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 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1- -0.0% |
$43.5 - $47.4
|
21K
$973K
|
|
|
Feb 02, 2024
Q4 2023
|
North Landing Financial Partners, LLC
Rochester, NY |
SELL
|
- |
-42- 0.86% |
$1.83K - $1.99K
|
4.87K
$225K
|
|
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-117- 1.56% |
$5.09K - $5.55K
|
7.39K
$342K
|
|
|
Jan 29, 2024
Q4 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-137- 1.82% |
$5.96K - $6.49K
|
7.38K
$341K
|
|
|
Feb 08, 2024
Q4 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-149- 2.72% |
$6.48K - $7.06K
|
5.33K
$246K
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-208- 12.58% |
$9.05K - $9.86K
|
1.45K
$66.8K
|
|
|
Feb 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-254- 13.98% |
$11K - $12K
|
1.56K
$72.3K
|
|
|
Jan 25, 2024
Q4 2023
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-285- 19.56% |
$12.4K - $13.5K
|
1.17K
$54.2K
|
|
|
Feb 12, 2024
Q4 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-294- 0.7% |
$12.8K - $13.9K
|
41.6K
$1.92M
|
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-328- 2.93% |
$14.3K - $15.5K
|
10.9K
$503K
|
|
|
Feb 14, 2024
Q4 2023
|
Retirement Group, LLC
|
SELL
|
- |
-347- 27.63% |
$15.1K - $16.4K
|
909
$42K
|
|
|
Feb 13, 2024
Q4 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-383- 3.26% |
$16.7K - $18.2K
|
11.4K
$525K
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
SELL
|
- |
-416- 5.24% |
$18.1K - $19.7K
|
7.52K
$348K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-573- 9.62% |
$24.9K - $27.2K
|
5.39K
$249K
|
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-708- 5.91% |
$30.8K - $33.6K
|
11.3K
$521K
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-750- 12.57% |
$32.6K - $35.6K
|
5.22K
$241K
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-843- 4.36% |
$36.7K - $40K
|
18.5K
$854K
|
|
|
Feb 12, 2024
Q4 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-1.02K- 9.45% |
$44.4K - $48.4K
|
9.78K
$452K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.38K- 3.82% |
$59.9K - $65.3K
|
34.7K
$1.6M
|
|
|
Feb 06, 2024
Q4 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-1.56K- 9.96% |
$67.8K - $73.8K
|
14.1K
$651K
|
|
|
Feb 26, 2024
Q4 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-1.92K- 13.84% |
$83.5K - $91K
|
12K
$553K
|
|
|
Jan 16, 2024
Q4 2023
|
Hbw Advisory Services LLC
|
SELL
|
- |
-1.95K- 13.47% |
$84.9K - $92.6K
|
12.5K
$580K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-2.08K- 2.48% |
$90.3K - $98.4K
|
81.6K
$3.77M
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-2.14K- 8.97% |
$93K - $101K
|
21.7K
$1M
|
|
|
Jan 08, 2024
Q4 2023
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-2.26K- 2.26% |
$98.4K - $107K
|
98.1K
$4.54M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.33K- 3.64% |
$101K - $110K
|
61.6K
$2.85M
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2.5K- 14.07% |
$109K - $119K
|
15.3K
$706K
|
|
|
Feb 09, 2024
Q4 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-3.18K- 11.45% |
$138K - $151K
|
24.6K
$1.14M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-4.65K- 32.13% |
$202K - $220K
|
9.82K
$454K
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-4.66K- 42.89% |
$203K - $221K
|
6.2K
$287K
|
|
|
Jan 09, 2024
Q4 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-5.09K- 52.5% |
$221K - $241K
|
4.61K
$213K
|
|
|
Jan 11, 2024
Q4 2023
|
Rockland Trust CO
|
SELL
|
- |
-6.05K- 21.47% |
$263K - $287K
|
22.1K
$1.02M
|
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-7.32K- 14.04% |
$318K - $347K
|
44.8K
$2.07M
|
|
|
Feb 02, 2024
Q4 2023
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-13.2K- 12.33% |
$573K - $625K
|
93.7K
$4.33M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-13.4K- 51.85% |
$583K - $635K
|
12.4K
$575K
|
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-14K- 9.01% |
$608K - $663K
|
141K
$6.53M
|
|
|
Jan 10, 2024
Q4 2023
|
Mechanics Bank Trust Department
|
SELL
|
- |
-15.8K- 10.96% |
$688K - $750K
|
129K
$5.94M
|
|
|
Feb 08, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-16.3K- 91.04% |
$711K - $775K
|
1.61K
$74.4K
|
|
|
Apr 26, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-16.3K- 91.04% |
$711K - $775K
|
1.61K
$74.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-16.8K- 23.94% |
$732K - $798K
|
53.5K
$2.47M
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-18.7K- 21.78% |
$814K - $887K
|
67.2K
$3.11M
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
SELL
|
- |
-21.4K- 3.63% |
$931K - $1.01M
|
568K
$26.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Destiny Capital Corp/Co
Golden, CO |
SELL
|
- |
-22.7K- 24.15% |
$987K - $1.08M
|
71.3K
$3.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-22.8K- 43.27% |
$990K - $1.08M
|
29.9K
$1.38M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-28.2K- 21.22% |
$1.23M - $1.34M
|
105K
$4.84M
|
|
|
Jan 30, 2024
Q4 2023
|
Goodman Advisory Group, LLC
|
SELL
|
- |
-41.8KClosed |
$1.82M - $1.98M
|
0
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-64.9K- 32.48% |
$2.82M - $3.08M
|
135K
$6.24M
|
|
|
Feb 12, 2024
Q4 2023
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-66.2K- 88.93% |
$2.88M - $3.14M
|
8.24K
$381K
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-66.3K- 88.85% |
$2.88M - $3.14M
|
8.32K
$385K
|
|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-94.5K- 88.37% |
$4.11M - $4.48M
|
12.4K
$575K
|