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 |
---|---|---|---|---|---|---|---|
Oct 31, 2024
Q3 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
437+ 1.46% |
$20.2K - $21.3K
|
30.4K
$1.41M
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
285+ 4.15% |
$13.2K - $13.9K
|
7.16K
$332K
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
251+ 1.49% |
$11.6K - $12.2K
|
17.1K
$795K
|
|
Oct 08, 2024
Q3 2024
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
222+ 4.48% |
$10.3K - $10.8K
|
5.18K
$240K
|
|
Oct 17, 2024
Q3 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
100New |
$4.62K - $4.88K
|
100
$4.64K
|
|
Oct 08, 2024
Q3 2024
|
Northwest Capital Management Inc
|
BUY
|
- |
80+ 3.84% |
$3.7K - $3.9K
|
2.16K
$100K
|
|
Oct 23, 2024
Q3 2024
|
North Landing Financial Partners, LLC
Rochester, NY |
BUY
|
- |
46+ 0.93% |
$2.13K - $2.24K
|
5.02K
$233K
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
43New |
$1.99K - $2.1K
|
43
$2K
|
|
Oct 29, 2024
Q3 2024
|
Key F Inancial Inc
|
BUY
|
- |
8+ 0.34% |
$370 - $390
|
2.34K
$109K
|
|
Nov 06, 2024
Q3 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
2+ 1.27% |
$92.4 - $97.5
|
159
$7.38K
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-2- 0.01% |
$92.4 - $97.5
|
22K
$1.02M
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-7- 0.48% |
$324 - $341
|
1.44K
$66.9K
|
|
Oct 21, 2024
Q3 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-15- 0.96% |
$693 - $732
|
1.55K
$71.9K
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-19- 0.27% |
$878 - $927
|
6.95K
$323K
|
|
Nov 08, 2024
Q3 2024
|
Strategy Asset Managers LLC
|
SELL
|
- |
-57- 1.09% |
$2.63K - $2.78K
|
5.17K
$240K
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-137- 20.15% |
$6.33K - $6.68K
|
543
$25.2K
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-157- 0.55% |
$7.26K - $7.66K
|
28.6K
$1.33M
|
|
Oct 18, 2024
Q3 2024
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-185- 3.75% |
$8.55K - $9.02K
|
4.75K
$220K
|
|
Oct 17, 2024
Q3 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
SELL
|
- |
-290- 17.46% |
$13.4K - $14.1K
|
1.37K
$63.6K
|
|
Nov 06, 2024
Q3 2024
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-358- 0.96% |
$16.5K - $17.5K
|
36.9K
$1.71M
|
|
Oct 23, 2024
Q3 2024
|
Mainstay Capital Management LLC
|
SELL
|
- |
-362- 3.61% |
$16.7K - $17.7K
|
9.67K
$449K
|
|
Nov 13, 2024
Q3 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-371- 3.29% |
$17.1K - $18.1K
|
10.9K
$506K
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-416- 10.53% |
$19.2K - $20.3K
|
3.54K
$164K
|
|
Nov 06, 2024
Q3 2024
|
Destiny Capital Corp/Co
Golden, CO |
SELL
|
- |
-438- 0.69% |
$20.2K - $21.4K
|
63.1K
$2.93M
|
|
Oct 07, 2024
Q3 2024
|
Williams & Novak, LLC
Westlake Village, CA |
SELL
|
- |
-509- 1.67% |
$23.5K - $24.8K
|
30K
$1.39M
|
|
Nov 06, 2024
Q3 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-617- 12.06% |
$28.5K - $30.1K
|
4.5K
$209K
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-788- 2.53% |
$36.4K - $38.4K
|
30.3K
$1.41M
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-815- 29.21% |
$37.7K - $39.7K
|
1.98K
$91.7K
|
|
Nov 13, 2024
Q3 2024
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-919- 2.01% |
$42.5K - $44.8K
|
44.9K
$2.08M
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-1.04K- 2.64% |
$48.3K - $50.9K
|
38.5K
$1.79M
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-1.12K- 63.51% |
$51.7K - $54.6K
|
643
$29.8K
|
|
Nov 14, 2024
Q3 2024
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-1.13K- 1.95% |
$52.1K - $55K
|
56.7K
$2.63M
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1.14K- 80.62% |
$52.9K - $55.8K
|
275
$12.8K
|
|
Oct 23, 2024
Q3 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-1.18K- 16.22% |
$54.7K - $57.7K
|
6.11K
$284K
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.31K- 1.09% |
$60.6K - $64K
|
120K
$5.55M
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-1.48K- 13.87% |
$68.5K - $72.3K
|
9.2K
$427K
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-1.57K- 0.28% |
$72.6K - $76.6K
|
554K
$25.7M
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-1.82K- 1.15% |
$84K - $88.7K
|
157K
$7.28M
|
|
Nov 12, 2024
Q3 2024
|
Treasure Coast Financial Planning
|
SELL
|
- |
-2.11K- 9.96% |
$97.7K - $103K
|
19.1K
$886K
|
|
Oct 18, 2024
Q3 2024
|
Financial Designs Corp
Claremont, CA |
SELL
|
- |
-2.37K- 1.57% |
$109K - $115K
|
149K
$6.91M
|
|
Oct 25, 2024
Q3 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-3.02K- 81.87% |
$140K - $147K
|
669
$31K
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-3.08K- 11.67% |
$142K - $150K
|
23.3K
$1.08M
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
SELL
|
- |
-3.26K- 25.82% |
$151K - $159K
|
9.37K
$435K
|
|
Oct 10, 2024
Q3 2024
|
Retirement Planning Group
|
SELL
|
- |
-3.4K- 8.25% |
$157K - $166K
|
37.8K
$1.76M
|
|
Oct 31, 2024
Q3 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-3.89K- 64.88% |
$180K - $190K
|
2.11K
$97.7K
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-4.37K- 17.91% |
$202K - $213K
|
20K
$929K
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
SELL
|
- |
-5.52K- 1.0% |
$255K - $269K
|
546K
$25.4M
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-5.8K- 25.13% |
$268K - $283K
|
17.3K
$802K
|
|
Oct 24, 2024
Q3 2024
|
Beacon Financial Planning, Inc
Hyannis, MA |
SELL
|
- |
-6.28K- 2.39% |
$290K - $306K
|
257K
$11.9M
|