Srs Capital Advisors, Inc. Invesco Actively Mngd ETF Tr U Transaction History

Srs Capital Advisors, Inc.

$1.07 Billion
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Nov 14, 2023	SELL	$49.63 - $49.85 $10,918 - $10,967	-220 Reduced 99.55%	1 $0
Q2 2023 Aug 14, 2023	SELL	$49.57 - $49.81 $20.6 Million - $20.7 Million	-415,787 Reduced 99.95%	221 $10,000
Q1 2023 May 16, 2023	BUY	$49.44 - $49.77 $20.6 Million - $20.7 Million	416,008 New	416,008 $20.6 Million
Q2 2021 Aug 02, 2021	SELL	$50.46 - $50.52 $80,433 - $80,528	-1,594 Closed	0 $0
Q4 2020 Feb 03, 2021	BUY	$50.52 - $50.58 $151 - $151	3 Added 0.19%	1,594 $81,000
Q3 2020 Nov 12, 2020	BUY	$50.44 - $50.57 $6,254 - $6,270	124 Added 8.45%	1,591 $80,000
Q2 2020 Aug 06, 2020	BUY	$49.35 - $50.46 $19,937 - $20,385	404 Added 38.01%	1,467 $74,000
Q1 2020 May 13, 2020	BUY	$47.85 - $50.5 $50,864 - $53,681	1,063 New	1,063 $52,000

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

Ticker GSY
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