Purchases and Sales Made in Q1 2023 in Invesco Actively Managed ETF T (GTO)
This table provides information about the institutional ownership of Invesco Actively Managed ETF T (GTO) during Q1 2023. The information is specifically focused on institutions that hold shares of INVESCO ACTIVELY MANAGED ETF T.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
626K+ 37.89% |
$29.2M - $30.5M
|
2.28M
$106M
|
|
May 15, 2023
Q1 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
510KNew |
$23.8M - $24.8M
|
510K
$23.7M
|
|
May 01, 2023
Q1 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
346K+ 13969.08% |
$16.1M - $16.8M
|
348K
$16.2M
|
|
Apr 18, 2023
Q1 2023
|
Brookstone Capital Management
|
BUY
|
- |
314K+ 529.52% |
$14.6M - $15.3M
|
373K
$17.4M
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
274KNew |
$12.8M - $13.3M
|
274K
$12.7M
|
|
Jan 15, 2025
Q1 2023
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
207KNew |
$9.67M - $10.1M
|
207K
$9.66M
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
164K+ 18.08% |
$7.66M - $7.99M
|
1.07M
$50M
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
119K+ 12.56% |
$5.56M - $5.81M
|
1.07M
$49.8M
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
118KNew |
$5.51M - $5.75M
|
118K
$5.5M
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
113K+ 441.47% |
$5.27M - $5.5M
|
139K
$6.45M
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
112K+ 25.7% |
$5.23M - $5.46M
|
549K
$25.6M
|
|
Apr 27, 2023
Q1 2023
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
57.8KNew |
$2.69M - $2.81M
|
57.8K
$2.69M
|
|
Apr 10, 2023
Q1 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
38.7K+ 134.24% |
$1.8M - $1.88M
|
67.5K
$3.14M
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
37.7K+ 12.93% |
$1.76M - $1.84M
|
330K
$15.3M
|
|
May 12, 2023
Q1 2023
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
34.7K+ 74.85% |
$1.62M - $1.69M
|
81K
$3.77M
|
|
May 15, 2023
Q1 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
33.5K+ 35.28% |
$1.56M - $1.63M
|
129K
$5.99M
|
|
May 04, 2023
Q1 2023
|
Brio Consultants, LLC
|
BUY
|
- |
29.7K+ 5.4% |
$1.38M - $1.45M
|
580K
$27M
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
24.7KNew |
$1.15M - $1.2M
|
24.7K
$1.15M
|
|
Apr 05, 2023
Q1 2023
|
Howard Financial Services, Ltd.
|
BUY
|
- |
24.4K+ 21.26% |
$1.14M - $1.19M
|
139K
$6.48M
|
|
Apr 18, 2023
Q1 2023
|
Hedeker Wealth, LLC
|
BUY
|
- |
23.7K+ 152.05% |
$1.1M - $1.15M
|
39.2K
$1.83M
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
21.3K+ 3.61% |
$993K - $1.04M
|
612K
$28.5M
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
19.6K+ 19.84% |
$913K - $953K
|
118K
$5.51M
|
|
Apr 26, 2024
Q1 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
18.6K+ 1154.57% |
$866K - $904K
|
20.2K
$940K
|
|
May 09, 2023
Q1 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
17.3K+ 5.07% |
$805K - $841K
|
358K
$16.7M
|
|
Apr 20, 2023
Q1 2023
|
Pfg Advisors
|
BUY
|
- |
17.1K+ 184.51% |
$796K - $831K
|
26.3K
$1.23M
|
|
May 12, 2023
Q1 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
16.4KNew |
$764K - $798K
|
16.4K
$764K
|
|
Apr 18, 2023
Q1 2023
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
14.8K+ 2.24% |
$690K - $720K
|
675K
$31.4M
|
|
May 04, 2023
Q1 2023
|
Beacon Financial Planning, Inc
Hyannis, MA |
BUY
|
- |
14.3K+ 5.89% |
$667K - $696K
|
257K
$12M
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
11.5K+ 3.49% |
$536K - $560K
|
341K
$15.9M
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
10.8K+ 111.02% |
$503K - $525K
|
20.5K
$956K
|
|
May 10, 2023
Q1 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
9.65K+ 21.77% |
$450K - $469K
|
54K
$2.51M
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
8.22K+ 53.03% |
$383K - $400K
|
23.7K
$1.1M
|
|
Apr 21, 2023
Q1 2023
|
Alta Wealth Advisors LLC
|
BUY
|
- |
6.46K+ 12.6% |
$301K - $314K
|
57.7K
$2.69M
|
|
Apr 13, 2023
Q1 2023
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
6.41K+ 6.01% |
$299K - $312K
|
113K
$5.26M
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
6.29K+ 15.33% |
$293K - $306K
|
47.3K
$2.2M
|
|
May 12, 2023
Q1 2023
|
Old Mission Capital LLC
|
BUY
|
- |
6K+ 35.02% |
$280K - $292K
|
23.1K
$1.08M
|
|
Apr 26, 2023
Q1 2023
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
5.5KNew |
$256K - $268K
|
5.5K
$256K
|
|
May 05, 2023
Q1 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
5.45K+ 7.71% |
$254K - $265K
|
76.1K
$3.54M
|
|
May 04, 2023
Q1 2023
|
Cook Wealth Management Group LLC
Raleigh, NC |
BUY
|
- |
5.07KNew |
$236K - $247K
|
5.07K
$236K
|
|
Apr 19, 2023
Q1 2023
|
Marcum Wealth, LLC
|
BUY
|
- |
4.95K+ 21.55% |
$231K - $241K
|
27.9K
$1.3M
|
|
Apr 25, 2023
Q1 2023
|
Advisor Resource Council
|
BUY
|
- |
4.64KNew |
$216K - $226K
|
4.64K
$216K
|
|
May 15, 2023
Q1 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
4.64KNew |
$216K - $226K
|
4.64K
$216K
|
|
Apr 12, 2023
Q1 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
4.36K+ 6.44% |
$203K - $212K
|
72K
$3.35M
|
|
May 05, 2023
Q1 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
3.43K+ 33.29% |
$160K - $167K
|
13.7K
$639K
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
3.05K+ 16.03% |
$142K - $148K
|
22.1K
$1.03M
|
|
Aug 30, 2023
Q1 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
2.72K+ 33.0% |
$127K - $132K
|
11K
$511K
|
|
May 10, 2023
Q1 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
2.68KNew |
$125K - $130K
|
2.68K
$125K
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
2.49K+ 2.99% |
$116K - $121K
|
85.8K
$3.99M
|
|
May 05, 2023
Q1 2023
|
Assetmark, Inc
|
BUY
|
- |
2.36K+ 165.89% |
$110K - $115K
|
3.78K
$176K
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.59K+ 1.21% |
$73.9K - $77.2K
|
133K
$6.18M
|