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

238

Shares Held

29.8M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

3.12M
Shares

$156 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

2.41M
Shares

$120 Million
0.06% of portfolio
Wells Fargo & Company San Francisco, CA

2.4M
Shares

$120 Million
0.03% of portfolio
Bank Of America Corp Charlotte, NC

1.52M
Shares

$76 Million
0.01% of portfolio
Cambridge Investment Research Advisors, Inc.

1.42M
Shares

$71.1 Million
0.24% of portfolio

About INVESCO ACTIVELY MNGD ETF TR U

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