Purchases and Sales Made in Q4 2024 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 2024. 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 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.11K+ 38.09% |
$55.4K - $55.6K
|
4.01K
$201K
|
|
Jan 08, 2025
Q4 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
1.04K+ 13.04% |
$52.2K - $52.5K
|
9.05K
$453K
|
|
Jan 29, 2025
Q4 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
1.01K+ 0.43% |
$50.7K - $51K
|
235K
$11.8M
|
|
Feb 13, 2025
Q4 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
1K+ 4.45% |
$50K - $50.3K
|
23.5K
$1.17M
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
918+ 19.47% |
$45.9K - $46.1K
|
5.63K
$282K
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
862+ 5.92% |
$43.1K - $43.3K
|
15.4K
$772K
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
823+ 5.13% |
$41.2K - $41.4K
|
16.9K
$844K
|
|
Feb 10, 2025
Q4 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
784New |
$39.2K - $39.4K
|
784
$39.3K
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
729+ 12.68% |
$36.5K - $36.6K
|
6.48K
$324K
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
705New |
$35.3K - $35.4K
|
705
$35.3K
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
696+ 23.75% |
$34.8K - $35K
|
3.63K
$182K
|
|
Feb 14, 2025
Q4 2024
|
Eight 31 Financial LLC
Midland, TX |
BUY
|
- |
569+ 2.73% |
$28.5K - $28.6K
|
21.4K
$1.07M
|
|
Feb 10, 2025
Q4 2024
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
545+ 4.51% |
$27.3K - $27.4K
|
12.6K
$632K
|
|
Jan 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
488+ 1.5% |
$24.4K - $24.5K
|
33K
$1.65M
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
469+ 9.97% |
$23.5K - $23.6K
|
5.17K
$259K
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
400New |
$20K - $20.1K
|
400
$20K
|
|
Feb 14, 2025
Q4 2024
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
388New |
$19.4K - $19.5K
|
388
$19.4K
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
357+ 8.44% |
$17.9K - $17.9K
|
4.59K
$230K
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
350+ 8.54% |
$17.5K - $17.6K
|
4.45K
$223K
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
332New |
$16.6K - $16.7K
|
332
$16.6K
|
|
Feb 13, 2025
Q4 2024
|
Redwood Financial Network Corp
|
BUY
|
- |
273+ 3.03% |
$13.7K - $13.7K
|
9.28K
$464K
|
|
Feb 11, 2025
Q4 2024
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
263+ 2.54% |
$13.2K - $13.2K
|
10.6K
$532K
|
|
Jan 24, 2025
Q4 2024
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
227+ 1.68% |
$11.4K - $11.4K
|
13.7K
$688K
|
|
Jan 23, 2025
Q4 2024
|
4 J Wealth Management LLC
|
BUY
|
- |
200+ 2.25% |
$10K - $10.1K
|
9.08K
$455K
|
|
Feb 10, 2025
Q4 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
179+ 1.05% |
$8.95K - $9K
|
17.3K
$864K
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
163New |
$8.15K - $8.19K
|
163
$8.16K
|
|
Feb 10, 2025
Q4 2024
|
ETF Store, Inc.
|
BUY
|
- |
153+ 0.78% |
$7.65K - $7.69K
|
19.7K
$984K
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
145New |
$7.25K - $7.29K
|
145
$7.26K
|
|
Jan 30, 2025
Q4 2024
|
First Merchants Corp
|
BUY
|
- |
119+ 0.03% |
$5.95K - $5.98K
|
394K
$19.7M
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
108New |
$5.4K - $5.43K
|
108
$5.41K
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
106New |
$5.3K - $5.33K
|
106
$5.31K
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
96+ 1.41% |
$4.8K - $4.83K
|
6.9K
$345K
|
|
Feb 04, 2025
Q4 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
89+ 3.55% |
$4.45K - $4.47K
|
2.6K
$130K
|
|
Jan 15, 2025
Q4 2024
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
88+ 0.99% |
$4.4K - $4.42K
|
8.94K
$448K
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
75+ 0.46% |
$3.75K - $3.77K
|
16.3K
$816K
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
59+ 0.46% |
$2.95K - $2.97K
|
12.9K
$647K
|
|
Feb 14, 2025
Q4 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
51+ 0.37% |
$2.55K - $2.56K
|
14K
$700K
|
|
Feb 13, 2025
Q4 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
32+ 0.49% |
$1.6K - $1.61K
|
6.6K
$331K
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
14+ 6.6% |
$700 - $704
|
226
$11.3K
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
7+ 0.16% |
$350 - $352
|
4.5K
$225K
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
5+ 1.55% |
$250 - $251
|
327
$16.4K
|
|
Jan 22, 2025
Q4 2024
|
Astor Investment Management LLC
|
BUY
|
- |
5+ 13.51% |
$250 - $251
|
42
$2.1K
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
3+ 0.01% |
$150 - $151
|
48.1K
$2.41M
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
2+ 0.11% |
$100 - $101
|
1.76K
$88.3K
|
|
Jan 30, 2025
Q4 2024
|
Jnba Financial Advisors
|
BUY
|
- |
1+ 0.73% |
$50 - $50.3
|
138
$6.91K
|
|
Feb 12, 2025
Q4 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-24- 0.57% |
$1.2K - $1.21K
|
4.19K
$210K
|
|
Feb 05, 2025
Q4 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-47- 14.92% |
$2.35K - $2.36K
|
268
$13.4K
|
|
Jan 22, 2025
Q4 2024
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-124- 50.0% |
$6.2K - $6.23K
|
124
$6.21K
|
|
Feb 12, 2025
Q4 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-142- 0.23% |
$7.1K - $7.14K
|
62.2K
$3.11M
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
SELL
|
- |
-161- 4.65% |
$8.05K - $8.09K
|
3.3K
$165K
|