Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2024
Q4 2023
|
Edge Rock Capital LLC
|
BUY
|
- |
5.06KNew |
$251K - $254K
|
5.06K
$255K
|
|
|
Feb 14, 2024
Q4 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
4.94K+ 8.85% |
$245K - $248K
|
60.8K
$3.06M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
4.71K+ 24.31% |
$234K - $236K
|
24.1K
$1.21M
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
4.3K+ 2.95% |
$213K - $215K
|
150K
$7.54M
|
|
|
Feb 13, 2024
Q4 2023
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
4.19K+ 76.36% |
$208K - $210K
|
9.68K
$486K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
4.13KNew |
$205K - $207K
|
4.13K
$207K
|
|
|
Feb 06, 2024
Q4 2023
|
National Bank Of Canada
|
BUY
|
- |
4.07K+ 25.07% |
$202K - $204K
|
20.3K
$1.02M
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
3.71K+ 1.01% |
$184K - $186K
|
370K
$18.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
3.67K+ 8.16% |
$182K - $184K
|
48.6K
$2.44M
|
|
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
3.55KNew |
$176K - $178K
|
3.55K
$179K
|
|
|
Jan 29, 2024
Q4 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
2.97K+ 5.83% |
$148K - $149K
|
54K
$2.72M
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
2.24K+ 87.78% |
$111K - $112K
|
4.78K
$240K
|
|
|
Feb 08, 2024
Q4 2023
|
Wt Wealth Management
|
BUY
|
- |
2.2K+ 5.21% |
$109K - $110K
|
44.5K
$2.24M
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.91K+ 2.83% |
$94.7K - $95.6K
|
69.4K
$3.49M
|
|
|
Feb 07, 2024
Q4 2023
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
1.61K+ 9.48% |
$79.9K - $80.6K
|
18.6K
$934K
|
|
|
Feb 06, 2024
Q4 2023
|
Wescap Management Group, Inc.
Glendale, CA |
BUY
|
- |
1.55K+ 1.31% |
$76.9K - $77.6K
|
120K
$6.03M
|
|
|
Feb 14, 2024
Q4 2023
|
Redwood Financial Network Corp
|
BUY
|
- |
1.34K+ 11.92% |
$66.6K - $67.2K
|
12.6K
$633K
|
|
|
Apr 19, 2024
Q4 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.15K+ 3.61% |
$57.3K - $57.8K
|
33.1K
$1.67M
|
|
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1.15K+ 9.84% |
$57.2K - $57.7K
|
12.9K
$647K
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
1.09K+ 49.61% |
$54.2K - $54.8K
|
3.3K
$166K
|
|
|
Feb 13, 2024
Q4 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.08K+ 267.33% |
$53.6K - $54.1K
|
1.48K
$74.6K
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.05K+ 22.31% |
$52.2K - $52.7K
|
5.76K
$290K
|
|
|
Feb 13, 2024
Q4 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
1KNew |
$49.6K - $50.1K
|
1K
$50.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
954+ 21.54% |
$47.3K - $47.8K
|
5.38K
$271K
|
|
|
Jan 10, 2024
Q4 2023
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
638+ 1.03% |
$31.7K - $32K
|
62.8K
$3.16M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
547+ 2.28% |
$27.1K - $27.4K
|
24.5K
$1.23M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
525+ 0.64% |
$26.1K - $26.3K
|
83.1K
$4.18M
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
501+ 9.38% |
$24.9K - $25.1K
|
5.84K
$294K
|
|
|
Mar 01, 2024
Q4 2023
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
500New |
$24.8K - $25.1K
|
500
$25.1K
|
|
|
Feb 05, 2024
Q4 2023
|
Santori & Peters, Inc.
|
BUY
|
- |
457+ 10.67% |
$22.7K - $22.9K
|
4.74K
$238K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
436New |
$21.6K - $21.8K
|
436
$21.9K
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
335New |
$16.6K - $16.8K
|
335
$16.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
260New |
$12.9K - $13K
|
260
$13.1K
|
|
|
Feb 09, 2024
Q4 2023
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
256+ 2.36% |
$12.7K - $12.8K
|
11.1K
$559K
|
|
|
Feb 06, 2024
Q4 2023
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
248New |
$12.3K - $12.4K
|
248
$12.5K
|
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
215+ 10.35% |
$10.7K - $10.8K
|
2.29K
$115K
|
|
|
Feb 07, 2024
Q4 2023
|
ETF Store, Inc.
|
BUY
|
- |
173+ 1.35% |
$8.59K - $8.67K
|
13K
$653K
|
|
|
Jan 10, 2024
Q4 2023
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
171+ 2.96% |
$8.49K - $8.57K
|
5.94K
$299K
|
|
|
Jan 23, 2024
Q4 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
167+ 2.79% |
$8.29K - $8.37K
|
6.16K
$310K
|
|
|
Feb 13, 2024
Q4 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
129+ 0.53% |
$6.4K - $6.46K
|
24.7K
$1.24M
|
|
|
Feb 13, 2024
Q4 2023
|
Natixis
Paris, I0 |
BUY
|
- |
123+ 0.13% |
$6.1K - $6.16K
|
95K
$4.78M
|
|
|
Jan 26, 2024
Q4 2023
|
Sandy Spring Bank
|
BUY
|
- |
116New |
$5.76K - $5.81K
|
116
$5.83K
|
|
|
Feb 08, 2024
Q4 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
105+ 1.65% |
$5.21K - $5.26K
|
6.47K
$325K
|
|
|
Feb 05, 2024
Q4 2023
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
100New |
$4.96K - $5.01K
|
100
$5.03K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
63New |
$3.13K - $3.16K
|
63
$3.17K
|
|
|
Feb 09, 2024
Q4 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
61+ 0.44% |
$3.03K - $3.06K
|
13.9K
$701K
|
|
|
Feb 07, 2024
Q4 2023
|
Jnba Financial Advisors
|
BUY
|
- |
2+ 2.0% |
$99.3 - $100
|
102
$5.13K
|
|
|
Feb 14, 2024
Q4 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
1+ 0.68% |
$49.6 - $50.1
|
148
$7.44K
|
|
|
Feb 14, 2024
Q4 2023
|
Retirement Group, LLC
|
SELL
|
- |
-4- 1.14% |
$199 - $200
|
348
$17.5K
|
|
|
Feb 08, 2024
Q4 2023
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
SELL
|
- |
-7- 0.14% |
$347 - $351
|
5.02K
$252K
|