Purchases and Sales Made in Q1 2022 in Invesco Actively Mngd ETF Tr U (GSY)
This table provides information about the institutional ownership of Invesco Actively Mngd ETF Tr U (GSY) during Q1 2022. The information is specifically focused on institutions that hold shares of INVESCO ACTIVELY MNGD ETF TR U.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 09, 2022
Q1 2022
|
Treasure Coast Financial Planning
|
SELL
|
- |
-2.55K- 37.85% |
$127K - $128K
|
4.18K
$210K
|
|
Apr 19, 2022
Q1 2022
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-2.72K- 33.08% |
$135K - $137K
|
5.49K
$276K
|
|
Apr 29, 2022
Q1 2022
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-2.79K- 10.72% |
$139K - $140K
|
23.3K
$1.17M
|
|
May 16, 2022
Q1 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-2.98KClosed |
$149K - $150K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-3KClosed |
$149K - $151K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Hb Wealth Management, LLC
|
SELL
|
- |
-3K- 27.47% |
$149K - $151K
|
7.92K
$398K
|
|
Apr 11, 2022
Q1 2022
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-3.22K- 8.39% |
$160K - $162K
|
35.2K
$1.77M
|
|
Apr 21, 2022
Q1 2022
|
Provident Wealth Management, LLC
|
SELL
|
- |
-3.42K- 25.7% |
$170K - $172K
|
9.89K
$497K
|
|
May 09, 2022
Q1 2022
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-3.57K- 5.72% |
$178K - $179K
|
58.8K
$2.95M
|
|
Apr 18, 2022
Q1 2022
|
Clarity Financial LLC
|
SELL
|
- |
-3.57K- 16.79% |
$178K - $180K
|
17.7K
$889K
|
|
Apr 07, 2022
Q1 2022
|
Acg Wealth
|
SELL
|
- |
-3.65K- 24.21% |
$182K - $184K
|
11.4K
$574K
|
|
May 10, 2022
Q1 2022
|
Amg National Trust Bank
|
SELL
|
- |
-4KClosed |
$199K - $201K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Meitav Dash Investments LTD
|
SELL
|
- |
-4.09K- 48.91% |
$204K - $206K
|
4.28K
$215K
|
|
Apr 22, 2022
Q1 2022
|
Benedetti & Gucer, Inc.
|
SELL
|
- |
-4.12KClosed |
$205K - $207K
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-4.16KClosed |
$207K - $209K
|
0
$0
|
|
Apr 14, 2022
Q1 2022
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-4.23K- 13.22% |
$211K - $213K
|
27.8K
$1.39M
|
|
May 04, 2022
Q1 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-4.44K- 9.24% |
$221K - $223K
|
43.6K
$2.19M
|
|
Apr 28, 2022
Q1 2022
|
Krilogy Financial LLC
|
SELL
|
- |
-4.45KClosed |
$222K - $224K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-4.5KClosed |
$224K - $226K
|
0
$0
|
|
Apr 22, 2022
Q1 2022
|
Bogart Wealth, LLC
|
SELL
|
- |
-4.51K- 37.85% |
$225K - $227K
|
7.41K
$372K
|
|
May 17, 2022
Q1 2022
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-4.52KClosed |
$225K - $227K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-4.81KClosed |
$239K - $242K
|
0
$0
|
|
May 04, 2022
Q1 2022
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-4.97KClosed |
$248K - $250K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-5KClosed |
$249K - $251K
|
0
$0
|
|
Aug 11, 2022
Q1 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-5K- 46.5% |
$249K - $251K
|
5.75K
$289K
|
|
Apr 28, 2022
Q1 2022
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-5.21KClosed |
$259K - $262K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Sonora Investment Management Group, LLC
Tucson, AZ |
SELL
|
- |
-5.25KClosed |
$261K - $264K
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Ceera Investments, LLC
Bellaire, TX |
SELL
|
- |
-5.51K- 6.63% |
$274K - $277K
|
77.6K
$3.9M
|
|
Apr 25, 2022
Q1 2022
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-5.71K- 38.82% |
$284K - $287K
|
9K
$452K
|
|
Apr 22, 2022
Q1 2022
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-5.79KClosed |
$288K - $291K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-6.24KClosed |
$311K - $313K
|
0
$0
|
|
May 02, 2022
Q1 2022
|
Xml Financial, LLC
|
SELL
|
- |
-6.33K- 43.56% |
$315K - $318K
|
8.2K
$412K
|
|
Apr 14, 2022
Q1 2022
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-7K- 14.57% |
$348K - $352K
|
41K
$2.06M
|
|
May 04, 2022
Q1 2022
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-7.07K- 47.38% |
$352K - $355K
|
7.85K
$394K
|
|
Apr 20, 2022
Q1 2022
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-7.36K- 18.7% |
$367K - $370K
|
32K
$1.61M
|
|
May 12, 2022
Q1 2022
|
Raymond James Trust N.A.
|
SELL
|
- |
-7.66KClosed |
$382K - $385K
|
0
$0
|
|
Apr 20, 2022
Q1 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
SELL
|
- |
-7.72K- 13.45% |
$384K - $388K
|
49.7K
$2.49M
|
|
Apr 26, 2022
Q1 2022
|
First Merchants Corp
|
SELL
|
- |
-8.06K- 2.8% |
$401K - $405K
|
279K
$14M
|
|
May 13, 2022
Q1 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-8.89K- 20.7% |
$443K - $447K
|
34.1K
$1.71M
|
|
May 09, 2022
Q1 2022
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-8.92K- 2.05% |
$444K - $448K
|
426K
$21.4M
|
|
May 10, 2022
Q1 2022
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-9.18KClosed |
$457K - $461K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
First Wilshire Securities Management Inc
Pasadena, CA |
SELL
|
- |
-9.29K- 13.99% |
$463K - $467K
|
57.1K
$2.87M
|
|
May 10, 2022
Q1 2022
|
Allen Capital Group, LLC
|
SELL
|
- |
-9.36K- 27.88% |
$466K - $470K
|
24.2K
$1.22M
|
|
May 13, 2022
Q1 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-9.7KClosed |
$483K - $488K
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-9.84K- 45.25% |
$490K - $495K
|
11.9K
$598K
|
|
May 09, 2022
Q1 2022
|
Duncker Streett & CO Inc
|
SELL
|
- |
-10.3K- 9.59% |
$513K - $518K
|
97.1K
$4.88M
|
|
May 13, 2022
Q1 2022
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-10.4K- 24.79% |
$519K - $524K
|
31.6K
$1.59M
|
|
May 06, 2022
Q1 2022
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-10.5K- 13.12% |
$523K - $528K
|
69.6K
$3.49M
|
|
May 05, 2022
Q1 2022
|
Compass Financial Advisors LLC
|
SELL
|
- |
-10.6K- 30.15% |
$530K - $535K
|
24.7K
$1.24M
|
|
Apr 11, 2022
Q1 2022
|
Legacy Private Trust Co.
|
SELL
|
- |
-11.5K- 48.82% |
$571K - $576K
|
12K
$603K
|