Purchases and Sales Made in Q2 2024 in Invesco Actively Managed ETF T (GTO)
This table provides information about the institutional ownership of Invesco Actively Managed ETF T (GTO) during Q2 2024. 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 |
---|---|---|---|---|---|---|---|
Jul 09, 2024
Q2 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
5.1K+ 19.88% |
$232K - $239K
|
30.7K
$1.45M
|
|
Jul 18, 2024
Q2 2024
|
North Landing Financial Partners, LLC
Rochester, NY |
BUY
|
- |
4.97KNew |
$226K - $233K
|
4.97K
$234K
|
|
Jul 18, 2024
Q2 2024
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
4.96KNew |
$225K - $233K
|
4.96K
$233K
|
|
Aug 13, 2024
Q2 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
4.85K+ 3.15% |
$220K - $228K
|
159K
$7.46M
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
BUY
|
- |
4.8K+ 2.42% |
$218K - $225K
|
203K
$9.55M
|
|
Aug 06, 2024
Q2 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
4.68K+ 7.94% |
$213K - $220K
|
63.7K
$3M
|
|
Aug 06, 2024
Q2 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
4.62KNew |
$210K - $217K
|
4.62K
$217K
|
|
Aug 14, 2024
Q2 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
4.2K+ 80.16% |
$191K - $197K
|
9.44K
$444K
|
|
Jul 02, 2024
Q2 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
3.84K+ 8.1% |
$174K - $180K
|
51.2K
$2.41M
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
3.69K+ 9.88% |
$168K - $173K
|
41K
$1.93M
|
|
Jul 30, 2024
Q2 2024
|
Acima Private Wealth, LLC
Richmond, VA |
BUY
|
- |
3.29K+ 1.34% |
$149K - $154K
|
249K
$11.7M
|
|
Jul 18, 2024
Q2 2024
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
3.05K+ 40.69% |
$139K - $143K
|
10.5K
$496K
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
3K+ 35.41% |
$136K - $141K
|
11.5K
$539K
|
|
Jul 15, 2024
Q2 2024
|
Financial Designs Corp
Claremont, CA |
BUY
|
- |
2.92K+ 1.97% |
$132K - $137K
|
151K
$7.12M
|
|
Aug 12, 2024
Q2 2024
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
2.7K+ 16.93% |
$122K - $126K
|
18.6K
$876K
|
|
Jul 15, 2024
Q2 2024
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
2.51K+ 4.4% |
$114K - $118K
|
59.6K
$2.8M
|
|
Jul 22, 2024
Q2 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
2.42K+ 0.63% |
$110K - $113K
|
389K
$18.3M
|
|
Jul 15, 2024
Q2 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.99K+ 7.45% |
$90.5K - $93.4K
|
28.7K
$1.35M
|
|
Jul 05, 2024
Q2 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
1.42K+ 11.29% |
$64.3K - $66.5K
|
14K
$657K
|
|
Aug 08, 2024
Q2 2024
|
Kuhn & CO Investment Counsel
Chicago, IL |
BUY
|
- |
1.24K+ 8.82% |
$56.3K - $58.2K
|
15.3K
$720K
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
1.1KNew |
$49.9K - $51.6K
|
1.1K
$51.7K
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
1.03KNew |
$46.8K - $48.4K
|
1.03K
$48.5K
|
|
Nov 12, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
543+ 396.35% |
$24.7K - $25.5K
|
680
$32K
|
|
Aug 09, 2024
Q2 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
385+ 0.67% |
$17.5K - $18.1K
|
57.9K
$2.72M
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
301+ 20.6% |
$13.7K - $14.1K
|
1.76K
$82.9K
|
|
Jul 24, 2024
Q2 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
290+ 21.15% |
$13.2K - $13.6K
|
1.66K
$78.2K
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
275+ 24.04% |
$12.5K - $12.9K
|
1.42K
$66.8K
|
|
Aug 14, 2024
Q2 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
180+ 2.71% |
$8.18K - $8.45K
|
6.83K
$321K
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
178+ 4.72% |
$8.09K - $8.35K
|
3.95K
$186K
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
137New |
$6.22K - $6.43K
|
137
$6.45K
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
67New |
$3.04K - $3.14K
|
67
$3.15K
|
|
Aug 13, 2024
Q2 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
58+ 0.03% |
$2.63K - $2.72K
|
202K
$9.5M
|
|
Jul 15, 2024
Q2 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
44+ 1.21% |
$2K - $2.06K
|
3.69K
$174K
|
|
Jul 29, 2024
Q2 2024
|
Key F Inancial Inc
|
BUY
|
- |
9+ 0.39% |
$409 - $422
|
2.33K
$110K
|
|
Aug 12, 2024
Q2 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
1+ 0.64% |
$45.4 - $46.9
|
157
$7.39K
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
1+ 4.35% |
$45.4 - $46.9
|
24
$1.13K
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-14- 6.9% |
$636 - $657
|
189
$8.9K
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-16- 0.32% |
$727 - $751
|
4.91K
$231K
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-38- 54.29% |
$1.73K - $1.78K
|
32
$1.51K
|
|
Jul 31, 2024
Q2 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-70- 0.95% |
$3.18K - $3.29K
|
7.29K
$343K
|
|
Aug 13, 2024
Q2 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-76- 1.46% |
$3.45K - $3.57K
|
5.12K
$241K
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-79- 6.3% |
$3.59K - $3.71K
|
1.17K
$55.3K
|
|
Aug 13, 2024
Q2 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-81- 0.17% |
$3.68K - $3.8K
|
46.9K
$2.21M
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-87- 3.02% |
$3.95K - $4.08K
|
2.79K
$131K
|
|
Aug 02, 2024
Q2 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-107- 1.53% |
$4.86K - $5.02K
|
6.87K
$323K
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-134- 5.23% |
$6.09K - $6.29K
|
2.43K
$114K
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-242- 0.98% |
$11K - $11.4K
|
24.4K
$1.15M
|
|
Sep 11, 2024
Q2 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-265- 50.0% |
$12K - $12.4K
|
265
$12.5K
|
|
Jul 24, 2024
Q2 2024
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-295- 5.64% |
$13.4K - $13.8K
|
4.93K
$232K
|