Purchases and Sales Made in Q4 2022 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 2022. 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 14, 2023
Q4 2022
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
4.46KNew |
$219K - $221K
|
4.46K
$224K
|
|
Feb 16, 2023
Q4 2022
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
4.37KNew |
$215K - $217K
|
4.37K
$219K
|
|
Feb 13, 2023
Q4 2022
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
4.23KNew |
$208K - $210K
|
4.23K
$212K
|
|
Feb 02, 2023
Q4 2022
|
Sawtooth Solutions, LLC
|
BUY
|
- |
4.12K+ 71.02% |
$203K - $204K
|
9.91K
$497K
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
BUY
|
- |
4KNew |
$197K - $198K
|
4K
$200K
|
|
Jan 31, 2023
Q4 2022
|
Syntal Capital Partners, LLC
Midland, TX |
BUY
|
- |
3.24K+ 20.74% |
$160K - $161K
|
18.9K
$947K
|
|
Apr 19, 2024
Q4 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
3.16K+ 8.12% |
$155K - $156K
|
42K
$2.11M
|
|
Jan 18, 2023
Q4 2022
|
Calton & Associates, Inc.
|
BUY
|
- |
2.75K+ 34.14% |
$136K - $136K
|
10.8K
$543K
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
2.03K+ 69.48% |
$100K - $101K
|
4.95K
$248K
|
|
Feb 02, 2023
Q4 2022
|
Ledge Wealth Management, Inc.
|
BUY
|
- |
1.86K+ 24.44% |
$91.7K - $92.4K
|
9.49K
$476K
|
|
Feb 13, 2023
Q4 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
1.4K+ 32.97% |
$68.9K - $69.4K
|
5.65K
$283K
|
|
Feb 07, 2023
Q4 2022
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
1.22K+ 3.87% |
$60K - $60.4K
|
32.7K
$1.64M
|
|
Feb 13, 2023
Q4 2022
|
Clarity Financial LLC
|
BUY
|
- |
1.2K+ 9.74% |
$59.1K - $59.5K
|
13.5K
$679K
|
|
Jan 19, 2023
Q4 2022
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
1.1K+ 3.75% |
$54.3K - $54.7K
|
30.5K
$1.53M
|
|
Feb 14, 2023
Q4 2022
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
1K+ 5.19% |
$49.2K - $49.6K
|
20.3K
$1.02M
|
|
Feb 14, 2023
Q4 2022
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
904New |
$44.5K - $44.8K
|
904
$45.3K
|
|
Jan 24, 2023
Q4 2022
|
Pitti Group Wealth Management, LLC
|
BUY
|
- |
821+ 7.19% |
$40.4K - $40.7K
|
12.2K
$614K
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
817+ 0.37% |
$40.2K - $40.5K
|
224K
$11.2M
|
|
Jan 13, 2023
Q4 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
804+ 19.27% |
$39.6K - $39.9K
|
4.98K
$250K
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
769+ 12.97% |
$37.9K - $38.1K
|
6.7K
$336K
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
BUY
|
- |
689+ 4.71% |
$33.9K - $34.2K
|
15.3K
$768K
|
|
Feb 09, 2023
Q4 2022
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
663+ 5.16% |
$32.6K - $32.9K
|
13.5K
$678K
|
|
Feb 13, 2023
Q4 2022
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
572+ 3.02% |
$28.2K - $28.4K
|
19.5K
$980K
|
|
Jan 18, 2023
Q4 2022
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
470New |
$23.1K - $23.3K
|
470
$23.6K
|
|
Jan 31, 2023
Q4 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
380+ 1.82% |
$18.7K - $18.8K
|
21.2K
$1.06M
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
271New |
$13.3K - $13.4K
|
271
$13.6K
|
|
Feb 15, 2023
Q4 2022
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
270+ 3.62% |
$13.3K - $13.4K
|
7.72K
$387K
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
178New |
$8.76K - $8.83K
|
178
$8.93K
|
|
Feb 09, 2023
Q4 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
110+ 0.9% |
$5.42K - $5.45K
|
12.3K
$617K
|
|
Jan 17, 2023
Q4 2022
|
4 J Wealth Management LLC
|
BUY
|
- |
100+ 1.09% |
$4.92K - $4.96K
|
9.26K
$464K
|
|
Feb 06, 2023
Q4 2022
|
B & T Capital Management Dba Alpha Capital Management
|
BUY
|
- |
99+ 0.12% |
$4.87K - $4.91K
|
85.6K
$4.29M
|
|
Feb 03, 2023
Q4 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
89+ 1.61% |
$4.38K - $4.41K
|
5.63K
$283K
|
|
Feb 14, 2023
Q4 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
76+ 0.5% |
$3.74K - $3.77K
|
15.4K
$773K
|
|
Feb 14, 2023
Q4 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
54+ 1.16% |
$2.66K - $2.68K
|
4.7K
$236K
|
|
Feb 14, 2023
Q4 2022
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
32+ 0.58% |
$1.58K - $1.59K
|
5.51K
$276K
|
|
Jan 12, 2023
Q4 2022
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
18+ 0.05% |
$886 - $892
|
34K
$1.71M
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
14+ 0.23% |
$689 - $694
|
6.07K
$304K
|
|
Feb 15, 2023
Q4 2022
|
Retirement Group, LLC
|
BUY
|
- |
3+ 0.2% |
$148 - $149
|
1.53K
$76.9K
|
|
Feb 06, 2023
Q4 2022
|
Jnba Financial Advisors
|
BUY
|
- |
1+ 1.04% |
$49.2 - $49.6
|
97
$4.87K
|
|
Feb 10, 2023
Q4 2022
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-40- 0.74% |
$1.97K - $1.98K
|
5.4K
$271K
|
|
Feb 14, 2023
Q4 2022
|
First Wilshire Securities Management Inc
Pasadena, CA |
SELL
|
- |
-43- 0.21% |
$2.12K - $2.13K
|
20.1K
$1.01M
|
|
Feb 10, 2023
Q4 2022
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-50- 0.69% |
$2.46K - $2.48K
|
7.19K
$360K
|
|
Feb 14, 2023
Q4 2022
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-75- 36.06% |
$3.69K - $3.72K
|
133
$6.67K
|
|
Feb 03, 2023
Q4 2022
|
Signature Wealth Management Partners, LLC
|
SELL
|
- |
-87- 1.27% |
$4.28K - $4.31K
|
6.78K
$340K
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-100- 19.19% |
$4.92K - $4.96K
|
421
$21.1K
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-114- 1.14% |
$5.61K - $5.65K
|
9.9K
$497K
|
|
Jan 12, 2023
Q4 2022
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-133- 2.38% |
$6.55K - $6.59K
|
5.46K
$274K
|
|
Feb 09, 2023
Q4 2022
|
Detalus Advisors, LLC
|
SELL
|
- |
-198- 3.61% |
$9.75K - $9.82K
|
5.29K
$265K
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
SELL
|
- |
-285- 64.48% |
$14K - $14.1K
|
157
$7.88K
|
|
Jan 12, 2023
Q4 2022
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-305- 0.9% |
$15K - $15.1K
|
33.6K
$1.69M
|