Latest Institutional Transactions on Invesco Actively Mngd ETF Tr U (GSY)
This table provides information on the latest institutional transactions involving Invesco Actively Mngd ETF Tr U (GSY) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 15, 2024
Q3 2024
|
Gradient Investments LLC
|
SELL
|
- |
-37.7K- 2.66% |
$1.88M - $1.9M
|
1.38M
$69.3M
|
|
|
Oct 15, 2024
Q3 2024
|
Cgc Financial Services, LLC
Lake Oswego, OR |
SELL
|
- |
-1.06K- 7.26% |
$52.8K - $53.3K
|
13.5K
$679K
|
|
|
Oct 15, 2024
Q3 2024
|
Edge Rock Capital LLC
|
BUY
|
- |
2.17K+ 48.43% |
$108K - $109K
|
6.65K
$334K
|
|
|
Oct 15, 2024
Q3 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
5.5K+ 47.25% |
$274K - $277K
|
17.1K
$860K
|
|
|
Oct 11, 2024
Q3 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
45.3K+ 32.81% |
$2.26M - $2.28M
|
183K
$9.21M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-8.47K- 3.77% |
$423K - $427K
|
216K
$10.9M
|
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-803- 16.42% |
$40.1K - $40.4K
|
4.09K
$205K
|
|
|
Oct 11, 2024
Q3 2024
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
30.2KNew |
$1.51M - $1.52M
|
30.2K
$1.52M
|
|
|
Oct 10, 2024
Q3 2024
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-552- 2.52% |
$27.5K - $27.8K
|
21.4K
$1.07M
|
|
|
Oct 10, 2024
Q3 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
186+ 1.48% |
$9.28K - $9.37K
|
12.7K
$640K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
280+ 10.66% |
$14K - $14.1K
|
2.91K
$146K
|
|
|
Oct 10, 2024
Q3 2024
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-10K- 2.97% |
$501K - $506K
|
328K
$16.5M
|
|
|
Oct 10, 2024
Q3 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
151+ 17.34% |
$7.53K - $7.61K
|
1.02K
$51.3K
|
|
|
Oct 09, 2024
Q3 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
8KNew |
$399K - $403K
|
8K
$402K
|
|
|
Oct 09, 2024
Q3 2024
|
B & T Capital Management Dba Alpha Capital Management
|
SELL
|
- |
-16.9K- 59.21% |
$842K - $850K
|
11.6K
$584K
|
|
|
Oct 08, 2024
Q3 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
SELL
|
- |
-473- 0.59% |
$23.6K - $23.8K
|
79.7K
$4M
|
|
|
Oct 08, 2024
Q3 2024
|
Northwest Capital Management Inc
|
BUY
|
- |
692+ 8650.0% |
$34.5K - $34.9K
|
700
$35.2K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-12.2K- 3.26% |
$608K - $613K
|
361K
$18.1M
|
|
|
Oct 08, 2024
Q3 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
12.5K+ 24.19% |
$626K - $632K
|
64.4K
$3.23M
|
|
|
Oct 08, 2024
Q3 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
3.4K+ 11.67% |
$170K - $171K
|
32.5K
$1.63M
|
|
|
Oct 07, 2024
Q3 2024
|
Atwood & Palmer Inc
|
SELL
|
- |
-1.58K- 26.14% |
$78.6K - $79.3K
|
4.45K
$223K
|
|
|
Oct 07, 2024
Q3 2024
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
82+ 1.36% |
$4.09K - $4.13K
|
6.11K
$307K
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
17.9K+ 67.5% |
$891K - $900K
|
44.3K
$2.23M
|
|
|
Oct 04, 2024
Q3 2024
|
Ridgewood Investments LLC
|
SELL
|
- |
-1- 0.02% |
$49.9 - $50.4
|
5.36K
$269K
|
|
|
Oct 04, 2024
Q3 2024
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
12.9K+ 17.74% |
$642K - $649K
|
85.5K
$4.29M
|
|
|
Oct 03, 2024
Q3 2024
|
Trust CO
|
BUY
|
- |
4.67K+ 10.75% |
$233K - $235K
|
48.2K
$2.42M
|
|
|
Oct 03, 2024
Q3 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
6.34KNew |
$316K - $319K
|
6.34K
$318K
|
|
| Q2 2024 | |||||||
|
Aug 30, 2024
Q2 2024
|
Brown Financial Advisors
Milford, OH |
BUY
|
- |
68.3KNew |
$3.4M - $3.42M
|
68.3K
$3.43M
|
|
|
Aug 19, 2024
Q2 2024
|
Hershey Financial Advisers, LLC
Lancaster, PA |
BUY
|
- |
526New |
$26.2K - $26.3K
|
526
$26.4K
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.77K- 14.47% |
$88.1K - $88.7K
|
10.5K
$525K
|
|
|
Aug 14, 2024
Q2 2024
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
1.89K+ 30.93% |
$94.1K - $94.7K
|
8K
$402K
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-91.7K- 37.27% |
$4.56M - $4.59M
|
154K
$7.75M
|
|
|
Aug 13, 2024
Q2 2024
|
Seelaus Asset Management LLC
|
SELL
|
- |
-701- 8.89% |
$34.9K - $35.1K
|
7.19K
$361K
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-154- 14.97% |
$7.66K - $7.71K
|
875
$43.9K
|
|
|
Aug 13, 2024
Q2 2024
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-1.36K- 10.02% |
$67.7K - $68.2K
|
12.2K
$614K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-704- 4.48% |
$35K - $35.3K
|
15K
$755K
|
|
|
Aug 13, 2024
Q2 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
159New |
$7.91K - $7.96K
|
159
$7.98K
|
|
|
Aug 13, 2024
Q2 2024
|
Retirement Capital Strategies
|
BUY
|
- |
322KNew |
$16M - $16.1M
|
322K
$16.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
SELL
|
- |
-47- 0.94% |
$2.34K - $2.35K
|
4.97K
$250K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
2.7K+ 44.57% |
$134K - $135K
|
8.76K
$440K
|
|
|
Aug 12, 2024
Q2 2024
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
1.69K+ 40.82% |
$83.9K - $84.4K
|
5.81K
$292K
|
|
|
Aug 12, 2024
Q2 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-537- 32.0% |
$26.7K - $26.9K
|
1.14K
$57.3K
|
|
|
Aug 09, 2024
Q2 2024
|
Warwick Investment Management, Inc.
|
BUY
|
- |
4.15K+ 14.29% |
$206K - $208K
|
33.2K
$1.67M
|
|
|
Aug 09, 2024
Q2 2024
|
Pitti Group Wealth Management, LLC
|
SELL
|
- |
-440- 3.69% |
$21.9K - $22K
|
11.5K
$577K
|
|
|
Aug 09, 2024
Q2 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-27.4K- 2.58% |
$1.36M - $1.37M
|
1.04M
$52M
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-400- 2.27% |
$19.9K - $20K
|
17.3K
$867K
|
|
|
Aug 08, 2024
Q2 2024
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
SELL
|
- |
-1.51K- 12.64% |
$75.3K - $75.7K
|
10.5K
$525K
|
|
|
Aug 08, 2024
Q2 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
204+ 183.78% |
$10.2K - $10.2K
|
315
$15.8K
|
|
|
Aug 07, 2024
Q2 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
98+ 2450.0% |
$4.88K - $4.91K
|
102
$5.12K
|
|
|
Aug 06, 2024
Q2 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
10KNew |
$499K - $502K
|
10K
$503K
|
|