Purchases and Sales Made in Q4 2024 in Invesco Actively Managed ETF T (GTO)
This table provides information about the institutional ownership of Invesco Actively Managed ETF T (GTO) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 15, 2025
Q4 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
47.3K+ 7.24% |
$2.19M - $2.29M
|
701K
$32.5M
|
|
|
Jan 14, 2025
Q4 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
10.6K+ 4.07% |
$491K - $513K
|
271K
$12.6M
|
|
|
Jan 14, 2025
Q4 2024
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
8.36K+ 4.37% |
$387K - $405K
|
200K
$9.26M
|
|
|
Jan 15, 2025
Q4 2024
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
6.31K+ 9.9% |
$292K - $305K
|
70K
$3.25M
|
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
2.41K+ 4.53% |
$112K - $117K
|
55.7K
$2.58M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
1.45K+ 0.93% |
$67.3K - $70.3K
|
158K
$7.34M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.43K+ 14.32% |
$66.3K - $69.3K
|
11.4K
$530K
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
821New |
$38K - $39.7K
|
821
$38.1K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
781+ 5.68% |
$36.2K - $37.8K
|
14.5K
$674K
|
|
|
Jan 15, 2025
Q4 2024
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
253New |
$11.7K - $12.2K
|
253
$11.7K
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
225+ 1.04% |
$10.4K - $10.9K
|
21.8K
$1.01M
|
|
|
Jan 17, 2025
Q4 2024
|
North Landing Financial Partners, LLC
Rochester, NY |
BUY
|
- |
48+ 0.96% |
$2.22K - $2.32K
|
5.06K
$235K
|
|
|
Jan 17, 2025
Q4 2024
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-50- 0.4% |
$2.32K - $2.42K
|
12.5K
$578K
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
SELL
|
- |
-788- 1.23% |
$36.5K - $38.1K
|
63.4K
$2.94M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-846- 2.27% |
$39.2K - $41K
|
36.4K
$1.69M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-8.39K- 1.54% |
$389K - $406K
|
538K
$25M
|
|
|
Jan 16, 2025
Q4 2024
|
Mechanics Bank Trust Department
|
SELL
|
- |
-9.92K- 11.45% |
$460K - $480K
|
76.7K
$3.56M
|
|
|
Jan 13, 2025
Q4 2024
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-11.7K- 1.47% |
$543K - $567K
|
783K
$36.3M
|