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 |
---|---|---|---|---|---|---|---|
Jan 23, 2023
Q4 2022
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
1.93K+ 13.33% |
$85.7K - $92.4K
|
16.4K
$771K
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.51KNew |
$66.7K - $71.9K
|
1.51K
$70.6K
|
|
Feb 10, 2023
Q4 2022
|
Assetmark, Inc
|
BUY
|
- |
1.42KNew |
$63K - $68K
|
1.42K
$66.7K
|
|
Jan 24, 2023
Q4 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
1.12K+ 24.95% |
$49.6K - $53.5K
|
5.6K
$263K
|
|
Jan 17, 2023
Q4 2022
|
Fortem Financial Group, LLC
|
BUY
|
- |
1.08K+ 3.01% |
$48K - $51.7K
|
37K
$1.74M
|
|
Jan 18, 2023
Q4 2022
|
Intergy Private Wealth, LLC
|
BUY
|
- |
927+ 16.99% |
$41.1K - $44.3K
|
6.38K
$299K
|
|
Jan 31, 2023
Q4 2022
|
Wedbush Securities Inc
|
BUY
|
- |
810+ 14.12% |
$35.9K - $38.7K
|
6.55K
$307K
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
625+ 3.14% |
$27.7K - $29.9K
|
20.5K
$963K
|
|
Feb 14, 2023
Q4 2022
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
566New |
$25.1K - $27.1K
|
566
$26.5K
|
|
Feb 15, 2023
Q4 2022
|
Retirement Group, LLC
|
BUY
|
- |
494+ 33.7% |
$21.9K - $23.6K
|
1.96K
$91.9K
|
|
Feb 07, 2023
Q4 2022
|
Lincoln National Corp
|
BUY
|
- |
369+ 5.55% |
$16.4K - $17.6K
|
7.01K
$329K
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
342New |
$15.2K - $16.3K
|
342
$16K
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
165New |
$7.31K - $7.89K
|
165
$7.74K
|
|
Feb 14, 2023
Q4 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
156+ 0.68% |
$6.91K - $7.46K
|
23.2K
$1.09M
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
126+ 0.28% |
$5.58K - $6.02K
|
45.8K
$2.15M
|
|
Feb 10, 2023
Q4 2022
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
50New |
$2.22K - $2.39K
|
50
$2.35K
|
|
Feb 09, 2023
Q4 2022
|
Citizens Financial Group Inc
|
BUY
|
- |
16+ 0.08% |
$709 - $765
|
19K
$889K
|
|
Feb 02, 2023
Q4 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
12+ 0.15% |
$532 - $574
|
8.25K
$387K
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
4New |
$177 - $191
|
4
$188
|
|
Feb 14, 2023
Q4 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
2+ 0.04% |
$88.6 - $95.6
|
5.16K
$242K
|
|
Jan 17, 2023
Q4 2022
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 01, 2023
Q4 2022
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-12- 40.0% |
$532 - $574
|
18
$844
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-102- 0.85% |
$4.52K - $4.88K
|
11.9K
$559K
|
|
Jan 20, 2023
Q4 2022
|
Hedeker Wealth, LLC
|
SELL
|
- |
-171- 1.09% |
$7.58K - $8.17K
|
15.6K
$730K
|
|
Feb 14, 2023
Q4 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-207- 3.17% |
$9.17K - $9.89K
|
6.32K
$297K
|
|
Feb 03, 2023
Q4 2022
|
North Landing Financial Partners, LLC
Rochester, NY |
SELL
|
- |
-239- 3.68% |
$10.6K - $11.4K
|
6.25K
$293K
|
|
Jan 13, 2023
Q4 2022
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-277- 5.93% |
$12.3K - $13.2K
|
4.39K
$206K
|
|
Nov 13, 2023
Q4 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-358- 2.94% |
$15.9K - $17.1K
|
11.8K
$554K
|
|
Jan 30, 2023
Q4 2022
|
Tru Independence LLC
|
SELL
|
- |
-433- 7.9% |
$19.2K - $20.7K
|
5.05K
$237K
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-475- 3.73% |
$21.1K - $22.7K
|
12.3K
$576K
|
|
Feb 10, 2023
Q4 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-485- 4.61% |
$21.5K - $23.2K
|
10K
$471K
|
|
Feb 10, 2023
Q4 2022
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-715- 11.88% |
$31.7K - $34.2K
|
5.31K
$249K
|
|
Feb 13, 2023
Q4 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-746- 11.52% |
$33.1K - $35.7K
|
5.73K
$269K
|
|
Feb 14, 2023
Q4 2022
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-770- 14.42% |
$34.1K - $36.8K
|
4.57K
$214K
|
|
Feb 07, 2023
Q4 2022
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-1.01K- 10.63% |
$44.5K - $48K
|
8.45K
$396K
|
|
Feb 15, 2023
Q4 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-1.02K- 3.63% |
$45.2K - $48.8K
|
27.1K
$1.27M
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.48K- 8.72% |
$65.6K - $70.8K
|
15.5K
$727K
|
|
Feb 14, 2023
Q4 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-1.54K- 13.02% |
$68.3K - $73.6K
|
10.3K
$483K
|
|
Jan 31, 2023
Q4 2022
|
Ifg Advisory, LLC
|
SELL
|
- |
-1.89K- 1.34% |
$83.6K - $90.2K
|
139K
$6.5M
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-2.89K- 7.94% |
$128K - $138K
|
33.5K
$1.57M
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-3.12K- 10.86% |
$138K - $149K
|
25.6K
$1.2M
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
SELL
|
- |
-3.31K- 97.1% |
$147K - $158K
|
99
$4.64K
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-3.44K- 51.82% |
$153K - $165K
|
3.2K
$150K
|
|
Feb 14, 2023
Q4 2022
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-3.76K- 4.7% |
$167K - $180K
|
76.2K
$3.57M
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-3.85K- 13.58% |
$171K - $184K
|
24.5K
$1.15M
|
|
Jan 25, 2023
Q4 2022
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-4.63K- 39.77% |
$205K - $221K
|
7.01K
$329K
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-4.99K- 4.81% |
$221K - $238K
|
98.7K
$4.63M
|
|
Feb 14, 2023
Q4 2022
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-6.18K- 43.37% |
$274K - $295K
|
8.07K
$378K
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
SELL
|
- |
-6.49K- 49.17% |
$288K - $310K
|
6.71K
$315K
|