Purchases and Sales Made in Q1 2024 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 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 18, 2024
Q1 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
6.61KNew |
$329K - $331K
|
6.61K
$332K
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
6.58KNew |
$328K - $329K
|
6.58K
$331K
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
6.1KNew |
$303K - $305K
|
6.1K
$306K
|
|
|
May 09, 2024
Q1 2024
|
Swan Global Investments, LLC
Durango, CO |
BUY
|
- |
5.9KNew |
$294K - $295K
|
5.9K
$296K
|
|
|
May 13, 2024
Q1 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
5.51K+ 46.57% |
$274K - $275K
|
17.3K
$870K
|
|
|
May 15, 2024
Q1 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
5.35K+ 10.4% |
$266K - $268K
|
56.8K
$2.85M
|
|
|
May 15, 2024
Q1 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
5.27KNew |
$262K - $263K
|
5.27K
$265K
|
|
|
May 08, 2024
Q1 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
4.9KNew |
$244K - $245K
|
4.9K
$246K
|
|
|
Apr 29, 2024
Q1 2024
|
ETF Store, Inc.
|
BUY
|
- |
4.77K+ 36.68% |
$237K - $238K
|
17.8K
$892K
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
4.75K+ 18.04% |
$237K - $238K
|
31.1K
$1.56M
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
4.65K+ 7756.67% |
$232K - $233K
|
4.71K
$237K
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
4.22K+ 5.14% |
$210K - $211K
|
86.4K
$4.34M
|
|
|
May 14, 2024
Q1 2024
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
4.13KNew |
$205K - $206K
|
4.13K
$207K
|
|
|
Apr 12, 2024
Q1 2024
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
4.06K+ 6.47% |
$202K - $203K
|
66.9K
$3.36M
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
3.35K+ 62.15% |
$166K - $167K
|
8.73K
$438K
|
|
|
Apr 15, 2024
Q1 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
3.24K+ 11.31% |
$161K - $162K
|
31.9K
$1.6M
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.13K+ 3.76% |
$156K - $156K
|
86.2K
$4.33M
|
|
|
Apr 30, 2024
Q1 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
3.05K+ 5.65% |
$152K - $153K
|
57.1K
$2.87M
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
3.02K+ 23.8% |
$150K - $151K
|
15.7K
$790K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
2.67KNew |
$133K - $133K
|
2.67K
$134K
|
|
|
May 15, 2024
Q1 2024
|
Eight 31 Financial LLC
Midland, TX |
BUY
|
- |
2.52K+ 14.5% |
$125K - $126K
|
19.9K
$999K
|
|
|
May 09, 2024
Q1 2024
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
2.29K+ 23.64% |
$114K - $114K
|
12K
$601K
|
|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
2.26K+ 17.57% |
$112K - $113K
|
15.1K
$759K
|
|
|
May 15, 2024
Q1 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
2.01K+ 401.4% |
$99.9K - $100K
|
2.51K
$126K
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
1.99K+ 19.39% |
$98.9K - $99.4K
|
12.2K
$614K
|
|
|
May 14, 2024
Q1 2024
|
Warwick Investment Management, Inc.
|
BUY
|
- |
1.67K+ 6.09% |
$82.9K - $83.3K
|
29K
$1.46M
|
|
|
Apr 23, 2024
Q1 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
1.59K+ 15.72% |
$79.3K - $79.7K
|
11.7K
$589K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.28K+ 26.67% |
$63.4K - $63.8K
|
6.06K
$304K
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.11K+ 2.29% |
$55.3K - $55.6K
|
49.7K
$2.5M
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
1.04K+ 8.25% |
$51.8K - $52K
|
13.6K
$685K
|
|
|
May 08, 2024
Q1 2024
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
1.03K+ 5.54% |
$51.3K - $51.5K
|
19.6K
$985K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.03KNew |
$51.2K - $51.5K
|
1.03K
$51.7K
|
|
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
BUY
|
- |
921New |
$45.8K - $46.1K
|
921
$46.3K
|
|
|
May 08, 2024
Q1 2024
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
899+ 5.67% |
$44.7K - $45K
|
16.8K
$841K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
895+ 44.53% |
$44.5K - $44.8K
|
2.91K
$146K
|
|
|
Apr 22, 2024
Q1 2024
|
4 J Wealth Management LLC
|
BUY
|
- |
862+ 9.84% |
$42.9K - $43.1K
|
9.63K
$483K
|
|
|
Apr 23, 2024
Q1 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
829New |
$41.3K - $41.5K
|
829
$41.6K
|
|
|
Apr 30, 2024
Q1 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
700+ 5.91% |
$34.8K - $35K
|
12.5K
$630K
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
460+ 1.23% |
$22.9K - $23K
|
38K
$1.91M
|
|
|
Apr 24, 2024
Q1 2024
|
Pitti Group Wealth Management, LLC
|
BUY
|
- |
440+ 3.83% |
$21.9K - $22K
|
11.9K
$599K
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
400New |
$19.9K - $20K
|
400
$20.1K
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
345+ 2.32% |
$17.2K - $17.3K
|
15.2K
$764K
|
|
|
May 14, 2024
Q1 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
326New |
$16.2K - $16.3K
|
326
$16.4K
|
|
|
May 13, 2024
Q1 2024
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
250+ 4.26% |
$12.4K - $12.5K
|
6.11K
$307K
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
249+ 4.24% |
$12.4K - $12.5K
|
6.12K
$308K
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
228+ 2.69% |
$11.3K - $11.4K
|
8.7K
$437K
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
194+ 13.07% |
$9.65K - $9.7K
|
1.68K
$84.3K
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
186+ 1.09% |
$9.26K - $9.3K
|
17.3K
$867K
|
|
|
Apr 16, 2024
Q1 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
183New |
$9.11K - $9.15K
|
183
$9.19K
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
146New |
$7.26K - $7.3K
|
146
$7.33K
|