Peak Asset Management, LLC Invesco Actively Mngd ETF Tr U Transaction History

Peak Asset Management, LLC

$519 Million
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2020 May 13, 2020	SELL	$47.85 - $50.5 $1.33 Million - $1.4 Million	-27,714 Closed	0 $0
Q4 2019 Feb 14, 2020	SELL	$50.34 - $50.47 $20,639 - $20,692	-410 Reduced 1.46%	27,714 $1.4 Million
Q3 2019 Nov 12, 2019	SELL	$50.35 - $50.47 $168,420 - $168,822	-3,345 Reduced 10.63%	28,124 $1.42 Million
Q2 2019 Aug 15, 2019	SELL	$50.23 - $50.46 $35,663 - $35,826	-710 Reduced 2.21%	31,469 $1.59 Million
Q1 2019 May 08, 2019	BUY	$50.07 - $50.3 $20,979 - $21,075	419 Added 1.32%	32,179 $1.62 Million
Q4 2018 Feb 15, 2019	SELL	$50.04 - $50.27 $29,773 - $29,910	-595 Reduced 1.84%	31,760 $1.59 Million
Q3 2018 Nov 09, 2018	SELL	$50.18 - $50.34 $96,797 - $97,105	-1,929 Reduced 5.63%	32,355 $1.63 Million
Q2 2018 Aug 14, 2018	BUY	$50.16 - $50.29 $1.72 Million - $1.72 Million	34,284 New	34,284 $1.72 Million

Others Institutions Holding GSY

# of Institutions

236

Shares Held

29.6M

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

$75.9 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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