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
|
Northwest Capital Management Inc
|
SELL
|
- |
-367- 14.98% |
$16.7K - $17.2K
|
2.08K
$98K
|
|
Jul 16, 2024
Q2 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-473- 0.5% |
$21.5K - $22.2K
|
93.3K
$4.39M
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-502- 7.03% |
$22.8K - $23.6K
|
6.64K
$313K
|
|
Jul 18, 2024
Q2 2024
|
Insight Wealth Partners, LLC
|
SELL
|
- |
-639- 0.76% |
$29K - $30K
|
83.9K
$3.95M
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-640- 2.11% |
$29.1K - $30K
|
29.7K
$1.4M
|
|
Aug 09, 2024
Q2 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-640- 5.65% |
$29.1K - $30K
|
10.7K
$503K
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-656- 1.39% |
$29.8K - $30.8K
|
46.5K
$2.19M
|
|
Jul 22, 2024
Q2 2024
|
Treasure Coast Financial Planning
|
SELL
|
- |
-668- 3.05% |
$30.3K - $31.3K
|
21.2K
$998K
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-719- 25.63% |
$32.7K - $33.7K
|
2.09K
$98.2K
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-952- 97.74% |
$43.2K - $44.7K
|
22
$1.04K
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-957- 39.79% |
$43.5K - $44.9K
|
1.45K
$68.2K
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.03K- 2.03% |
$46.8K - $48.3K
|
49.7K
$2.34M
|
|
Aug 02, 2024
Q2 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-1.21K- 3.87% |
$54.7K - $56.6K
|
30K
$1.41M
|
|
Aug 23, 2024
Q2 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-1.54K- 6.24% |
$69.7K - $72K
|
23.1K
$1.09M
|
|
Jul 11, 2024
Q2 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-1.8K- 15.07% |
$81.5K - $84.2K
|
10.1K
$476K
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1.86K- 1.99% |
$84.5K - $87.3K
|
91.7K
$4.32M
|
|
Jul 31, 2024
Q2 2024
|
Cook Wealth Management Group LLC
Raleigh, NC |
SELL
|
- |
-2.38K- 4.81% |
$108K - $112K
|
47.2K
$2.22M
|
|
Aug 13, 2024
Q2 2024
|
Destiny Capital Corp/Co
Golden, CO |
SELL
|
- |
-2.55K- 3.85% |
$116K - $120K
|
63.5K
$2.99M
|
|
Aug 14, 2024
Q2 2024
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-2.61K- 34.07% |
$118K - $122K
|
5.05K
$238K
|
|
Jul 30, 2024
Q2 2024
|
Mainstay Capital Management LLC
|
SELL
|
- |
-2.83K- 22.0% |
$129K - $133K
|
10K
$472K
|
|
Jul 18, 2024
Q2 2024
|
Beacon Financial Planning, Inc
Hyannis, MA |
SELL
|
- |
-3.1K- 1.16% |
$141K - $145K
|
263K
$12.4M
|
|
Aug 09, 2024
Q2 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-3.26K- 28.95% |
$148K - $153K
|
8.01K
$377K
|
|
Jul 22, 2024
Q2 2024
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-3.29K- 0.44% |
$150K - $154K
|
749K
$35.2M
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-3.3K- 21.81% |
$150K - $155K
|
11.8K
$556K
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-3.46K- 15.53% |
$157K - $162K
|
18.8K
$887K
|
|
Aug 06, 2024
Q2 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-3.53K- 33.64% |
$161K - $166K
|
6.97K
$328K
|
|
Jul 25, 2024
Q2 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-3.97K- 24.3% |
$180K - $186K
|
12.4K
$582K
|
|
Jul 29, 2024
Q2 2024
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-4.13K- 62.35% |
$187K - $194K
|
2.49K
$117K
|
|
Jul 23, 2024
Q2 2024
|
Rockland Trust CO
|
SELL
|
- |
-4.97K- 45.29% |
$226K - $233K
|
6K
$283K
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-5.04K- 98.34% |
$229K - $236K
|
85
$4K
|
|
Jul 26, 2024
Q2 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-5.21K- 11.63% |
$237K - $245K
|
39.6K
$1.86M
|
|
Jul 17, 2024
Q2 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-13.9K- 45.51% |
$631K - $652K
|
16.6K
$782K
|
|
Jul 23, 2024
Q2 2024
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-15.2K- 1.94% |
$690K - $713K
|
766K
$36M
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-15.9K- 25.57% |
$724K - $748K
|
46.4K
$2.18M
|
|
Jul 12, 2024
Q2 2024
|
Mechanics Bank Trust Department
|
SELL
|
- |
-16.4K- 14.63% |
$747K - $771K
|
95.9K
$4.51M
|
|
Aug 14, 2024
Q2 2024
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-18.2K- 75.36% |
$828K - $856K
|
5.96K
$281K
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-19.1K- 41.91% |
$866K - $895K
|
26.4K
$1.24M
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-21.4K- 3.71% |
$971K - $1M
|
555K
$26.1M
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-22.9K- 42.43% |
$1.04M - $1.08M
|
31.1K
$1.46M
|
|
Aug 01, 2024
Q2 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-30.1K- 7.63% |
$1.37M - $1.41M
|
364K
$17.1M
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-30.3K- 2.19% |
$1.38M - $1.42M
|
1.36M
$63.9M
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-30.3K- 2.19% |
$1.38M - $1.42M
|
1.36M
$63.9M
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-34.4K- 29.4% |
$1.56M - $1.61M
|
82.5K
$3.88M
|
|
Aug 05, 2024
Q2 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-34.9K- 85.36% |
$1.59M - $1.64M
|
5.99K
$282K
|
|
Dec 26, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-48.5K- 45.32% |
$2.2M - $2.27M
|
58.5K
$2.75M
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-49.5K- 41.6% |
$2.25M - $2.32M
|
69.4K
$3.27M
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-50.2K- 29.35% |
$2.28M - $2.36M
|
121K
$5.69M
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-50.8K- 27.87% |
$2.31M - $2.38M
|
131K
$6.19M
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-89.8K- 32.03% |
$4.08M - $4.22M
|
191K
$8.97M
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-98.5K- 3.02% |
$4.47M - $4.62M
|
3.16M
$149M
|