Steel Peak Wealth Management LLC Invesco Actively Mngd ETF Tr U Transaction History

Steel Peak Wealth Management LLC

$2.25 Billion
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 10, 2022	SELL	$49.8 - $50.28 $457,014 - $461,419	-9,177 Closed	0 $0
Q4 2021 Jan 31, 2022	SELL	$50.27 - $50.46 $186,099 - $186,802	-3,702 Reduced 28.74%	9,177 $462,000
Q3 2021 Nov 15, 2021	SELL	$50.45 - $50.5 $59,732 - $59,792	-1,184 Reduced 8.42%	12,879 $650,000
Q2 2021 Aug 13, 2021	SELL	$50.46 - $50.52 $215,161 - $215,417	-4,264 Reduced 23.27%	14,063 $710,000
Q1 2021 May 18, 2021	SELL	$50.47 - $50.59 $40,931 - $41,028	-811 Reduced 4.24%	18,327 $925,000
Q4 2020 Feb 04, 2021	SELL	$50.52 - $50.58 $156,258 - $156,443	-3,093 Reduced 13.91%	19,138 $968,000
Q3 2020 Oct 26, 2020	BUY	$50.44 - $50.57 $221,734 - $222,305	4,396 Added 24.65%	22,231 $1.12 Million
Q2 2020 Jul 21, 2020	BUY	$49.35 - $50.46 $880,157 - $899,954	17,835 New	17,835 $900,000

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
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Steel Peak Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Steel Peak Wealth Management LLC with notifications on news.