Morris Retirement Advisors, LLC Invesco Actively Mngd ETF Tr U Transaction History

Morris Retirement Advisors, LLC

$180 Million
Q3 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Feb 02, 2023	SELL	$49.23 - $49.58 $127,997 - $128,908	-2,600 Reduced 32.34%	5,440 $269,000
Q3 2022 Oct 14, 2022	SELL	$49.39 - $49.66 $189,361 - $190,396	-3,834 Reduced 32.29%	8,040 $397,000
Q2 2022 Aug 08, 2022	SELL	$49.49 - $49.83 $1,435 - $1,445	-29 Reduced 0.24%	11,874 $588,000
Q1 2022 May 10, 2022	SELL	$49.8 - $50.28 $489,882 - $494,604	-9,837 Reduced 45.25%	11,903 $593,000
Q4 2021 Feb 02, 2022	SELL	$50.27 - $50.46 $291,415 - $292,516	-5,797 Reduced 21.05%	21,740 $1.09 Million
Q3 2021 Oct 28, 2021	SELL	$50.45 - $50.5 $2.06 Million - $2.06 Million	-40,748 Reduced 59.67%	27,537 $1.39 Million
Q2 2021 Jul 29, 2021	SELL	$50.46 - $50.52 $4,087 - $4,092	-81 Reduced 0.12%	68,285 $3.45 Million
Q1 2021 May 04, 2021	BUY	$50.47 - $50.59 $346,779 - $347,603	6,871 Added 11.17%	68,366 $3.45 Million
Q4 2020 Feb 01, 2021	BUY	$50.52 - $50.58 $3.11 Million - $3.11 Million	61,495 New	61,495 $3.11 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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