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 |
---|---|---|---|---|---|---|---|
Oct 27, 2023
Q3 2023
|
Assetmark, Inc
|
BUY
|
- |
2.15K+ 58.86% |
$95.7K - $101K
|
5.8K
$269K
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
2.03KNew |
$90.4K - $95K
|
2.03K
$94.2K
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.93K+ 10.92% |
$85.8K - $90.2K
|
19.6K
$908K
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
1.84KNew |
$82K - $86.2K
|
1.84K
$85.4K
|
|
Oct 10, 2023
Q3 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
1.83K+ 319.51% |
$81.7K - $85.9K
|
2.41K
$112K
|
|
Nov 14, 2023
Q3 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
1.59K+ 2.8% |
$70.8K - $74.4K
|
58.4K
$2.71M
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.45K+ 1.72% |
$64.8K - $68.1K
|
85.9K
$3.99M
|
|
Oct 17, 2023
Q3 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1.39K+ 1.85% |
$61.7K - $64.8K
|
76.1K
$3.53M
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.35KNew |
$60.1K - $63.2K
|
1.35K
$62.7K
|
|
Oct 13, 2023
Q3 2023
|
Pfg Advisors
|
BUY
|
- |
1.22K+ 4.22% |
$54.2K - $56.9K
|
30K
$1.39M
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
BUY
|
- |
1.19K+ 17.7% |
$53.2K - $55.9K
|
7.94K
$368K
|
|
Oct 16, 2023
Q3 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.14K+ 4.83% |
$50.8K - $53.4K
|
24.8K
$1.15M
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.14K+ 23.51% |
$50.6K - $53.2K
|
5.97K
$277K
|
|
Nov 07, 2023
Q3 2023
|
Hedeker Wealth, LLC
|
BUY
|
- |
1.12K+ 2.02% |
$49.9K - $52.4K
|
56.5K
$2.62M
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
952+ 316.28% |
$42.4K - $44.6K
|
1.25K
$58.2K
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
952+ 316.28% |
$42.4K - $44.6K
|
1.25K
$58.2K
|
|
Nov 13, 2023
Q3 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
457+ 6.47% |
$20.4K - $21.4K
|
7.52K
$349K
|
|
Oct 30, 2023
Q3 2023
|
Insight Wealth Partners, LLC
|
BUY
|
- |
442+ 0.66% |
$19.7K - $20.7K
|
67.2K
$3.12M
|
|
Oct 31, 2023
Q3 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
434+ 1.3% |
$19.3K - $20.3K
|
33.8K
$1.57M
|
|
Nov 01, 2023
Q3 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
332+ 1.75% |
$14.8K - $15.5K
|
19.3K
$897K
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
306+ 0.23% |
$13.6K - $14.3K
|
133K
$6.16M
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
288New |
$12.8K - $13.5K
|
288
$13.4K
|
|
Oct 26, 2023
Q3 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
242+ 3.37% |
$10.8K - $11.3K
|
7.42K
$345K
|
|
Nov 13, 2023
Q3 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
187New |
$8.33K - $8.76K
|
187
$8.68K
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
144+ 9.54% |
$6.42K - $6.74K
|
1.65K
$76.7K
|
|
Oct 19, 2023
Q3 2023
|
Intergy Private Wealth, LLC
|
BUY
|
- |
84+ 1.22% |
$3.74K - $3.93K
|
6.98K
$324K
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
62New |
$2.76K - $2.9K
|
62
$2.88K
|
|
Oct 18, 2023
Q3 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
59+ 4.22% |
$2.63K - $2.76K
|
1.46K
$67.6K
|
|
Oct 30, 2023
Q3 2023
|
Sandy Spring Bank
|
BUY
|
- |
52New |
$2.32K - $2.43K
|
52
$2.41K
|
|
Oct 30, 2023
Q3 2023
|
North Landing Financial Partners, LLC
Rochester, NY |
BUY
|
- |
46+ 0.95% |
$2.05K - $2.15K
|
4.91K
$228K
|
|
Nov 09, 2023
Q3 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
43+ 0.67% |
$1.92K - $2.01K
|
6.44K
$299K
|
|
Oct 12, 2023
Q3 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
33New |
$1.47K - $1.55K
|
33
$1.53K
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
32+ 37.65% |
$1.43K - $1.5K
|
117
$5.43K
|
|
Nov 14, 2023
Q3 2023
|
Wedbush Securities Inc
|
BUY
|
- |
28+ 0.25% |
$1.25K - $1.31K
|
11.2K
$520K
|
|
Nov 13, 2023
Q3 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
16+ 0.21% |
$713 - $749
|
7.51K
$348K
|
|
Oct 26, 2023
Q3 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
11+ 0.61% |
$490 - $515
|
1.82K
$84.3K
|
|
Nov 06, 2023
Q3 2023
|
Retirement Group, LLC
|
BUY
|
- |
9+ 0.72% |
$401 - $421
|
1.26K
$58.3K
|
|
Nov 06, 2023
Q3 2023
|
Treasure Coast Financial Planning
|
BUY
|
- |
6+ 0.03% |
$267 - $281
|
20K
$927K
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 20, 2023
Q3 2023
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-5- 0.21% |
$223 - $234
|
2.39K
$111K
|
|
Oct 10, 2023
Q3 2023
|
Mechanics Bank Trust Department
|
SELL
|
- |
-84- 0.06% |
$3.74K - $3.93K
|
144K
$6.7M
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-97- 1.6% |
$4.32K - $4.54K
|
5.96K
$277K
|
|
Nov 01, 2023
Q3 2023
|
Key F Inancial Inc
|
SELL
|
- |
-112- 4.62% |
$4.99K - $5.24K
|
2.31K
$107K
|
|
Nov 13, 2023
Q3 2023
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-127- 0.06% |
$5.66K - $5.95K
|
201K
$9.32M
|
|
Nov 09, 2023
Q3 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-470- 7.9% |
$20.9K - $22K
|
5.48K
$254K
|
|
Oct 11, 2023
Q3 2023
|
Hbw Advisory Services LLC
|
SELL
|
- |
-505- 3.37% |
$22.5K - $23.6K
|
14.5K
$673K
|
|
Nov 07, 2023
Q3 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-598- 5.45% |
$26.6K - $28K
|
10.4K
$482K
|
|
Oct 17, 2023
Q3 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-620- 53.91% |
$27.6K - $29K
|
530
$24.6K
|