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 |
---|---|---|---|---|---|---|---|
May 08, 2025
Q1 2025
|
Beta Wealth Group, Inc.
|
BUY
|
- |
4.08KNew |
$204K - $205K
|
4.08K
$204K
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.43K+ 186.22% |
$71.6K - $72K
|
2.2K
$110K
|
|
May 08, 2025
Q1 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
104+ 0.6% |
$5.2K - $5.23K
|
17.4K
$870K
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
79+ 1.2% |
$3.95K - $3.97K
|
6.68K
$335K
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
742K+ 28.79% |
$37.1M - $37.3M
|
3.32M
$166M
|
|
May 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
5.66KNew |
$283K - $284K
|
5.66K
$283K
|
|
May 07, 2025
Q1 2025
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
17.5KNew |
$876K - $880K
|
17.5K
$877K
|
|
May 07, 2025
Q1 2025
|
Ridgewood Investments LLC
|
SELL
|
- |
-1- 0.24% |
$50 - $50.3
|
413
$20.7K
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-1.39K- 21.15% |
$69.3K - $69.7K
|
5.17K
$259K
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
623+ 13.85% |
$31.2K - $31.3K
|
5.12K
$257K
|
|
May 06, 2025
Q1 2025
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
10.6K+ 11.55% |
$531K - $534K
|
103K
$5.14M
|
|
May 06, 2025
Q1 2025
|
Sage Advisory Services, Ltd.Co.
|
SELL
|
- |
-1.23K- 2.37% |
$61.7K - $62K
|
50.8K
$2.55M
|
|
May 06, 2025
Q1 2025
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
181+ 2.02% |
$9.06K - $9.1K
|
9.13K
$457K
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.82K+ 43.6% |
$141K - $142K
|
9.3K
$466K
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
78.2K+ 9.32% |
$3.91M - $3.93M
|
917K
$45.9M
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
35+ 8.75% |
$1.75K - $1.76K
|
435
$21.8K
|
|
May 06, 2025
Q1 2025
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
17.2K+ 11.25% |
$861K - $866K
|
170K
$8.53M
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
45.2K+ 24.11% |
$2.26M - $2.27M
|
233K
$11.7M
|
|
May 05, 2025
Q1 2025
|
ETF Store, Inc.
|
BUY
|
- |
1.23K+ 6.25% |
$61.5K - $61.8K
|
20.9K
$1.05M
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-26.1K- 82.55% |
$1.31M - $1.31M
|
5.52K
$276K
|
|
May 05, 2025
Q1 2025
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-2.81K- 9.43% |
$140K - $141K
|
27K
$1.35M
|
|
May 05, 2025
Q1 2025
|
Peterson Wealth Services
|
SELL
|
- |
-23.6K- 68.0% |
$1.18M - $1.19M
|
11.1K
$557K
|
|
May 05, 2025
Q1 2025
|
Wt Wealth Management
|
BUY
|
- |
2.33K+ 17.31% |
$116K - $117K
|
15.8K
$790K
|
|
May 05, 2025
Q1 2025
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
11.8K+ 6.34% |
$591K - $594K
|
198K
$9.92M
|
|
May 05, 2025
Q1 2025
|
Archer Investment Corp
|
SELL
|
- |
-499- 13.76% |
$25K - $25.1K
|
3.13K
$157K
|
|
May 02, 2025
Q1 2025
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
6.52KNew |
$326K - $328K
|
6.52K
$326K
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
SELL
|
- |
-257- 40.16% |
$12.9K - $12.9K
|
383
$19.2K
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-4.75K- 44.63% |
$238K - $239K
|
5.9K
$295K
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
1.13KNew |
$56.3K - $56.6K
|
1.13K
$56.4K
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
31.2K+ 6.21% |
$1.56M - $1.57M
|
533K
$26.7M
|
|
May 01, 2025
Q1 2025
|
B & T Capital Management Dba Alpha Capital Management
|
BUY
|
- |
800+ 4.71% |
$40K - $40.2K
|
17.8K
$892K
|
|
May 01, 2025
Q1 2025
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
4.6KNew |
$230K - $231K
|
4.6K
$230K
|
|
May 01, 2025
Q1 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-19.8K- 17.42% |
$989K - $994K
|
93.7K
$4.69M
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
6+ 0.13% |
$300 - $302
|
4.51K
$226K
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
6.58KNew |
$329K - $331K
|
6.58K
$330K
|
|
May 01, 2025
Q1 2025
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
39.7K+ 1527.5% |
$1.98M - $1.99M
|
42.3K
$2.12M
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-45- 42.45% |
$2.25K - $2.26K
|
61
$3.06K
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
916New |
$45.8K - $46K
|
916
$45.9K
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-3.78K- 23.2% |
$189K - $190K
|
12.5K
$627K
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
47.3K+ 6.61% |
$2.37M - $2.38M
|
763K
$38.2M
|
|
Apr 30, 2025
Q1 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-1.28K- 10.34% |
$63.9K - $64.2K
|
11.1K
$555K
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-1.5K- 80.67% |
$75.1K - $75.5K
|
360
$18K
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.55K+ 0.83% |
$77.7K - $78.1K
|
189K
$9.49M
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
10.3K+ 36.72% |
$518K - $520K
|
38.5K
$1.93M
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-12.2K- 7.16% |
$609K - $612K
|
158K
$7.91M
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
23.8K+ 6.92% |
$1.19M - $1.2M
|
368K
$18.4M
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-3.72K- 21.73% |
$186K - $187K
|
13.4K
$671K
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
20.9K+ 59.78% |
$1.05M - $1.05M
|
55.9K
$2.8M
|
|
Apr 28, 2025
Q1 2025
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
33.6K+ 14.4% |
$1.68M - $1.69M
|
267K
$13.4M
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-15.5K- 18.35% |
$776K - $779K
|
69K
$3.46M
|