Kcm Investment Advisors LLC Invesco Actively Mngd ETF Tr U Transaction History

Kcm Investment Advisors LLC

$2.91 Billion
Q3 2024

Shares

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Nov 08, 2023	BUY	$49.63 - $49.85 $2,580 - $2,592	52 Added 0.85%	6,199 $308,000
Q2 2023 Aug 09, 2023	SELL	$49.57 - $49.81 $2.24 Million - $2.26 Million	-45,280 Reduced 88.05%	6,147 $305,000
Q1 2023 May 09, 2023	BUY	$49.44 - $49.77 $2.54 Million - $2.56 Million	51,427 New	51,427 $2.55 Million
Q4 2022 Jan 31, 2023	SELL	$49.23 - $49.58 $268,992 - $270,905	-5,464 Reduced 30.31%	12,563 $621,000
Q3 2022 Nov 10, 2022	SELL	$49.39 - $49.66 $542,302 - $545,266	-10,980 Reduced 37.85%	18,027 $890,000
Q2 2022 Aug 15, 2022	SELL	$49.49 - $49.83 $128,575 - $129,458	-2,598 Reduced 8.22%	29,007 $1.44 Million
Q1 2022 May 13, 2022	SELL	$49.8 - $50.28 $518,666 - $523,666	-10,415 Reduced 24.79%	31,605 $1.58 Million
Q4 2021 Feb 14, 2022	SELL	$50.27 - $50.46 $150,357 - $150,925	-2,991 Reduced 6.65%	42,020 $2.11 Million
Q3 2021 Nov 12, 2021	BUY	$50.45 - $50.5 $1.54 Million - $1.54 Million	30,458 Added 209.29%	45,011 $2.27 Million
Q2 2021 Oct 21, 2021	SELL	$50.46 - $50.52 $2.22 Million - $2.22 Million	-44,022 Reduced 75.15%	14,553 $735,000
Q2 2021 Aug 12, 2021	BUY	$50.46 - $50.52 $2.96 Million - $2.96 Million	58,575 New	58,575 $2.96 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

Ticker GSY
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Kcm Investment Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kcm Investment Advisors LLC with notifications on news.