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 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-36- 0.3% |
$1.79K - $1.8K
|
11.8K
$594K
|
|
|
Jan 31, 2024
Q4 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-37- 0.31% |
$1.84K - $1.85K
|
11.8K
$595K
|
|
|
Jan 25, 2024
Q4 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-44- 0.9% |
$2.18K - $2.2K
|
4.82K
$242K
|
|
|
Feb 06, 2024
Q4 2023
|
Bogart Wealth, LLC
|
SELL
|
- |
-92- 2.01% |
$4.57K - $4.61K
|
4.48K
$225K
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-135- 0.9% |
$6.7K - $6.76K
|
14.9K
$748K
|
|
|
Feb 05, 2024
Q4 2023
|
Pitti Group Wealth Management, LLC
|
SELL
|
- |
-234- 2.0% |
$11.6K - $11.7K
|
11.5K
$578K
|
|
|
Jan 12, 2024
Q4 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-239- 7.57% |
$11.9K - $12K
|
2.92K
$147K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-284- 1.57% |
$14.1K - $14.2K
|
17.8K
$896K
|
|
|
Jan 22, 2024
Q4 2023
|
Parsons Capital Management Inc
|
SELL
|
- |
-300- 3.95% |
$14.9K - $15K
|
7.29K
$366K
|
|
|
Feb 13, 2024
Q4 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-345- 1.3% |
$17.1K - $17.3K
|
26.2K
$1.32M
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-360- 0.98% |
$17.9K - $18K
|
36.5K
$1.84M
|
|
|
Jan 12, 2024
Q4 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
SELL
|
- |
-393- 2.72% |
$19.5K - $19.7K
|
14K
$705K
|
|
|
Feb 08, 2024
Q4 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-469- 7.14% |
$23.3K - $23.5K
|
6.1K
$307K
|
|
|
Feb 12, 2024
Q4 2023
|
Warwick Investment Management, Inc.
|
SELL
|
- |
-651- 2.32% |
$32.3K - $32.6K
|
27.4K
$1.37M
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-653- 8.96% |
$32.4K - $32.7K
|
6.64K
$334K
|
|
|
Jan 26, 2024
Q4 2023
|
Seelaus Asset Management LLC
|
SELL
|
- |
-784- 7.87% |
$38.9K - $39.3K
|
9.18K
$461K
|
|
|
Feb 06, 2024
Q4 2023
|
Petix & Botte CO
|
SELL
|
- |
-842- 3.33% |
$41.8K - $42.2K
|
24.4K
$1.23M
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-906- 25.79% |
$45K - $45.4K
|
2.61K
$131K
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-930- 4.81% |
$46.2K - $46.6K
|
18.4K
$925K
|
|
|
Feb 07, 2024
Q4 2023
|
Strategic Advocates LLC
Logan, UT |
SELL
|
- |
-1.07K- 9.28% |
$53.1K - $53.6K
|
10.5K
$526K
|
|
|
Jan 29, 2024
Q4 2023
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-1.1K- 8.03% |
$54.6K - $55.1K
|
12.6K
$633K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.18K- 13.67% |
$58.5K - $59.1K
|
7.44K
$374K
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.2K- 0.49% |
$59.4K - $59.9K
|
242K
$12.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.28K- 3.29% |
$63.3K - $63.9K
|
37.5K
$1.89M
|
|
|
Jan 25, 2024
Q4 2023
|
Financial & Tax Architects, LLC
St Louis, MO |
SELL
|
- |
-1.34K- 7.8% |
$66.6K - $67.2K
|
15.9K
$797K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-1.36K- 10.21% |
$67.4K - $68.1K
|
12K
$601K
|
|
|
Jan 30, 2024
Q4 2023
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-1.38K- 5.67% |
$68.4K - $69.1K
|
22.9K
$1.15M
|
|
|
Jan 10, 2024
Q4 2023
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-1.57K- 3.04% |
$77.8K - $78.6K
|
50K
$2.51M
|
|
|
Feb 13, 2025
Q4 2023
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-1.58K- 6.7% |
$78.2K - $78.9K
|
21.9K
$1.1M
|
|
|
Feb 02, 2024
Q4 2023
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-1.8K- 10.74% |
$89.1K - $89.9K
|
14.9K
$750K
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.99K- 16.24% |
$98.6K - $99.5K
|
10.2K
$515K
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-2.16K- 17.87% |
$107K - $108K
|
9.94K
$500K
|
|
|
Jan 30, 2024
Q4 2023
|
Duncker Streett & CO Inc
|
SELL
|
- |
-2.3K- 2.87% |
$114K - $115K
|
77.6K
$3.9M
|
|
|
Jan 17, 2024
Q4 2023
|
Ifg Advisory, LLC
|
SELL
|
- |
-2.39K- 10.2% |
$118K - $119K
|
21K
$1.06M
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
SELL
|
- |
-2.4K- 56.54% |
$119K - $120K
|
1.85K
$92.9K
|
|
|
Jan 10, 2024
Q4 2023
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-2.43K- 28.68% |
$121K - $122K
|
6.05K
$304K
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-2.6K- 13.2% |
$129K - $130K
|
17.1K
$858K
|
|
|
Jan 22, 2024
Q4 2023
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-2.84K- 2.12% |
$141K - $142K
|
131K
$6.6M
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-2.87K- 13.03% |
$142K - $144K
|
19.1K
$962K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-2.87K- 18.42% |
$142K - $144K
|
12.7K
$639K
|
|
|
Jan 31, 2024
Q4 2023
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-3.54K- 0.84% |
$176K - $177K
|
420K
$21.1M
|
|
|
Feb 08, 2024
Q4 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-4.12K- 20.79% |
$204K - $206K
|
15.7K
$789K
|
|
|
Jan 18, 2024
Q4 2023
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-4.2K- 1.33% |
$208K - $210K
|
311K
$15.6M
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-4.23K- 4.9% |
$210K - $212K
|
82.1K
$4.13M
|
|
|
Feb 08, 2024
Q4 2023
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-4.73K- 10.81% |
$235K - $237K
|
39.1K
$1.96M
|
|
|
Feb 01, 2024
Q4 2023
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-4.98K- 49.37% |
$247K - $249K
|
5.11K
$257K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-5.15K- 8.62% |
$256K - $258K
|
54.6K
$2.74M
|
|
|
Feb 01, 2024
Q4 2023
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-5.71K- 18.19% |
$283K - $286K
|
25.7K
$1.29M
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-6.9K- 20.74% |
$342K - $345K
|
26.4K
$1.32M
|
|
|
Jan 24, 2024
Q4 2023
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-8.3K- 15.98% |
$412K - $416K
|
43.7K
$2.2M
|