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 12, 2021
Q4 2020
|
Vantage Consulting Group Inc
Virginia Beach, VA |
BUY
|
- |
574New |
$29K - $29K
|
574
$28.7K
|
|
Feb 01, 2021
Q4 2020
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
507+ 2.82% |
$25.6K - $25.6K
|
18.5K
$924K
|
|
Feb 02, 2021
Q4 2020
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
476+ 2.57% |
$24K - $24.1K
|
19K
$951K
|
|
Feb 08, 2021
Q4 2020
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
450+ 8.04% |
$22.7K - $22.8K
|
6.05K
$303K
|
|
Jan 28, 2021
Q4 2020
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
BUY
|
- |
441New |
$22.3K - $22.3K
|
441
$22.1K
|
|
Jan 12, 2021
Q4 2020
|
First Hawaiian Bank
|
BUY
|
- |
375+ 5.36% |
$18.9K - $19K
|
7.38K
$369K
|
|
Jan 27, 2021
Q4 2020
|
Accel Wealth Management
|
BUY
|
- |
300New |
$15.2K - $15.2K
|
300
$15K
|
|
Mar 19, 2021
Q4 2020
|
Curi Wealth Management, LLC
|
BUY
|
- |
287New |
$14.5K - $14.5K
|
287
$14.4K
|
|
Feb 16, 2021
Q4 2020
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
285+ 9.17% |
$14.4K - $14.4K
|
3.39K
$170K
|
|
Feb 17, 2021
Q4 2020
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
251+ 6.17% |
$12.7K - $12.7K
|
4.32K
$216K
|
|
Feb 12, 2021
Q4 2020
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
250+ 2.05% |
$12.6K - $12.6K
|
12.5K
$623K
|
|
Feb 16, 2021
Q4 2020
|
Fifth Third Bancorp
|
BUY
|
- |
200+ 49.63% |
$10.1K - $10.1K
|
603
$30.2K
|
|
Feb 18, 2021
Q4 2020
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
181New |
$9.14K - $9.15K
|
181
$9.06K
|
|
Jan 20, 2021
Q4 2020
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
160+ 2.64% |
$8.08K - $8.09K
|
6.22K
$311K
|
|
Jan 29, 2021
Q4 2020
|
Key F Inancial Inc
|
BUY
|
- |
133New |
$6.72K - $6.73K
|
133
$6.65K
|
|
Jan 22, 2021
Q4 2020
|
Randolph CO Inc
Cincinnati, OH |
BUY
|
- |
64+ 0.66% |
$3.23K - $3.24K
|
9.7K
$485K
|
|
Feb 12, 2021
Q4 2020
|
Natixis
Paris, I0 |
BUY
|
- |
53+ 0.08% |
$2.68K - $2.68K
|
69.1K
$3.46M
|
|
Jan 25, 2021
Q4 2020
|
Ifp Advisors, Inc
|
BUY
|
- |
32+ 0.04% |
$1.62K - $1.62K
|
80.2K
$4.01M
|
|
Feb 03, 2021
Q4 2020
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
3+ 0.19% |
$152 - $152
|
1.59K
$79.7K
|
|
Jan 14, 2021
Q4 2020
|
Larson Financial Group LLC
|
SELL
|
- |
-4- 0.56% |
$202 - $202
|
713
$35.7K
|
|
Feb 11, 2021
Q4 2020
|
Scotia Capital Inc.
|
SELL
|
- |
-7- 0.03% |
$354 - $354
|
22.9K
$1.15M
|
|
Jan 25, 2021
Q4 2020
|
Calton & Associates, Inc.
