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 10, 2023
Q3 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
602New |
$29.9K - $30K
|
602
$30.1K
|
|
| Q2 2023 | |||||||
|
Nov 04, 2024
Q2 2023
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
200New |
$9.91K - $9.96K
|
200
$10K
|
|
|
Feb 14, 2024
Q2 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
404New |
$20K - $20.1K
|
404
$20.2K
|
|
|
Aug 14, 2023
Q2 2023
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-21- 0.57% |
$1.04K - $1.05K
|
3.65K
$183K
|
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
558New |
$27.7K - $27.8K
|
558
$27.9K
|
|
|
Aug 14, 2023
Q2 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
6.85KNew |
$340K - $341K
|
6.85K
$343K
|
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-103- 1.73% |
$5.11K - $5.13K
|
5.85K
$293K
|
|
|
Aug 11, 2023
Q2 2023
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-725- 13.92% |
$35.9K - $36.1K
|
4.48K
$224K
|
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-1.8K- 9.59% |
$89.1K - $89.5K
|
16.9K
$848K
|
|
|
Aug 11, 2023
Q2 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
502New |
$24.9K - $25K
|
502
$25.1K
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-1.17K- 95.81% |
$57.8K - $58.1K
|
51
$2.55K
|
|
|
Aug 10, 2023
Q2 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
3.96KNew |
$196K - $197K
|
3.96K
$198K
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
BUY
|
- |
6+ 1.85% |
$297 - $299
|
331
$16.6K
|
|
|
Aug 08, 2023
Q2 2023
|
Belvedere Trading LLC
|
BUY
|
CALL |
5.7KNew |
$283K - $284K
|
5.7K
$285K
|
|
|
Aug 08, 2023
Q2 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-985- 13.71% |
$48.8K - $49.1K
|
6.2K
$310K
|
|
|
Aug 07, 2023
Q2 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
1.01K+ 1.33% |
$49.8K - $50.1K
|
76.8K
$3.84M
|
|
|
Aug 01, 2023
Q2 2023
|
Community Bank, N.A.
|
SELL
|
- |
-92- 1.63% |
$4.56K - $4.58K
|
5.54K
$277K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
1.39KNew |
$68.8K - $69.1K
|
1.39K
$69.4K
|
|
|
Jul 31, 2023
Q2 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-2.97K- 2.89% |
$147K - $148K
|
99.7K
$4.99M
|
|
|
Jul 26, 2023
Q2 2023
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
13New |
$644 - $648
|
13
$651
|
|
|
Jul 25, 2023
Q2 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
5.8KNew |
$288K - $289K
|
5.8K
$290K
|
|
|
Jul 24, 2023
Q2 2023
|
Signature Wealth Management Partners, LLC
|
SELL
|
- |
-2.04K- 30.45% |
$101K - $102K
|
4.66K
$233K
|
|
|
Jul 20, 2023
Q2 2023
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
4.63KNew |
$230K - $231K
|
4.63K
$232K
|
|
|
Jul 18, 2023
Q2 2023
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
6.07KNew |
$301K - $303K
|
6.07K
$304K
|
|
|
Jul 14, 2023
Q2 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
6.19K+ 33.03% |
$307K - $308K
|
24.9K
$1.25M
|
|
|
Jul 13, 2023
Q2 2023
|
Randolph CO Inc
Cincinnati, OH |
SELL
|
- |
-2.17K- 34.22% |
$107K - $108K
|
4.16K
$208K
|
|
|
Jul 12, 2023
Q2 2023
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
40.4KNew |
$2M - $2.01M
|
40.4K
$2.02M
|
|
|
Jul 11, 2023
Q2 2023
|
Brookstone Capital Management
|
BUY
|
- |
6.27KNew |
$311K - $312K
|
6.27K
$314K
|
|
| Q1 2023 | |||||||
|
May 26, 2023
Q1 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-8.95KClosed |
$443K - $445K
|
0
$0
|
|
|
May 18, 2023
Q1 2023
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
6.7KNew |
$331K - $334K
|
6.7K
$335K
|
|
|
May 15, 2023
Q1 2023
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-5.41K- 73.62% |
$268K - $269K
|
1.94K
$97K
|
|
|
May 15, 2023
Q1 2023
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
1.37KNew |
$67.7K - $68.2K
|
1.37K
$68.6K
|
|
|
May 15, 2023
Q1 2023
|
Xml Financial, LLC
|
BUY
|
- |
150+ 1.81% |
$7.42K - $7.47K
|
8.42K
$421K
|
|
|
May 12, 2023
Q1 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-3.4K- 44.99% |
$168K - $169K
|
4.16K
$208K
|
|
|
May 12, 2023
Q1 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-153- 3.46% |
$7.56K - $7.61K
|
4.27K
$214K
|
|
|
May 12, 2023
Q1 2023
|
Pointe Capital Management LLC
|
BUY
|
- |
294New |
$14.5K - $14.6K
|
294
$14.7K
|
|
|
May 10, 2023
Q1 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
35New |
$1.73K - $1.74K
|
35
$1.75K
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
6.4KNew |
$316K - $319K
|
6.4K
$320K
|
|
|
May 03, 2023
Q1 2023
|
Compass Financial Advisors LLC
|
SELL
|
- |
-500- 2.18% |
$24.7K - $24.9K
|
22.4K
$1.12M
|
|
|
May 01, 2023
Q1 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
17.3K+ 195.82% |
$855K - $860K
|
26.1K
$1.31M
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
300New |
$14.8K - $14.9K
|
300
$15K
|
|
|
Apr 20, 2023
Q1 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-2.07K- 28.27% |
$102K - $103K
|
5.25K
$263K
|
|
|
Apr 14, 2023
Q1 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
697New |
$34.5K - $34.7K
|
697
$34.9K
|
|
|
Apr 14, 2023
Q1 2023
|
Ledge Wealth Management, Inc.
|
SELL
|
- |
-2.51K- 26.45% |
$124K - $125K
|
6.98K
$349K
|
|
|
Apr 12, 2023
Q1 2023
|
Legacy Private Trust Co.
|
BUY
|
- |
5.05KNew |
$250K - $251K
|
5.05K
$253K
|
|
|
Apr 07, 2023
Q1 2023
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-6.04K- 59.55% |
$298K - $300K
|
4.1K
$205K
|
|
| Q4 2022 | |||||||
|
Sep 06, 2024
Q4 2022
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-5K- 45.45% |
$246K - $248K
|
6K
$300K
|
|
|
Jul 31, 2024
Q4 2022
|
First American Bank
Dundee, IL |
SELL
|
- |
-8.16KClosed |
$402K - $405K
|
0
$0
|
|
|
Oct 02, 2023
Q4 2022
|
Ceera Investments, LLC
Bellaire, TX |
BUY
|
- |
29.4KNew |
$1.45M - $1.46M
|
29.4K
$1.47M
|
|
|
Feb 14, 2023
Q4 2022
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-1.4M- 97.98% |
$69M - $69.5M
|
28.9K
$1.45M
|
|