Purchases and Sales Made in Q2 2023 in Invesco Actively Managed ETF T (GTO)
This table provides information about the institutional ownership of Invesco Actively Managed ETF T (GTO) during Q2 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 |
---|---|---|---|---|---|---|---|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.42M+ 225.31% |
$111M - $115M
|
3.49M
$164M
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
923K+ 279.96% |
$42.5M - $44M
|
1.25M
$58.7M
|
|
Aug 10, 2023
Q2 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
482KNew |
$22.2M - $23M
|
482K
$22.6M
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
270K+ 11.84% |
$12.4M - $12.9M
|
2.55M
$120M
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
84.4KNew |
$3.88M - $4.02M
|
84.4K
$3.96M
|
|
Jul 21, 2023
Q2 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
65.4K+ 47.25% |
$3.01M - $3.11M
|
204K
$9.55M
|
|
Aug 03, 2023
Q2 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
55.2K+ 81.83% |
$2.54M - $2.63M
|
123K
$5.75M
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
52.8K+ 15.48% |
$2.43M - $2.52M
|
394K
$18.5M
|
|
Jul 25, 2023
Q2 2023
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
45.3K+ 253.02% |
$2.08M - $2.16M
|
63.2K
$2.96M
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
45K+ 4.21% |
$2.07M - $2.15M
|
1.12M
$52.3M
|
|
Jul 07, 2023
Q2 2023
|
Cooper Financial Group
|
BUY
|
- |
43.5KNew |
$2M - $2.07M
|
43.5K
$2.04M
|
|
Aug 09, 2023
Q2 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
40.9KNew |
$1.88M - $1.95M
|
40.9K
$1.92M
|
|
Aug 09, 2023
Q2 2023
|
Brio Consultants, LLC
|
BUY
|
- |
36.9K+ 6.37% |
$1.7M - $1.76M
|
617K
$28.9M
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
BUY
|
- |
30.1K+ 5.49% |
$1.39M - $1.44M
|
579K
$27.2M
|
|
Jul 26, 2023
Q2 2023
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
25K+ 43.28% |
$1.15M - $1.19M
|
82.8K
$3.88M
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
23.6K+ 19.93% |
$1.08M - $1.12M
|
142K
$6.65M
|
|
Jan 15, 2025
Q2 2023
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
22.4K+ 10.8% |
$1.03M - $1.07M
|
230K
$10.8M
|
|
Jul 14, 2023
Q2 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
21KNew |
$967K - $1M
|
21K
$985K
|
|
Aug 14, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
19KNew |
$874K - $905K
|
19K
$891K
|
|
Aug 14, 2023
Q2 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
18.9K+ 14.69% |
$869K - $900K
|
147K
$6.91M
|
|
Jul 11, 2023
Q2 2023
|
Brookstone Capital Management
|
BUY
|
- |
18.7K+ 5.01% |
$861K - $892K
|
392K
$18.4M
|
|
Jul 14, 2023
Q2 2023
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
18K+ 15.94% |
$829K - $858K
|
131K
$6.14M
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
17.4K+ 12.55% |
$801K - $829K
|
156K
$7.32M
|
|
Jul 13, 2023
Q2 2023
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
16.7K+ 2.48% |
$769K - $797K
|
692K
$32.4M
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
16.7K+ 5.1% |
$768K - $795K
|
344K
$16.1M
|
|
Jul 21, 2023
Q2 2023
|
Hedeker Wealth, LLC
|
BUY
|
- |
16.2K+ 41.22% |
$744K - $770K
|
55.4K
$2.6M
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
14KNew |
$645K - $668K
|
14K
$658K
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
13.1K+ 2.57% |
$603K - $625K
|
523K
$24.5M
|
|
Jul 22, 2024
Q2 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
12.9K+ 3.62% |
$593K - $614K
|
369K
$17.3M
|
|
Jul 18, 2023
Q2 2023
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
11.6KNew |
$534K - $553K
|
11.6K
$545K
|
|
Jul 10, 2023
Q2 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
11.5K+ 15.09% |
$528K - $547K
|
87.6K
$4.11M
|
|
Aug 14, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
10.8K+ 230.31% |
$495K - $513K
|
15.4K
$724K
|
|
Jul 17, 2023
Q2 2023
|
Alta Wealth Advisors LLC
|
BUY
|
- |
10.3K+ 17.89% |
$475K - $492K
|
68K
$3.19M
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
9.84K+ 31.18% |
$453K - $469K
|
41.4K
$1.94M
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
8.76K+ 17.19% |
$403K - $417K
|
59.7K
$2.8M
|
|
Aug 07, 2023
Q2 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
7.97K+ 16.84% |
$366K - $380K
|
55.3K
$2.59M
|
|
Aug 02, 2023
Q2 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
7.93KNew |
$365K - $378K
|
7.93K
$372K
|
|
Jul 13, 2023
Q2 2023
|
Advisor Resource Council
|
BUY
|
- |
7.64K+ 164.65% |
$351K - $364K
|
12.3K
$576K
|
|
Jul 31, 2023
Q2 2023
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
7.58K+ 12.2% |
$349K - $361K
|
69.7K
$3.27M
|
|
Aug 14, 2023
Q2 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
7.06KNew |
$325K - $337K
|
7.06K
$331K
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
6.72KNew |
$309K - $320K
|
6.72K
$315K
|
|
Jul 19, 2023
Q2 2023
|
Beacon Financial Planning, Inc
Hyannis, MA |
BUY
|
- |
6.48K+ 2.52% |
$298K - $309K
|
263K
$12.4M
|
|
Jul 13, 2023
Q2 2023
|
Marcum Wealth, LLC
|
BUY
|
- |
6.27K+ 22.47% |
$289K - $299K
|
34.2K
$1.6M
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
6.06KNew |
$279K - $289K
|
6.06K
$284K
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
5.34K+ 16.46% |
$246K - $255K
|
37.8K
$1.77M
|
|
Aug 24, 2023
Q2 2023
|
Strategy Asset Managers LLC
|
BUY
|
- |
5.23KNew |
$240K - $249K
|
5.23K
$245K
|
|
Jul 21, 2023
Q2 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
4.6KNew |
$212K - $219K
|
4.6K
$216K
|
|
Jul 31, 2023
Q2 2023
|
Cook Wealth Management Group LLC
Raleigh, NC |
BUY
|
- |
4.07K+ 80.38% |
$187K - $194K
|
9.14K
$429K
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
3.68K+ 1.42% |
$169K - $175K
|
262K
$12.3M
|
|
Aug 11, 2023
Q2 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
3.51K+ 14.03% |
$161K - $167K
|
28.5K
$1.34M
|