Perigon Wealth Management, LLC Invesco Actively Managed ETF T Transaction History

Perigon Wealth Management, LLC

$5.25 Billion
Q4 2025

A detailed history of Perigon Wealth Management, LLC transactions in Invesco Actively Managed ETF T stock. As of the latest transaction made, Perigon Wealth Management, LLC holds 12,424 shares of GTO stock, worth $589,643. This represents 0.01% of its overall portfolio holdings.

Number of Shares

12,424

Previous 12,108 2.61%

Holding current value

$589,643

Previous $575,000 2.43%

% of portfolio

0.01%

Previous 0.01%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 16, 2026	BUY	$47.44 - $47.93 $14,991 - $15,145	316 Added 2.61%	12,424 $589,000
Q3 2025 Oct 17, 2025	SELL	$46.43 - $47.91 $3,110 - $3,209	-67 Reduced 0.55%	12,108 $575,000
Q2 2025 Jul 15, 2025	BUY	$45.73 - $47.2 $18,795 - $19,399	411 Added 3.49%	12,175 $570,000
Q1 2025 Apr 23, 2025	BUY	$45.9 - $47.37 $2,570 - $2,652	56 Added 0.48%	11,764 $552,000
Q4 2024 Jan 22, 2025	BUY	$46.33 - $48.41 $210,847 - $220,313	4,551 Added 63.59%	11,708 $543,000

Q3 2024 Oct 16, 2024	BUY	$46.22 - $48.77 $13,172 - $13,899	285 Added 4.15%	7,157 $345,000
Q2 2024 Aug 02, 2024	SELL	$45.43 - $46.93 $4,861 - $5,021	-107 Reduced 1.53%	6,872 $318,000
Q1 2024 Apr 29, 2024	BUY	$46.24 - $47.35 $322,708 - $330,455	6,979 New	6,979 $326,000

Others Institutions Holding GTO

# of Institutions

215

Shares Held

36.7M

Call Options Held

Put Options Held

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About INVESCO ACTIVELY MANAGED ETF T

Ticker GTO
Sector ETFs
Industry ETFs

More about GTO

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Perigon Wealth Management, LLC Invesco Actively Managed ETF T Transaction History