|
SELL
|
- |
-11- 0.12% |
$556 - $556
|
8.87K
$444K
|
|
Feb 04, 2021
Q4 2020
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-17Closed |
$859 - $860
|
0
$0
|
|
Feb 04, 2021
Q4 2020
|
Camden Capital, LLC
|
SELL
|
- |
-27- 0.38% |
$1.36K - $1.37K
|
7.09K
$355K
|
|
Jan 13, 2021
Q4 2020
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-46- 0.08% |
$2.32K - $2.33K
|
54.2K
$2.71M
|
|
Feb 16, 2021
Q4 2020
|
Titus Wealth Management
Larskpur, CA |
SELL
|
- |
-61- 1.27% |
$3.08K - $3.09K
|
4.76K
$238K
|
|
Feb 16, 2021
Q4 2020
|
Darwin Advisors, LLC
|
SELL
|
- |
-65- 1.03% |
$3.28K - $3.29K
|
6.24K
$312K
|
|
Feb 10, 2021
Q4 2020
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-97Closed |
$4.9K - $4.91K
|
0
$0
|
|
Feb 08, 2021
Q4 2020
|
Xml Financial, LLC
|
SELL
|
- |
-119- 0.76% |
$6.01K - $6.02K
|
15.6K
$778K
|
|
Feb 08, 2021
Q4 2020
|
Parsons Capital Management Inc
|
SELL
|
- |
-148- 2.27% |
$7.48K - $7.49K
|
6.36K
$318K
|
|
Jan 08, 2021
Q4 2020
|
Creative Financial Designs Inc
|
SELL
|
- |
-185Closed |
$9.35K - $9.36K
|
0
$0
|
|
Feb 11, 2021
Q4 2020
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-200- 3.68% |
$10.1K - $10.1K
|
5.24K
$262K
|
|
Jan 29, 2021
Q4 2020
|
Amg National Trust Bank
|
SELL
|
- |
-242- 5.7% |
$12.2K - $12.2K
|
4K
$200K
|
|
Feb 12, 2021
Q4 2020
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-353- 9.07% |
$17.8K - $17.9K
|
3.54K
$177K
|
|
Jan 12, 2021
Q4 2020
|
Astor Investment Management LLC
|
SELL
|
- |
-357Closed |
$18K - $18.1K
|
0
$0
|
|
Feb 17, 2021
Q4 2020
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-400- 3.77% |
$20.2K - $20.2K
|
10.2K
$511K
|
|
Feb 05, 2021
Q4 2020
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-447- 2.18% |
$22.6K - $22.6K
|
20K
$1M
|
|
Feb 10, 2021
Q4 2020
|
Assetmark, Inc
|
SELL
|
- |
-493- 2.5% |
$24.9K - $24.9K
|
19.2K
$962K
|
|
Feb 18, 2021
Q4 2020
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-500Closed |
$25.3K - $25.3K
|
0
$0
|
|
Feb 04, 2021
Q4 2020
|
Delta Investment Management, LLC
|
SELL
|
- |
-500- 5.98% |
$25.3K - $25.3K
|
7.86K
$393K
|
|
May 15, 2024
Q4 2020
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-595Closed |
$30.1K - $30.1K
|
0
$0
|
|
Feb 09, 2021
Q4 2020
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
SELL
|
- |
-600- 37.62% |
$30.3K - $30.3K
|
995
$49.8K
|
|
Jan 13, 2021
Q4 2020
|
Global Retirement Partners, LLC
|
SELL
|
- |
-602Closed |
$30.4K - $30.4K
|
0
$0
|
|
Jan 06, 2021
Q4 2020
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-656- 0.54% |
$33.1K - $33.2K
|
121K
$6.06M
|
|
Feb 16, 2021
Q4 2020
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-703- 3.2% |
$35.5K - $35.6K
|
21.3K
$1.06M
|
|
Feb 10, 2021
Q4 2020
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-717- 0.2% |
$36.2K - $36.3K
|
354K
$17.7M
|
|
Jan 20, 2021
Q4 2020
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-800- 12.57% |
$40.4K - $40.5K
|
5.57K
$278K
|
|
Feb 11, 2021
Q4 2020
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-938- 7.55% |
$47.4K - $47.4K
|
11.5K
$574K
|
|
Feb 16, 2021
Q4 2020
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.14K- 8.26% |
$57.6K - $57.7K
|
12.7K
$633K
|
|
Feb 04, 2021
Q4 2020
|
Us Bancorp \De\
|
SELL
|
- |
-1.24KClosed |
$62.5K - $62.6K
|
0
$0
|