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 12, 2023
Q1 2023
|
Insight Wealth Partners, LLC
|
BUY
|
- |
1.57K+ 1.63% |
$73.1K - $76.3K
|
97.9K
$4.58M
|
|
May 09, 2023
Q1 2023
|
Wedbush Securities Inc
|
BUY
|
- |
1.55K+ 23.61% |
$72K - $75.2K
|
8.09K
$379K
|
|
Apr 11, 2023
Q1 2023
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
1.45K+ 8.8% |
$67.4K - $70.4K
|
17.9K
$837K
|
|
Apr 03, 2023
Q1 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
1.3K+ 15.19% |
$60.5K - $63.2K
|
9.84K
$461K
|
|
May 03, 2023
Q1 2023
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
1.23K+ 1.54% |
$57.4K - $59.9K
|
81.1K
$3.8M
|
|
Apr 17, 2023
Q1 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
1.09K+ 24.75% |
$50.7K - $52.9K
|
5.48K
$256K
|
|
Apr 24, 2023
Q1 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
1.01K+ 2.11% |
$47K - $49.1K
|
48.8K
$2.28M
|
|
Apr 13, 2023
Q1 2023
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
950+ 17.91% |
$44.3K - $46.2K
|
6.26K
$293K
|
|
May 12, 2023
Q1 2023
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
767+ 0.38% |
$35.7K - $37.3K
|
201K
$9.4M
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
666+ 2.71% |
$31K - $32.4K
|
25.2K
$1.18M
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
317+ 1.83% |
$14.8K - $15.4K
|
17.7K
$827K
|
|
May 03, 2023
Q1 2023
|
Intergy Private Wealth, LLC
|
BUY
|
- |
297+ 4.65% |
$13.8K - $14.5K
|
6.68K
$313K
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
215New |
$10K - $10.5K
|
215
$10.1K
|
|
May 09, 2023
Q1 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
98+ 0.42% |
$4.57K - $4.77K
|
23.3K
$1.09M
|
|
May 11, 2023
Q1 2023
|
Destiny Capital Corp/Co
Golden, CO |
BUY
|
- |
86+ 0.09% |
$4.01K - $4.18K
|
93.9K
$4.39M
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
BUY
|
- |
71+ 1.01% |
$3.31K - $3.45K
|
7.08K
$332K
|
|
Apr 27, 2023
Q1 2023
|
North Landing Financial Partners, LLC
Rochester, NY |
BUY
|
- |
58+ 0.93% |
$2.7K - $2.82K
|
6.31K
$295K
|
|
Apr 25, 2023
Q1 2023
|
Psi Advisors, LLC
|
BUY
|
- |
40New |
$1.86K - $1.95K
|
40
$1.87K
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
BUY
|
- |
30New |
$1.4K - $1.46K
|
30
$1.4K
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
25New |
$1.17K - $1.22K
|
25
$1.17K
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Apr 03, 2023
Q1 2023
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 15, 2023
Q1 2023
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-5- 27.78% |
$233 - $243
|
13
$609
|
|
Apr 14, 2023
Q1 2023
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-17- 4.43% |
$792 - $827
|
367
$17.2K
|
|
May 02, 2023
Q1 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-27- 0.14% |
$1.26K - $1.31K
|
19.8K
$926K
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-92- 78.63% |
$4.29K - $4.48K
|
25
$1.17K
|
|
May 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-155- 3.39% |
$7.22K - $7.54K
|
4.42K
$207K
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-165Closed |
$7.69K - $8.03K
|
0
$0
|
|
May 04, 2023
Q1 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-212- 3.7% |
$9.88K - $10.3K
|
5.52K
$258K
|
|
May 08, 2023
Q1 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-272- 3.88% |
$12.7K - $13.2K
|
6.74K
$315K
|
|
May 04, 2023
Q1 2023
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-278- 0.45% |
$13K - $13.5K
|
62.1K
$2.91M
|
|
May 12, 2023
Q1 2023
|
Retirement Group, LLC
|
SELL
|
- |
-287- 14.64% |
$13.4K - $14K
|
1.67K
$78.3K
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-299- 0.58% |
$13.9K - $14.5K
|
50.9K
$2.38M
|
|
Apr 26, 2023
Q1 2023
|
Ifg Advisory, LLC
|
SELL
|
- |
-349- 0.25% |
$16.3K - $17K
|
138K
$6.47M
|
|
Apr 26, 2023
Q1 2023
|
Paragon Wealth Strategies, LLC
|
SELL
|
- |
-475- 6.35% |
$22.1K - $23.1K
|
7K
$328K
|
|
May 15, 2023
Q1 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-489- 9.47% |
$22.8K - $23.8K
|
4.67K
$219K
|
|
Apr 18, 2023
Q1 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-525- 31.34% |
$24.5K - $25.5K
|
1.15K
$53.8K
|
|
May 10, 2023
Q1 2023
|
Citizens Financial Group Inc
|
SELL
|
- |
-627- 3.31% |
$29.2K - $30.5K
|
18.3K
$858K
|
|
May 05, 2023
Q1 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-661- 3.52% |
$30.8K - $32.2K
|
18.1K
$849K
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-963- 9.59% |
$44.9K - $46.9K
|
9.08K
$425K
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
SELL
|
- |
-1.38K- 20.57% |
$64.3K - $67.2K
|
5.33K
$249K
|
|
May 15, 2023
Q1 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.6K- 2.1% |
$74.6K - $77.9K
|
74.6K
$3.49M
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.63K- 13.67% |
$75.9K - $79.3K
|
10.3K
$482K
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.79K- 14.61% |
$83.6K - $87.3K
|
10.5K
$491K
|
|
May 12, 2023
Q1 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-1.9K- 18.93% |
$88.5K - $92.4K
|
8.13K
$381K
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.9K- 5.69% |
$88.7K - $92.6K
|
31.6K
$1.48M
|
|
May 05, 2023
Q1 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-1.9K- 59.5% |
$88.7K - $92.6K
|
1.3K
$60.7K
|
|
May 15, 2023
Q1 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-2.07K- 7.65% |
$96.5K - $101K
|
25K
$1.17M
|
|
Apr 25, 2023
Q1 2023
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-2.63K- 2.55% |
$122K - $128K
|
100K
$4.69M
|
|
May 02, 2023
Q1 2023
|
Leo Brokerage, LLC
|
SELL
|
- |
-2.73K- 29.83% |
$127K - $133K
|
6.41K
$300K
|