Coyle Financial Counsel LLC Invesco Actively Mngd ETF Tr U Transaction History

Coyle Financial Counsel LLC

$284 Million
Q3 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2020 May 12, 2020	SELL	$47.85 - $50.5 $2.73 Million - $2.88 Million	-57,041 Closed	0 $0
Q4 2019 Feb 13, 2020	BUY	$50.34 - $50.47 $73,395 - $73,585	1,458 Added 2.62%	57,041 $2.87 Million
Q4 2019 Feb 12, 2020	SELL	$50.34 - $50.47 $3,473 - $3,482	-69 Reduced 0.12%	55,583 $2.87 Million
Q3 2019 Nov 13, 2019	SELL	$50.35 - $50.47 $6.23 Million - $6.25 Million	-123,737 Reduced 68.98%	55,652 $2.81 Million
Q2 2019 Aug 13, 2019	BUY	$50.23 - $50.46 $343,623 - $345,196	6,841 Added 3.96%	179,389 $9.04 Million
Q1 2019 May 13, 2019	SELL	$50.07 - $50.3 $25,535 - $25,653	-510 Reduced 0.29%	172,548 $8.68 Million
Q4 2018 Feb 14, 2019	BUY	$50.04 - $50.27 $1.74 Million - $1.75 Million	34,869 Added 25.23%	173,058 $8.67 Million
Q3 2018 Nov 13, 2018	BUY	$50.18 - $50.34 $123,693 - $124,088	2,465 Added 1.82%	138,189 $6.94 Million
Q2 2018 Aug 14, 2018	BUY	$50.16 - $50.29 $6.81 Million - $6.83 Million	135,724 New	135,724 $6.82 Million

Others Institutions Holding GSY

# of Institutions

237

Shares Held

29.6M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

3.12M
Shares

$157 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

2.41M
Shares

$121 Million
0.06% of portfolio
Wells Fargo & Company San Francisco, CA

2.4M
Shares

$121 Million
0.03% of portfolio
Bank Of America Corp Charlotte, NC

1.52M
Shares

$76.2 Million
0.01% of portfolio
Cambridge Investment Research Advisors, Inc.

1.42M
Shares

$71.4 Million
0.24% of portfolio

About INVESCO ACTIVELY MNGD ETF TR U

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