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 04, 2023
Q2 2023
|
Lincoln National Corp
|
SELL
|
- |
-338- 4.77% |
$15.6K - $16.1K
|
6.75K
$312K
|
|
|
Aug 15, 2023
Q2 2023
|
Retirement Group, LLC
|
SELL
|
- |
-426- 25.46% |
$19.6K - $20.3K
|
1.25K
$57.7K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-456- 2.52% |
$21K - $21.7K
|
17.6K
$815K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-587- 0.68% |
$27K - $28K
|
85.2K
$3.94M
|
|
|
Jul 12, 2023
Q2 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-665- 6.01% |
$30.6K - $31.7K
|
10.4K
$481K
|
|
|
Aug 14, 2023
Q2 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-898- 3.56% |
$41.3K - $42.8K
|
24.3K
$1.12M
|
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-952- 75.98% |
$43.8K - $45.4K
|
301
$13.9K
|
|
|
Aug 03, 2023
Q2 2023
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
SELL
|
- |
-987- 17.95% |
$45.4K - $47K
|
4.51K
$209K
|
|
|
Aug 08, 2023
Q2 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-1.37K- 10.01% |
$63.1K - $65.4K
|
12.3K
$571K
|
|
|
Aug 08, 2023
Q2 2023
|
North Landing Financial Partners, LLC
Rochester, NY |
SELL
|
- |
-1.44K- 22.85% |
$66.3K - $68.7K
|
4.87K
$225K
|
|
|
Aug 15, 2023
Q2 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-1.59K- 17.47% |
$73K - $75.6K
|
7.49K
$346K
|
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-1.65K- 9.33% |
$75.8K - $78.5K
|
16K
$740K
|
|
|
Aug 10, 2023
Q2 2023
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-1.74K- 0.99% |
$80.2K - $83.1K
|
174K
$8.04M
|
|
|
Aug 11, 2023
Q2 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-1.91K- 23.46% |
$87.8K - $90.9K
|
6.23K
$288K
|
|
|
Jul 18, 2023
Q2 2023
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-1.92K- 8.82% |
$88.2K - $91.3K
|
19.8K
$916K
|
|
|
Jul 12, 2023
Q2 2023
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-2.66K- 27.03% |
$122K - $127K
|
7.18K
$332K
|
|
|
Aug 14, 2023
Q2 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-3.16K- 6.13% |
$145K - $151K
|
48.4K
$2.24M
|
|
|
Jul 21, 2023
Q2 2023
|
Treasure Coast Financial Planning
|
SELL
|
- |
-4.92K- 19.78% |
$226K - $235K
|
20K
$923K
|
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-5.46K- 53.04% |
$251K - $260K
|
4.83K
$223K
|
|
|
Aug 10, 2023
Q2 2023
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-5.76K- 5.74% |
$265K - $274K
|
94.5K
$4.37M
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-7.62K- 14.24% |
$350K - $363K
|
45.9K
$2.12M
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-7.94K- 38.7% |
$365K - $378K
|
12.6K
$582K
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-8.09K- 77.13% |
$372K - $385K
|
2.4K
$111K
|
|
|
Jul 10, 2023
Q2 2023
|
Mechanics Bank Trust Department
|
SELL
|
- |
-8.87K- 5.79% |
$408K - $423K
|
144K
$6.68M
|
|
|
Aug 09, 2023
Q2 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-9.05K- 12.13% |
$416K - $431K
|
65.5K
$3.03M
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-11K- 25.26% |
$506K - $524K
|
32.5K
$1.5M
|
|
|
Aug 09, 2023
Q2 2023
|
Old Mission Capital LLC
|
SELL
|
- |
-11.3K- 48.96% |
$521K - $539K
|
11.8K
$546K
|
|
|
Jul 27, 2023
Q2 2023
|
Rockland Trust CO
|
SELL
|
- |
-13.1K- 8.71% |
$602K - $624K
|
137K
$6.34M
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-15.2K- 2.48% |
$698K - $723K
|
596K
$27.6M
|
|
|
Jul 12, 2023
Q2 2023
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-21.7K- 15.6% |
$999K - $1.03M
|
118K
$5.43M
|
|
|
Aug 11, 2023
Q2 2023
|
Insight Wealth Partners, LLC
|
SELL
|
- |
-31.2K- 31.83% |
$1.43M - $1.48M
|
66.7K
$3.09M
|
|
|
Jul 24, 2023
Q2 2023
|
Retirement Planning Group
|
SELL
|
- |
-41.8K- 37.48% |
$1.93M - $1.99M
|
69.8K
$3.23M
|
|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-93.3K- 34.11% |
$4.29M - $4.45M
|
180K
$8.34M
|
|
|
Jul 31, 2023
Q2 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-103K- 28.84% |
$4.75M - $4.92M
|
255K
$11.8M
|
|
|
Jul 10, 2023
Q2 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-157K- 91.19% |
$7.21M - $7.47M
|
15.1K
$700K
|
|
|
Jul 31, 2023
Q2 2023
|
Money Concepts Capital Corp
|
SELL
|
- |
-315K- 90.41% |
$14.5M - $15M
|
33.4K
$1.54M
|