Purchases and Sales Made in Q4 2023 in Invesco Actively Managed ETF T (GTO)
This table provides information about the institutional ownership of Invesco Actively Managed ETF T (GTO) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
5.84K+ 8.57% |
$254K - $277K
|
74K
$3.46M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
5.6K+ 3.04% |
$244K - $266K
|
190K
$8.89M
|
|
|
Jan 10, 2024
Q4 2023
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
5.19K+ 3.79% |
$226K - $246K
|
142K
$6.64M
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
4.96KNew |
$216K - $235K
|
4.96K
$232K
|
|
|
Jan 29, 2024
Q4 2023
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
4.61KNew |
$201K - $219K
|
4.61K
$216K
|
|
|
Feb 01, 2024
Q4 2023
|
Treasure Coast Financial Planning
|
BUY
|
- |
4.54K+ 22.74% |
$198K - $215K
|
24.5K
$1.15M
|
|
|
Jan 10, 2024
Q4 2023
|
Marcum Wealth, LLC
|
BUY
|
- |
4.44K+ 11.68% |
$193K - $210K
|
42.4K
$1.98M
|
|
|
Feb 12, 2024
Q4 2023
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
4.38KNew |
$190K - $207K
|
4.38K
$205K
|
|
|
May 03, 2024
Q4 2023
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
4.37KNew |
$190K - $207K
|
4.37K
$205K
|
|
|
Jan 17, 2024
Q4 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
3.85K+ 1.54% |
$167K - $182K
|
255K
$11.9M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.06K+ 7.12% |
$133K - $145K
|
46K
$2.16M
|
|
|
Feb 06, 2024
Q4 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
2.63K+ 5.07% |
$115K - $125K
|
54.5K
$2.55M
|
|
|
Apr 09, 2024
Q4 2023
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
2.49KNew |
$108K - $118K
|
2.49K
$117K
|
|
|
Jan 18, 2024
Q4 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
2.39K+ 2.51% |
$104K - $113K
|
97.7K
$4.57M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.22K+ 4.53% |
$96.5K - $105K
|
51.2K
$2.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
1.98K+ 97.59% |
$86.1K - $93.9K
|
4.01K
$188K
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
1.9K+ 1271.81% |
$82.4K - $89.8K
|
2.04K
$95.7K
|
|
|
Jan 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
1.8KNew |
$78.3K - $85.3K
|
1.8K
$84.3K
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
1.76KNew |
$76.6K - $83.5K
|
1.76K
$82.4K
|
|
|
Jan 25, 2024
Q4 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.75K+ 7.06% |
$76K - $82.8K
|
26.5K
$1.24M
|
|
|
Jan 24, 2024
Q4 2023
|
Hedeker Wealth, LLC
|
BUY
|
- |
1.68K+ 2.98% |
$73.2K - $79.7K
|
58.2K
$2.72M
|
|
|
Feb 13, 2024
Q4 2023
|
Insight Wealth Partners, LLC
|
BUY
|
- |
1.68K+ 2.5% |
$73.1K - $79.6K
|
68.9K
$3.22M
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
BUY
|
- |
1.44K+ 24.88% |
$62.8K - $68.4K
|
7.24K
$339K
|
|
|
Jan 19, 2024
Q4 2023
|
Pfg Advisors
|
BUY
|
- |
1.34K+ 4.47% |
$58.4K - $63.7K
|
31.4K
$1.47M
|
|
|
Jan 29, 2024
Q4 2023
|
Beacon Financial Planning, Inc
Hyannis, MA |
BUY
|
- |
1.25K+ 0.46% |
$54.1K - $59K
|
270K
$12.6M
|
|
|
Jan 31, 2024
Q4 2023
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
1.19K+ 18.78% |
$51.8K - $56.4K
|
7.53K
$352K
|
|
|
Jan 10, 2024
Q4 2023
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
1.05K+ 1.47% |
$45.8K - $49.9K
|
72.8K
$3.41M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
692+ 1.94% |
$30.1K - $32.8K
|
36.3K
$1.7M
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
659+ 30.71% |
$28.7K - $31.2K
|
2.81K
$131K
|
|
|
Jan 16, 2024
Q4 2023
|
Cooper Financial Group
|
BUY
|
- |
378+ 0.82% |
$16.4K - $17.9K
|
46.3K
$2.17M
|
|
|
Feb 01, 2024
Q4 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
371+ 11.33% |
$16.1K - $17.6K
|
3.65K
$171K
|
|
|
Feb 12, 2024
Q4 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
340+ 1.01% |
$14.8K - $16.1K
|
34.2K
$1.6M
|
|
|
Jan 10, 2024
Q4 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
273+ 0.36% |
$11.9K - $12.9K
|
76.4K
$3.57M
|
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
262New |
$11.4K - $12.4K
|
262
$12.3K
|
|
|
Jan 30, 2024
Q4 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
238+ 3.21% |
$10.4K - $11.3K
|
7.66K
$359K
|
|
|
Mar 21, 2024
Q4 2023
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
224New |
$9.74K - $10.6K
|
224
$10.5K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
203New |
$8.83K - $9.62K
|
203
$9.5K
|
|
|
Mar 14, 2024
Q4 2023
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
200New |
$8.7K - $9.48K
|
200
$9.36K
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
153New |
$6.65K - $7.25K
|
153
$7.16K
|
|
|
Feb 13, 2024
Q4 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
150+ 2.33% |
$6.52K - $7.11K
|
6.59K
$308K
|
|
|
Jan 11, 2024
Q4 2023
|
Intergy Private Wealth, LLC
|
BUY
|
- |
98+ 1.4% |
$4.26K - $4.65K
|
7.07K
$331K
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
BUY
|
- |
64New |
$2.78K - $3.03K
|
64
$3K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
55+ 88.71% |
$2.39K - $2.61K
|
117
$5.48K
|
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
13+ 0.13% |
$565 - $616
|
10.4K
$486K
|
|
|
Jan 04, 2024
Q4 2023
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
11New |
$478 - $521
|
11
$515
|
|
|
Feb 12, 2024
Q4 2023
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
8+ 0.0% |
$348 - $379
|
201K
$9.4M
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
6+ 0.25% |
$261 - $284
|
2.4K
$112K
|
|
|
Feb 14, 2024
Q4 2023
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
1+ 3.45% |
$43.5 - $47.4
|
30
$1.4K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 02, 2024
Q4 2023
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|