Legacy Wealth Planning, LLC Invesco Actively Mngd ETF Tr U Transaction History

Legacy Wealth Planning, LLC

$60.4 Million
Q3 2022

A detailed history of Legacy Wealth Planning, LLC transactions in Invesco Actively Mngd ETF Tr U stock. As of the latest transaction made, Legacy Wealth Planning, LLC holds 24,968 shares of GSY stock, worth $1.25 Million. This represents 2.04% of its overall portfolio holdings.

Number of Shares

24,968

Previous 31,051 19.59%

Holding current value

$1.25 Million

Previous $1.54 Million 19.88%

% of portfolio

2.04%

Previous 2.21%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2022 Nov 10, 2022	SELL	$49.39 - $49.66 $300,439 - $302,081	-6,083 Reduced 19.59%	24,968 $1.23 Million
Q2 2022 Jul 26, 2022	SELL	$49.49 - $49.83 $485,892 - $489,230	-9,818 Reduced 24.02%	31,051 $1.54 Million
Q1 2022 May 10, 2022	BUY	$49.8 - $50.28 $68,275 - $68,933	1,371 Added 3.47%	40,869 $2.04 Million
Q4 2021 Feb 14, 2022	BUY	$50.27 - $50.46 $571,368 - $573,528	11,366 Added 40.4%	39,498 $1.99 Million
Q3 2021 Nov 12, 2021	BUY	$50.45 - $50.5 $47,120 - $47,167	934 Added 3.43%	28,132 $1.42 Million
Q2 2021 Aug 16, 2021	SELL	$50.46 - $50.52 $37,239 - $37,283	-738 Reduced 2.64%	27,198 $1.37 Million
Q1 2021 May 06, 2021	SELL	$50.47 - $50.59 $1.03 Million - $1.03 Million	-20,337 Reduced 42.13%	27,936 $1.41 Million
Q4 2020 Feb 12, 2021	SELL	$50.52 - $50.58 $6.61 Million - $6.62 Million	-130,806 Reduced 73.04%	48,273 $2.44 Million
Q3 2020 Nov 03, 2020	SELL	$50.44 - $50.57 $341,327 - $342,207	-6,767 Reduced 3.64%	179,079 $9.05 Million
Q2 2020 Aug 17, 2020	BUY	$49.35 - $50.46 $9.11 Million - $9.32 Million	184,654 Added 15491.11%	185,846 $9.37 Million
Q1 2020 May 18, 2020	SELL	$47.85 - $50.5 $1.1 Million - $1.16 Million	-22,981 Reduced 95.07%	1,192 $1.19 Million
Q1 2020 May 18, 2020	BUY	$47.85 - $50.5 $1.16 Million - $1.22 Million	24,173 New	24,173 $1.19 Million

Others Institutions Holding GSY

# of Institutions

242

Shares Held

30.3M

Call Options Held

Put Options Held

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About INVESCO ACTIVELY MNGD ETF TR U

Ticker GSY
Sector ETFs
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Legacy Wealth Planning, LLC Invesco Actively Mngd ETF Tr U Transaction History