Purchases and Sales Made in Q3 2023 in Invesco Actively Managed ETF T (GTO)
This table provides information about the institutional ownership of Invesco Actively Managed ETF T (GTO) during Q3 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 |
---|---|---|---|---|---|---|---|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
323K+ 9.27% |
$14.4M - $15.1M
|
3.81M
$177M
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
314K+ 91.1% |
$14M - $14.7M
|
658K
$30.5M
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
213K+ 17.0% |
$9.48M - $9.97M
|
1.47M
$68M
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
180K+ 3902.24% |
$8M - $8.41M
|
184K
$8.55M
|
|
Nov 15, 2023
Q3 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
166K+ 983.18% |
$7.41M - $7.79M
|
183K
$8.51M
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
134K+ 85.81% |
$5.96M - $6.27M
|
290K
$13.5M
|
|
Oct 27, 2023
Q3 2023
|
Brio Consultants, LLC
|
BUY
|
- |
104K+ 16.79% |
$4.62M - $4.85M
|
721K
$33.4M
|
|
Nov 01, 2023
Q3 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
97.9K+ 38.46% |
$4.36M - $4.59M
|
353K
$16.4M
|
|
Nov 13, 2023
Q3 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
97.5K+ 20.21% |
$4.34M - $4.56M
|
580K
$26.9M
|
|
Nov 13, 2023
Q3 2023
|
Destiny Capital Securities Corporation
Golden, CO |
BUY
|
- |
92.8KNew |
$4.13M - $4.34M
|
92.8K
$4.31M
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
67.9K+ 1010.18% |
$3.02M - $3.18M
|
74.6K
$3.46M
|
|
Oct 10, 2023
Q3 2023
|
Howard Financial Services, Ltd.
|
BUY
|
- |
67.2K+ 57.2% |
$2.99M - $3.15M
|
185K
$8.57M
|
|
Nov 13, 2023
Q3 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
47.1K+ 23.14% |
$2.1M - $2.21M
|
251K
$11.6M
|
|
Oct 11, 2023
Q3 2023
|
Goodman Advisory Group, LLC
|
BUY
|
- |
41.8KNew |
$1.86M - $1.96M
|
41.8K
$1.94M
|
|
Oct 10, 2023
Q3 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
39.6K+ 32.31% |
$1.77M - $1.86M
|
162K
$7.53M
|
|
Oct 19, 2023
Q3 2023
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
31.2K+ 4.52% |
$1.39M - $1.46M
|
723K
$33.5M
|
|
Nov 14, 2023
Q3 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
30.8K+ 571.19% |
$1.37M - $1.44M
|
36.2K
$1.68M
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
26.7K+ 64.59% |
$1.19M - $1.25M
|
68.2K
$3.16M
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
25.8KNew |
$1.15M - $1.21M
|
25.8K
$1.2M
|
|
Oct 31, 2023
Q3 2023
|
Cook Wealth Management Group LLC
Raleigh, NC |
BUY
|
- |
22.4K+ 244.63% |
$996K - $1.05M
|
31.5K
$1.46M
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
22.1K+ 15.55% |
$983K - $1.03M
|
164K
$7.61M
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
21KNew |
$937K - $985K
|
21K
$976K
|
|
Oct 24, 2023
Q3 2023
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
17.6K+ 21.24% |
$783K - $823K
|
100K
$4.66M
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
17.4KNew |
$773K - $813K
|
17.4K
$805K
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
14.2K+ 3.6% |
$631K - $663K
|
408K
$18.9M
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
13.5K+ 61.33% |
$603K - $634K
|
35.6K
$1.65M
|
|
Oct 24, 2023
Q3 2023
|
Iag Wealth Partners, LLC
|
BUY
|
- |
12.4K+ 13.14% |
$553K - $581K
|
107K
$4.96M
|
|
Oct 13, 2023
Q3 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
11.3KNew |
$502K - $528K
|
11.3K
$523K
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
BUY
|
- |
9.66K+ 1.67% |
$430K - $452K
|
589K
$27.3M
|
|
Jan 15, 2025
Q3 2023
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
9.44K+ 4.11% |
$420K - $442K
|
239K
$11.1M
|
|
Oct 24, 2023
Q3 2023
|
Advisor Resource Council
|
BUY
|
- |
8.98K+ 73.12% |
$400K - $420K
|
21.3K
$986K
|
|
Oct 16, 2023
Q3 2023
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
8.63K+ 13.67% |
$385K - $404K
|
71.8K
$3.33M
|
|
Nov 06, 2023
Q3 2023
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
8.29K+ 11.89% |
$369K - $388K
|
78K
$3.62M
|
|
Nov 14, 2023
Q3 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
7.88K+ 5.35% |
$351K - $369K
|
155K
$7.21M
|
|
Oct 19, 2023
Q3 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
7.75K+ 8.86% |
$345K - $363K
|
95.3K
$4.42M
|
|
Jul 22, 2024
Q3 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
7.25K+ 1.97% |
$323K - $340K
|
376K
$17.5M
|
|
Oct 19, 2023
Q3 2023
|
Alta Wealth Advisors LLC
|
BUY
|
- |
6.43K+ 9.46% |
$287K - $301K
|
74.4K
$3.45M
|
|
Nov 06, 2023
Q3 2023
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
6.34KNew |
$282K - $297K
|
6.34K
$294K
|
|
Oct 25, 2023
Q3 2023
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
5.8K+ 4.43% |
$259K - $272K
|
137K
$6.35M
|
|
Oct 24, 2023
Q3 2023
|
Beacon Financial Planning, Inc
Hyannis, MA |
BUY
|
- |
5.22K+ 1.98% |
$233K - $244K
|
269K
$12.5M
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
5.19K+ 41.21% |
$231K - $243K
|
17.8K
$825K
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
5.18K+ 13.7% |
$231K - $242K
|
43K
$1.99M
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
4.24K+ 7.1% |
$189K - $198K
|
63.9K
$2.97M
|
|
Oct 10, 2023
Q3 2023
|
Marcum Wealth, LLC
|
BUY
|
- |
3.77K+ 11.02% |
$168K - $176K
|
38K
$1.76M
|
|
Nov 06, 2023
Q3 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
3.3K+ 26.72% |
$147K - $154K
|
15.6K
$726K
|
|
Nov 03, 2023
Q3 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
3.28KNew |
$146K - $153K
|
3.28K
$152K
|
|
Nov 14, 2023
Q3 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
2.91K+ 5.94% |
$130K - $136K
|
51.9K
$2.41M
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.9K+ 10.92% |
$129K - $136K
|
29.5K
$1.37M
|
|
Oct 26, 2023
Q3 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
2.83K+ 13.46% |
$126K - $132K
|
23.8K
$1.11M
|
|
Oct 13, 2023
Q3 2023
|
Cooper Financial Group
|
BUY
|
- |
2.34K+ 5.38% |
$104K - $110K
|
45.9K
$2.13M
|