Purchases and Sales Made in Q3 2024 in Invesco Actively Managed ETF T (GTO)
This table provides information about the institutional ownership of Invesco Actively Managed ETF T (GTO) during Q3 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 |
---|---|---|---|---|---|---|---|
Nov 12, 2024
Q3 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
2.15M+ 1064.17% |
$99.2M - $105M
|
2.35M
$109M
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
593K+ 25.85% |
$27.4M - $28.9M
|
2.89M
$134M
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
585K+ 369.89% |
$27M - $28.5M
|
743K
$34.5M
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
483K+ 23.86% |
$22.3M - $23.6M
|
2.51M
$116M
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
439K+ 42.9% |
$20.3M - $21.4M
|
1.46M
$67.8M
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
284K+ 216.06% |
$13.1M - $13.9M
|
416K
$19.3M
|
|
Nov 12, 2024
Q3 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
269KNew |
$12.4M - $13.1M
|
269K
$12.5M
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
224K+ 16.51% |
$10.4M - $10.9M
|
1.58M
$73.4M
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
174K+ 114.1% |
$8.05M - $8.49M
|
327K
$15.2M
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
166K+ 43.71% |
$7.67M - $8.1M
|
546K
$25.3M
|
|
Nov 07, 2024
Q3 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
152K+ 23.06% |
$7.03M - $7.42M
|
812K
$37.7M
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
119K+ 3.77% |
$5.51M - $5.81M
|
3.28M
$152M
|
|
Oct 21, 2024
Q3 2024
|
Stewardship Advisors, LLC
|
BUY
|
- |
110K+ 92.33% |
$5.11M - $5.39M
|
230K
$10.7M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
104K+ 54.35% |
$4.79M - $5.05M
|
294K
$13.7M
|
|
Oct 30, 2024
Q3 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
101K+ 4047.79% |
$4.66M - $4.92M
|
103K
$4.8M
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
89.5K+ 214.78% |
$4.14M - $4.37M
|
131K
$6.09M
|
|
Oct 30, 2024
Q3 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
87.8K+ 39.21% |
$4.06M - $4.28M
|
312K
$14.5M
|
|
Oct 08, 2024
Q3 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
85.2K+ 15.0% |
$3.94M - $4.16M
|
653K
$30.3M
|
|
Nov 14, 2024
Q3 2024
|
Goodman Advisory Group, LLC
|
BUY
|
- |
77KNew |
$3.56M - $3.76M
|
77K
$3.57M
|
|
Nov 18, 2024
Q3 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
68.5KNew |
$3.17M - $3.34M
|
68.5K
$3.18M
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
65.5K+ 253.74% |
$3.03M - $3.2M
|
91.3K
$4.24M
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
64.9K+ 74.86% |
$3M - $3.16M
|
152K
$7.03M
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
59.3KNew |
$2.74M - $2.89M
|
59.3K
$2.75M
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
57.9K+ 11.98% |
$2.68M - $2.82M
|
541K
$25.1M
|
|
Nov 01, 2024
Q3 2024
|
Avid Wealth Partners LLC
San Antonio, TX |
BUY
|
- |
50.3K+ 99.89% |
$2.32M - $2.45M
|
101K
$4.67M
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
48.6K+ 58.87% |
$2.25M - $2.37M
|
131K
$6.08M
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
48.5K+ 82.87% |
$2.24M - $2.36M
|
107K
$4.96M
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
48.5K+ 82.87% |
$2.24M - $2.36M
|
107K
$4.96M
|
|
Oct 18, 2024
Q3 2024
|
Brio Consultants, LLC
|
BUY
|
- |
47.4K+ 5.8% |
$2.19M - $2.31M
|
865K
$40.1M
|
|
Oct 31, 2024
Q3 2024
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
44.6K+ 30.47% |
$2.06M - $2.18M
|
191K
$8.87M
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
42.4K+ 21.83% |
$1.96M - $2.07M
|
236K
$11M
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
35.4K+ 71.15% |
$1.63M - $1.72M
|
85.1K
$3.95M
|
|
Oct 30, 2024
Q3 2024
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
33.4K+ 4.46% |
$1.54M - $1.63M
|
782K
$36.3M
|
|
Oct 17, 2024
Q3 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
32.9K+ 14.46% |
$1.52M - $1.6M
|
260K
$12.1M
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
31.4K+ 29.79% |
$1.45M - $1.53M
|
137K
$6.35M
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
29.4K+ 17.65% |
$1.36M - $1.44M
|
196K
$9.11M
|
|
Oct 07, 2024
Q3 2024
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
29.3K+ 3.83% |
$1.36M - $1.43M
|
795K
$36.9M
|
|
Nov 13, 2024
Q3 2024
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
23KNew |
$1.06M - $1.12M
|
23K
$1.07M
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
21.6K+ 52.74% |
$1M - $1.06M
|
62.7K
$2.91M
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
20.7K+ 14.37% |
$956K - $1.01M
|
165K
$7.64M
|
|
Nov 04, 2024
Q3 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
19.8K+ 5.44% |
$914K - $965K
|
384K
$17.8M
|
|
Nov 13, 2024
Q3 2024
|
Elios Financial Group Inc.
Westlake, OH |
BUY
|
- |
19.3KNew |
$892K - $941K
|
19.3K
$896K
|
|
Nov 08, 2024
Q3 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
17.3KNew |
$800K - $844K
|
17.3K
$803K
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
17.2K+ 150.36% |
$796K - $840K
|
28.7K
$1.33M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
16.6K+ 18.1% |
$767K - $809K
|
108K
$5.03M
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
BUY
|
- |
16.2K+ 13.52% |
$751K - $792K
|
136K
$6.33M
|
|
Nov 01, 2024
Q3 2024
|
Landmark Wealth Management, Inc.
Normal, IL |
BUY
|
- |
15.9K+ 2.79% |
$733K - $774K
|
585K
$27.2M
|
|
Nov 14, 2024
Q3 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
14.1K+ 53.99% |
$654K - $690K
|
40.4K
$1.87M
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
14.1K+ 8.82% |
$651K - $687K
|
174K
$8.07M
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
13.7KNew |
$635K - $670K
|
13.7K
$638K
|