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 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
6.67K+ 55.11% |
$309K - $323K
|
18.8K
$875K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
6.51K+ 6.13% |
$302K - $315K
|
113K
$5.25M
|
|
|
Jan 15, 2025
Q4 2024
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
6.31K+ 9.9% |
$292K - $305K
|
70K
$3.26M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
5.85K+ 20.46% |
$271K - $283K
|
34.4K
$1.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
5.72KNew |
$265K - $277K
|
5.72K
$267K
|
|
|
Jan 21, 2025
Q4 2024
|
Stewardship Advisors, LLC
|
BUY
|
- |
5.25K+ 2.28% |
$243K - $254K
|
235K
$11M
|
|
|
Feb 11, 2025
Q4 2024
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
5.24KNew |
$243K - $253K
|
5.24K
$244K
|
|
|
Jan 21, 2025
Q4 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
5.11KNew |
$237K - $247K
|
5.11K
$238K
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
5.09KNew |
$236K - $247K
|
5.09K
$237K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
5.05K+ 15765.63% |
$234K - $244K
|
5.08K
$237K
|
|
|
Jan 24, 2025
Q4 2024
|
Cook Wealth Management Group LLC
Raleigh, NC |
BUY
|
- |
4.79K+ 9.71% |
$222K - $232K
|
54.1K
$2.52M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
4.55K+ 63.59% |
$211K - $220K
|
11.7K
$546K
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
4.14K+ 4.37% |
$192K - $201K
|
98.9K
$4.61M
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
3.45K+ 20.89% |
$160K - $167K
|
20K
$931K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
3.35K+ 3.94% |
$155K - $162K
|
88.4K
$4.12M
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
3.26K+ 1.66% |
$151K - $158K
|
199K
$9.3M
|
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
2.41K+ 4.53% |
$112K - $117K
|
55.7K
$2.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
2.39K+ 10.05% |
$111K - $116K
|
26.2K
$1.22M
|
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
2.23K+ 5.61% |
$103K - $108K
|
41.9K
$1.95M
|
|
|
Jan 17, 2025
Q4 2024
|
Financial Designs Corp
Claremont, CA |
BUY
|
- |
1.98K+ 1.33% |
$91.5K - $95.7K
|
151K
$7.03M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
1.95KNew |
$90.5K - $94.6K
|
1.95K
$91.1K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
1.45K+ 0.93% |
$67.3K - $70.3K
|
158K
$7.38M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.43K+ 14.32% |
$66.3K - $69.3K
|
11.4K
$533K
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
1.35K+ 17.76% |
$62.7K - $65.5K
|
8.97K
$418K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.16K+ 6.78% |
$53.8K - $56.2K
|
18.3K
$853K
|
|
|
Feb 11, 2025
Q4 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
1.16K+ 1.95% |
$53.7K - $56.2K
|
60.5K
$2.82M
|
|
|
Feb 12, 2025
Q4 2024
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
1.02K+ 4.44% |
$47.3K - $49.4K
|
24K
$1.12M
|
|
|
Jan 30, 2025
Q4 2024
|
Kuhn & CO Investment Counsel
Chicago, IL |
BUY
|
- |
843+ 5.51% |
$39.1K - $40.8K
|
16.1K
$753K
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
821New |
$38K - $39.7K
|
821
$38.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
794+ 16.16% |
$36.8K - $38.4K
|
5.71K
$266K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
781+ 5.68% |
$36.2K - $37.8K
|
14.5K
$677K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
720New |
$33.4K - $34.9K
|
720
$33.6K
|
|
|
Feb 11, 2025
Q4 2024
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
682+ 2.72% |
$31.6K - $33K
|
25.8K
$1.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
BUY
|
- |
654+ 75.96% |
$30.3K - $31.7K
|
1.52K
$70.6K
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
407+ 33.92% |
$18.9K - $19.7K
|
1.61K
$74.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
338New |
$15.7K - $16.4K
|
338
$15.8K
|
|
|
Jan 15, 2025
Q4 2024
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
253New |
$11.7K - $12.2K
|
253
$11.8K
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
225+ 1.04% |
$10.4K - $10.9K
|
21.8K
$1.02M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
217+ 4.19% |
$10.1K - $10.5K
|
5.4K
$252K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
210+ 10.63% |
$9.73K - $10.2K
|
2.19K
$102K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
184New |
$8.52K - $8.91K
|
184
$8.58K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
121New |
$5.61K - $5.86K
|
121
$5.64K
|
|
|
Jan 31, 2025
Q4 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
106+ 1.22% |
$4.91K - $5.13K
|
8.82K
$411K
|
|
|
Feb 13, 2025
Q4 2024
|
Elios Financial Group Inc.
Westlake, OH |
BUY
|
- |
90+ 0.47% |
$4.17K - $4.36K
|
19.4K
$904K
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
80+ 0.69% |
$3.71K - $3.87K
|
11.7K
$547K
|
|
|
Feb 13, 2025
Q4 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
68+ 0.0% |
$3.15K - $3.29K
|
2.35M
$109M
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
60+ 1.08% |
$2.78K - $2.9K
|
5.64K
$263K
|
|
|
Jan 17, 2025
Q4 2024
|
North Landing Financial Partners, LLC
Rochester, NY |
BUY
|
- |
48+ 0.96% |
$2.22K - $2.32K
|
5.06K
$236K
|
|
|
Jan 22, 2025
Q4 2024
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
46+ 1.06% |
$2.13K - $2.23K
|
4.39K
$205K
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
29+ 1.24% |
$1.34K - $1.4K
|
2.37K
$110K
|