4 J Wealth Management LLC Invesco Actively Mngd ETF Tr U Transaction History

4 J Wealth Management LLC

$105 Million
Q4 2024

A detailed history of 4 J Wealth Management LLC transactions in Invesco Actively Mngd ETF Tr U stock. As of the latest transaction made, 4 J Wealth Management LLC holds 9,081 shares of GSY stock, worth $455,139. This represents 0.43% of its overall portfolio holdings.

Number of Shares

9,081

Previous 8,881 2.25%

Holding current value

$455,139

Previous $445,000 2.25%

% of portfolio

0.43%

Previous 0.39%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 23, 2025	BUY	$50.0 - $50.27 $10,000 - $10,054	200 Added 2.25%	9,081 $455,000
Q3 2024 Oct 31, 2024	SELL	$49.9 - $50.37 $37,125 - $37,475	-744 Reduced 7.73%	8,881 $445,000
Q1 2024 Apr 22, 2024	BUY	$49.76 - $50.02 $42,893 - $43,117	862 Added 9.84%	9,625 $480,000
Q2 2023 Jul 14, 2023	SELL	$49.57 - $49.81 $22,306 - $22,414	-450 Reduced 4.88%	8,763 $434,000
Q1 2023 Apr 21, 2023	SELL	$49.44 - $49.77 $2,224 - $2,239	-45 Reduced 0.49%	9,213 $456,000
Q4 2022 Jan 17, 2023	BUY	$49.23 - $49.58 $4,923 - $4,958	100 Added 1.09%	9,258 $0
Q3 2022 Oct 27, 2022	BUY	$49.39 - $49.66 $452,313 - $454,786	9,158 New	9,158 $452,000
Q2 2022 Aug 01, 2022	SELL	$49.49 - $49.83 $4,949 - $4,983	-100 Reduced 1.34%	7,380 $366,000
Q1 2022 Apr 28, 2022	SELL	$49.8 - $50.28 $42,330 - $42,738	-850 Reduced 10.2%	7,480 $373,000
Q4 2021 Jan 20, 2022	SELL	$50.27 - $50.46 $50,270 - $50,460	-1,000 Reduced 10.72%	8,330 $419,000
Q3 2021 Oct 19, 2021	SELL	$50.45 - $50.5 $11,855 - $11,867	-235 Reduced 2.46%	9,330 $471,000
Q2 2021 Jul 13, 2021	SELL	$50.46 - $50.52 $140,278 - $140,445	-2,780 Reduced 22.52%	9,565 $483,000
Q1 2021 Apr 13, 2021	SELL	$50.47 - $50.59 $12,617 - $12,647	-250 Reduced 1.98%	12,345 $623,000
Q4 2020 Jan 15, 2021	BUY	$50.52 - $50.58 $636,299 - $637,055	12,595 New	12,595 $637,000

Others Institutions Holding GSY

# of Institutions

245

Shares Held

30.9M

Call Options Held

Put Options Held

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About INVESCO ACTIVELY MNGD ETF TR U

Ticker GSY
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4 J Wealth Management LLC Invesco Actively Mngd ETF Tr U Transaction History