K
$495K
|
|
Feb 17, 2021
Q4 2020
|
First Wilshire Securities Management Inc
Pasadena, CA |
BUY
|
- |
9.04K+ 23.05% |
$457K - $457K
|
48.3K
$2.42M
|
|
May 17, 2021
Q4 2020
|
Money Concepts Capital Corp
|
BUY
|
- |
8.58KNew |
$433K - $434K
|
8.58K
$429K
|
|
Feb 03, 2021
Q4 2020
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
8.2KNew |
$414K - $415K
|
8.2K
$410K
|
|
Feb 12, 2021
Q4 2020
|
Vontobel Holding Ltd.
|
BUY
|
- |
8KNew |
$404K - $405K
|
8K
$400K
|
|
Feb 12, 2021
Q4 2020
|
Renasant Bank
|
BUY
|
- |
7.9KNew |
$399K - $400K
|
7.9K
$395K
|
|
Jan 25, 2021
Q4 2020
|
Hardy Reed LLC
|
BUY
|
- |
7.44KNew |
$376K - $376K
|
7.44K
$372K
|
|
Jan 22, 2021
Q4 2020
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
7.19K+ 13.37% |
$363K - $363K
|
60.9K
$3.05M
|
|
Jan 25, 2021
Q4 2020
|
Janney Montgomery Scott LLC
|
BUY
|
- |
7.04K+ 23.52% |
$355K - $356K
|
37K
$1.85M
|
|
Jan 20, 2021
Q4 2020
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
6.88K+ 39.13% |
$348K - $348K
|
24.5K
$1.22M
|
|
Feb 12, 2021
Q4 2020
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
6.85KNew |
$346K - $347K
|
6.85K
$343K
|
|
Jan 26, 2021
Q4 2020
|
Paragon Wealth Strategies, LLC
|
BUY
|
- |
6.79K+ 3.3% |
$343K - $343K
|
213K
$10.6M
|
|
Mar 01, 2021
Q4 2020
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
6.71KNew |
$339K - $340K
|
6.71K
$336K
|
|
Feb 16, 2021
Q4 2020
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
6.6KNew |
$333K - $334K
|
6.6K
$330K
|
|
Feb 16, 2021
Q4 2020
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
5.65KNew |
$285K - $286K
|
5.65K
$283K
|
|
Feb 10, 2021
Q4 2020
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
5.29KNew |
$267K - $267K
|
5.29K
$264K
|
|
Jan 28, 2021
Q4 2020
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
5.06KNew |
$255K - $256K
|
5.06K
$253K
|
|
Jan 29, 2021
Q4 2020
|
Petix & Botte CO
|
BUY
|
- |
5.02K+ 53.45% |
$254K - $254K
|
14.4K
$721K
|
|
Feb 16, 2021
Q4 2020
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
4.95K+ 11.23% |
$250K - $250K
|
49K
$2.45M
|
|
Jan 13, 2021
Q4 2020
|
Davenport & CO LLC
|
BUY
|
- |
4.52KNew |
$228K - $229K
|
4.52K
$226K
|
|
Jan 27, 2021
Q4 2020
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
4.35K+ 435.0% |
$220K - $220K
|
5.35K
$268K
|
|
Jan 19, 2021
Q4 2020
|
Journey Advisory Group, LLC
|
BUY
|
- |
4.11KNew |
$208K - $208K
|
4.11K
$206K
|
|
Feb 02, 2021
Q4 2020
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
3.99K+ 50.85% |
$201K - $202K
|
11.8K
$592K
|
|
Jan 28, 2021
Q4 2020
|
Community Bank, N.A.
|
BUY
|
- |
3.87K+ 4.39% |
$196K - $196K
|
92.1K
$4.61M
|
|
Feb 11, 2021
Q4 2020
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
3.45K+ 3.27% |
$174K - $174K
|
109K
$5.45M
|
|
Feb 12, 2021
Q4 2020
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
3.39KNew |
$171K - $171K
|
3.39K
$170K
|
|
Feb 11, 2021
Q4 2020
|
Syntal Capital Partners, LLC
Midland, TX |
BUY
|
- |
3.27K+ 15.48% |
$165K - $165K
|
24.4K
$1.22M
|
|
Jan 12, 2021
Q4 2020
|
Trust CO
|
BUY
|
- |
3.15K+ 50.95% |
$159K - $159K
|
9.34K
$467K
|
|
Mar 30, 2021
Q4 2020
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
3.05K+ 21.53% |
$154K - $154K
|
17.2K
$860K
|
|
Jan 28, 2021
Q4 2020
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.76KNew |
$139K - $139K
|
2.76K
$138K
|
|
Feb 03, 2021
Q4 2020
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2.69K+ 3.85% |
$136K - $136K
|
72.5K
$3.63M
|
|
Jan 28, 2021
Q4 2020
|
First Merchants Corp
|
BUY
|
- |
1.89K+ 0.82% |
$95.6K - $95.7K
|
232K
$11.6M
|
|
Feb 05, 2021
Q4 2020
|
Claraphi Advisory Network, LLC
|
BUY
|
- |
1.61K+ 11.17% |
$81.3K - $81.4K
|
16K
$801K
|
|
Feb 16, 2021
Q4 2020
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
1.61K+ 11.0% |
$81.3K - $81.4K
|
16.2K
$812K
|
|
Feb 10, 2021
Q4 2020
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
1.42K+ 1.35% |
$71.8K - $71.9K
|
107K
$5.34M
|
|
Feb 12, 2021
Q4 2020
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.41K+ 0.7% |
$71.4K - $71.5K
|
204K
$10.2M
|
|
Feb 16, 2021
Q4 2020
|
55 I, LLC
Boston, MA |
BUY
|
- |
1.3K+ 28.94% |
$65.9K - $66K
|
5.81K
$291K
|
|
Mar 03, 2021
Q4 2020
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
1.08K+ 2.82% |
$54.6K - $54.6K
|
39.4K
$1.97M
|
|
Feb 12, 2021
Q4 2020
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.07K+ 2.99% |
$54.2K - $54.3K
|
37K
$1.85M
|
|
Feb 04, 2021
Q4 2020
|
Fure Financial Corp
Bloomington, MN |
BUY
|
- |
1.03K+ 58.34% |
$51.9K - $52K
|
2.79K
$140K
|
|
Feb 09, 2021
Q4 2020
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
1K+ 5.62% |
$50.5K - $50.6K
|
18.8K
$941K
|
|
Feb 12, 2021
Q4 2020
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
833+ 10.38% |
$42.1K - $42.1K
|
8.86K
$443K
|
|
Feb 08, 2021
Q4 2020
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
731+ 46.74% |
$36.9K - $37K
|
2.3K
$115K
|
|
Feb 05, 2021
Q4 2020
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
724+ 13.45% |
$36.6K - $36.6K
|
6.11K
$305K
|