Purchases and Sales Made in Q4 2022 in Invesco Actively Managed ETF T (GTO)
This table provides information about the institutional ownership of Invesco Actively Managed ETF T (GTO) during Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
498K+ 542.84% |
$22.1M - $23.8M
|
590K
$27.7M
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
372K+ 69.35% |
$16.5M - $17.8M
|
908K
$42.6M
|
|
|
Feb 15, 2023
Q4 2022
|
Beacon Financial Planning, Inc
Hyannis, MA |
BUY
|
- |
243KNew |
$10.8M - $11.6M
|
243K
$11.4M
|
|
|
Jan 19, 2023
Q4 2022
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
242KNew |
$10.7M - $11.6M
|
242K
$11.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
212K+ 28.65% |
$9.38M - $10.1M
|
951K
$44.6M
|
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
174K+ 598455.19% |
$7.69M - $8.3M
|
174K
$8.14M
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
149K+ 9.89% |
$6.59M - $7.11M
|
1.65M
$77.5M
|
|
|
Jan 19, 2023
Q4 2022
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
121KNew |
$5.35M - $5.77M
|
121K
$5.66M
|
|
|
Feb 07, 2023
Q4 2022
|
Brio Consultants, LLC
|
BUY
|
- |
95.7K+ 21.05% |
$4.24M - $4.57M
|
550K
$25.8M
|
|
|
Feb 10, 2023
Q4 2022
|
Destiny Capital Corp/Co
Golden, CO |
BUY
|
- |
93.8KNew |
$4.16M - $4.48M
|
93.8K
$4.4M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
83.3KNew |
$3.69M - $3.98M
|
83.3K
$3.91M
|
|
|
Feb 15, 2023
Q4 2022
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
79.9KNew |
$3.54M - $3.82M
|
79.9K
$3.75M
|
|
|
Jan 13, 2023
Q4 2022
|
Howard Financial Services, Ltd.
|
BUY
|
- |
71.7K+ 166.25% |
$3.18M - $3.43M
|
115K
$5.38M
|
|
|
Feb 14, 2023
Q4 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
69.3K+ 25.54% |
$3.07M - $3.31M
|
341K
$16M
|
|
|
Jan 13, 2023
Q4 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
58.5K+ 642.65% |
$2.59M - $2.8M
|
67.7K
$3.17M
|
|
|
Feb 14, 2023
Q4 2022
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
57.4KNew |
$2.54M - $2.74M
|
57.4K
$2.69M
|
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
54.6KNew |
$2.42M - $2.61M
|
54.6K
$2.56M
|
|
|
Jan 25, 2023
Q4 2022
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
48.6KNew |
$2.15M - $2.32M
|
48.6K
$2.28M
|
|
|
Jan 18, 2023
Q4 2022
|
Retirement Planning Group
|
BUY
|
- |
47.3K+ 39.05% |
$2.1M - $2.26M
|
169K
$7.9M
|
|
|
Feb 15, 2023
Q4 2022
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
44.3KNew |
$1.96M - $2.12M
|
44.3K
$2.08M
|
|
|
Jan 24, 2023
Q4 2022
|
Rockland Trust CO
|
BUY
|
- |
43.1K+ 28.8% |
$1.91M - $2.06M
|
193K
$9.03M
|
|
|
Jan 23, 2023
Q4 2022
|
Mechanics Bank Trust Department
|
BUY
|
- |
41.2K+ 32.25% |
$1.83M - $1.97M
|
169K
$7.93M
|
|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
32.7K+ 11.0% |
$1.45M - $1.56M
|
330K
$15.5M
|
|
|
Jan 24, 2023
Q4 2022
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
31.9K+ 5.07% |
$1.41M - $1.52M
|
660K
$31M
|
|
|
Jan 12, 2023
Q4 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
22.3K+ 342.0% |
$988K - $1.07M
|
28.8K
$1.35M
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
21.5K+ 75.2% |
$954K - $1.03M
|
50.1K
$2.35M
|
|
|
Feb 06, 2023
Q4 2022
|
Treasure Coast Financial Planning
|
BUY
|
- |
21.3K+ 250.42% |
$946K - $1.02M
|
29.9K
$1.4M
|
|
|
Jan 20, 2023
Q4 2022
|
Pathway Financial Advisors LLC
|
BUY
|
- |
20.3K+ 148.33% |
$898K - $968K
|
33.9K
$1.59M
|
|
|
Feb 02, 2023
Q4 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
18.8KNew |
$833K - $898K
|
18.8K
$881K
|
|
|
Jan 31, 2023
Q4 2022
|
Insight Wealth Partners, LLC
|
BUY
|
- |
18.6K+ 24.01% |
$827K - $891K
|
96.3K
$4.52M
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
17.1KNew |
$759K - $819K
|
17.1K
$803K
|
|
|
Jan 27, 2023
Q4 2022
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
14.6K+ 50.72% |
$647K - $698K
|
43.4K
$2.04M
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
14.2K+ 38.34% |
$629K - $679K
|
51.2K
$2.4M
|
|
|
Jan 09, 2023
Q4 2022
|
Brookstone Capital Management
|
BUY
|
- |
11.7K+ 24.64% |
$520K - $561K
|
59.3K
$2.78M
|
|
|
Feb 13, 2023
Q4 2022
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
11.2KNew |
$496K - $535K
|
11.2K
$525K
|
|
|
Jan 12, 2023
Q4 2022
|
Marcum Wealth, LLC
|
BUY
|
- |
10K+ 77.7% |
$445K - $480K
|
23K
$1.08M
|
|
|
Jan 27, 2023
Q4 2022
|
Pfg Advisors
|
BUY
|
- |
9.26KNew |
$410K - $443K
|
9.26K
$434K
|
|
|
Jan 17, 2023
Q4 2022
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
8.54KNew |
$379K - $408K
|
8.54K
$401K
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
7.94K+ 63.12% |
$352K - $380K
|
20.5K
$963K
|
|
|
Dec 20, 2023
Q4 2022
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
7.84KNew |
$347K - $375K
|
7.84K
$368K
|
|
|
Jan 27, 2023
Q4 2022
|
Paragon Wealth Strategies, LLC
|
BUY
|
- |
7.48KNew |
$331K - $357K
|
7.48K
$351K
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
6.68K+ 19.46% |
$296K - $319K
|
41K
$1.92M
|
|
|
Jan 12, 2023
Q4 2022
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
6.26K+ 6.24% |
$278K - $299K
|
107K
$5M
|
|
|
Jan 20, 2023
Q4 2022
|
Alta Wealth Advisors LLC
|
BUY
|
- |
5.91K+ 13.03% |
$262K - $282K
|
51.2K
$2.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
5.88K+ 44.63% |
$260K - $281K
|
19K
$893K
|
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
BUY
|
- |
5.54K+ 1.28% |
$246K - $265K
|
437K
$20.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
4.41KNew |
$195K - $211K
|
4.41K
$207K
|
|
|
Feb 10, 2023
Q4 2022
|
Good Life Advisors, LLC
|
BUY
|
- |
3.92K+ 5.88% |
$174K - $187K
|
70.6K
$3.31M
|
|
|
Feb 01, 2023
Q4 2022
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
2.69K+ 4.51% |
$119K - $129K
|
62.4K
$2.93M
|
|
|
Feb 10, 2023
Q4 2022
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
2.4K+ 5.29% |
$106K - $115K
|
47.8K
$2.24M
|