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

Steel Peak Wealth Management LLC

$2.12 Billion
Q2 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

231

Shares Held

29.5M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

3.16M
Shares

$159 Million
0.01% of portfolio
Wells Fargo & Company San Francisco, CA

2.37M
Shares

$119 Million
0.03% of portfolio
Lpl Financial LLC Fort Mill, SC

2.3M
Shares

$115 Million
0.06% of portfolio
Gradient Investments LLC

1.42M
Shares

$71.1 Million
2.02% of portfolio
Cambridge Investment Research Advisors, Inc.

1.37M
Shares

$68.8 Million
0.25% of portfolio

About INVESCO ACTIVELY MNGD ETF TR U

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