Capital Advisory Group Advisory Services, LLC Invesco Actively Managed ETF T Transaction History

Capital Advisory Group Advisory Services, LLC

$210 Million
Q1 2024

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2021 Feb 15, 2022	SELL	$56.04 - $56.98 $135,897 - $138,176	-2,425 Closed	0 $0
Q3 2021 Nov 12, 2021	BUY	$56.77 - $57.69 $11,354 - $11,538	200 Added 8.99%	2,425 $138,000
Q2 2021 Nov 12, 2021	BUY	$56.12 - $57.19 $124,867 - $127,247	2,225 New	2,225 $127,000

Others Institutions Holding GTO

# of Institutions

173

Shares Held

24.4M

Call Options Held

Put Options Held

Advisor Group Holdings, Inc. Phoenix, AZ

3.26M
Shares

$152 Million
0.35% of portfolio
Lpl Financial LLC Fort Mill, SC

2.18M
Shares

$102 Million
0.06% of portfolio
Envestnet Asset Management Inc

1.76M
Shares

$82.3 Million
0.03% of portfolio
Morgan Stanley New York, NY

1.39M
Shares

$64.9 Million
0.01% of portfolio
Brio Consultants, LLC

934K
Shares

$43.7 Million
7.4% of portfolio

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