Purchases and Sales Made in Q1 2023 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 2023. 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 15, 2023
Q1 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
3.95K+ 26.76% |
$195K - $197K
|
18.7K
$939K
|
|
|
Apr 10, 2023
Q1 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
3.81K+ 11.33% |
$188K - $190K
|
37.4K
$1.87M
|
|
|
May 12, 2023
Q1 2023
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
3.67KNew |
$182K - $183K
|
3.67K
$184K
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
3.62K+ 12.31% |
$179K - $180K
|
33K
$1.65M
|
|
|
May 10, 2023
Q1 2023
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
3.45K+ 37.07% |
$171K - $172K
|
12.8K
$639K
|
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
3.21KNew |
$159K - $160K
|
3.21K
$161K
|
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
2.91K+ 51.7% |
$144K - $145K
|
8.55K
$428K
|
|
|
May 09, 2023
Q1 2023
|
Warwick Investment Management, Inc.
|
BUY
|
- |
2.81K+ 15.22% |
$139K - $140K
|
21.3K
$1.07M
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
2.46K+ 3.24% |
$121K - $122K
|
78.3K
$3.93M
|
|
|
Apr 25, 2023
Q1 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.39K+ 5.4% |
$118K - $119K
|
46.6K
$2.34M
|
|
|
May 02, 2023
Q1 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
2.25K+ 13.66% |
$111K - $112K
|
18.7K
$939K
|
|
|
Apr 26, 2023
Q1 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
2.14K+ 10.08% |
$106K - $106K
|
23.3K
$1.17M
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
2.11K+ 31.55% |
$105K - $105K
|
8.81K
$442K
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
BUY
|
- |
1.38K+ 9.01% |
$68.2K - $68.6K
|
16.7K
$836K
|
|
|
May 15, 2023
Q1 2023
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
1.37KNew |
$67.7K - $68.2K
|
1.37K
$68.7K
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
1.25K+ 21.38% |
$61.8K - $62.2K
|
7.09K
$355K
|
|
|
May 15, 2023
Q1 2023
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
1.19K+ 6.64% |
$58.9K - $59.3K
|
19.1K
$959K
|
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
750+ 5.78% |
$37.1K - $37.3K
|
13.7K
$688K
|
|
|
Apr 14, 2023
Q1 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
697New |
$34.5K - $34.7K
|
697
$34.9K
|
|
|
Apr 21, 2023
Q1 2023
|
Syntal Capital Partners, LLC
Midland, TX |
BUY
|
- |
631+ 3.34% |
$31.2K - $31.4K
|
19.5K
$978K
|
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
609New |
$30.1K - $30.3K
|
609
$30.5K
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
BUY
|
- |
501+ 12.53% |
$24.8K - $24.9K
|
4.5K
$225K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
300New |
$14.8K - $14.9K
|
300
$15K
|
|
|
May 12, 2023
Q1 2023
|
Pointe Capital Management LLC
|
BUY
|
- |
294New |
$14.5K - $14.6K
|
294
$14.7K
|
|
|
Nov 04, 2024
Q1 2023
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
200New |
$9.89K - $9.95K
|
200
$10K
|
|
|
Apr 19, 2023
Q1 2023
|
Seelaus Asset Management LLC
|
BUY
|
- |
186+ 1.75% |
$9.2K - $9.26K
|
10.8K
$541K
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
168+ 107.01% |
$8.31K - $8.36K
|
325
$16.3K
|
|
|
May 15, 2023
Q1 2023
|
Xml Financial, LLC
|
BUY
|
- |
150+ 1.81% |
$7.42K - $7.47K
|
8.42K
$422K
|
|
|
Apr 26, 2023
Q1 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
78+ 0.63% |
$3.86K - $3.88K
|
12.4K
$621K
|
|
|
May 02, 2023
Q1 2023
|
Pitti Group Wealth Management, LLC
|
BUY
|
- |
70+ 0.57% |
$3.46K - $3.48K
|
12.3K
$617K
|
|
|
May 15, 2023
Q1 2023
|
ETF Store, Inc.
|
BUY
|
- |
66+ 0.64% |
$3.26K - $3.28K
|
10.4K
$519K
|
|
|
Apr 20, 2023
Q1 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
59+ 0.92% |
$2.92K - $2.94K
|
6.44K
$323K
|
|
|
Apr 18, 2023
Q1 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
39+ 0.57% |
$1.93K - $1.94K
|
6.89K
$345K
|
|
|
May 10, 2023
Q1 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
35New |
$1.73K - $1.74K
|
35
$1.75K
|
|
|
May 15, 2023
Q1 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
33+ 0.6% |
$1.63K - $1.64K
|
5.54K
$278K
|
|
|
Apr 19, 2023
Q1 2023
|
Calton & Associates, Inc.
|
BUY
|
- |
32+ 0.3% |
$1.58K - $1.59K
|
10.9K
$544K
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
10+ 0.16% |
$494 - $498
|
6.08K
$305K
|
|
|
Apr 21, 2023
Q1 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
6+ 0.12% |
$297 - $299
|
5.01K
$251K
|
|
|
Apr 25, 2023
Q1 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
1+ 0.02% |
$49.4 - $49.8
|
5.36K
$269K
|
|
|
May 01, 2023
Q1 2023
|
Jnba Financial Advisors
|
BUY
|
- |
1+ 1.03% |
$49.4 - $49.8
|
98
$4.91K
|
|
|
Apr 21, 2023
Q1 2023
|
4 J Wealth Management LLC
|
SELL
|
- |
-45- 0.49% |
$2.22K - $2.24K
|
9.21K
$462K
|
|
|
Aug 29, 2023
Q1 2023
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
SELL
|
- |
-57- 1.3% |
$2.82K - $2.84K
|
4.32K
$216K
|
|
|
May 15, 2023
Q1 2023
|
Detalus Advisors, LLC
|
SELL
|
- |
-72- 1.36% |
$3.56K - $3.58K
|
5.22K
$262K
|
|
|
May 02, 2023
Q1 2023
|
Signature Wealth Management Partners, LLC
|
SELL
|
- |
-85- 1.25% |
$4.2K - $4.23K
|
6.7K
$336K
|
|
|
Apr 20, 2023
Q1 2023
|
Provident Wealth Management, LLC
|
SELL
|
- |
-86- 1.24% |
$4.25K - $4.28K
|
6.86K
$344K
|
|
|
May 10, 2023
Q1 2023
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-87- 9.62% |
$4.3K - $4.33K
|
817
$40.9K
|
|
|
Apr 13, 2023
Q1 2023
|
Randolph CO Inc
Cincinnati, OH |
SELL
|
- |
-117- 1.81% |
$5.78K - $5.82K
|
6.33K
$317K
|
|
|
May 05, 2023
Q1 2023
|
Assetmark, Inc
|
SELL
|
- |
-134- 0.97% |
$6.62K - $6.67K
|
13.6K
$683K
|
|
|
May 10, 2023
Q1 2023
|
Redwood Financial Network Corp
|
SELL
|
- |
-149- 1.03% |
$7.37K - $7.42K
|
14.3K
$717K
|
|
|
May 12, 2023
Q1 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-153- 3.46% |
$7.56K - $7.61K
|
4.27K
$214K
|