Purchases and Sales Made in Q1 2025 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 2025. 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 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1.38K+ 5.4% |
$68.9K - $69.2K
|
26.9K
$1.34M
|
|
|
May 05, 2025
Q1 2025
|
ETF Store, Inc.
|
BUY
|
- |
1.23K+ 6.25% |
$61.5K - $61.8K
|
20.9K
$1.04M
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
1.13KNew |
$56.3K - $56.6K
|
1.13K
$56.3K
|
|
|
May 13, 2025
Q1 2025
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
1.05K+ 11.56% |
$52.3K - $52.6K
|
10.1K
$505K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.01K+ 5.41% |
$50.3K - $50.6K
|
19.6K
$980K
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
980+ 0.74% |
$49K - $49.3K
|
133K
$6.63M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
945+ 4.34% |
$47.3K - $47.5K
|
22.7K
$1.14M
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
916New |
$45.8K - $46K
|
916
$45.8K
|
|
|
May 15, 2025
Q1 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
841+ 1.6% |
$42.1K - $42.3K
|
53.5K
$2.68M
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
802+ 14.24% |
$40.1K - $40.3K
|
6.44K
$322K
|
|
|
May 01, 2025
Q1 2025
|
B & T Capital Management Dba Alpha Capital Management
|
BUY
|
- |
800+ 4.71% |
$40K - $40.2K
|
17.8K
$890K
|
|
|
May 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
781+ 18.66% |
$39.1K - $39.3K
|
4.97K
$248K
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
623+ 13.85% |
$31.2K - $31.3K
|
5.12K
$256K
|
|
|
Apr 09, 2025
Q1 2025
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
577+ 2.34% |
$28.9K - $29K
|
25.2K
$1.26M
|
|
|
Apr 11, 2025
Q1 2025
|
Pitti Group Wealth Management, LLC
|
BUY
|
- |
562+ 2.5% |
$28.1K - $28.3K
|
23.1K
$1.15M
|
|
|
Apr 08, 2025
Q1 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
561+ 6.62% |
$28.1K - $28.2K
|
9.04K
$452K
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
508+ 1.21% |
$25.4K - $25.5K
|
42.7K
$2.13M
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
400+ 8.16% |
$20K - $20.1K
|
5.3K
$265K
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
393+ 0.31% |
$19.7K - $19.8K
|
126K
$6.32M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
266+ 2.85% |
$13.3K - $13.4K
|
9.59K
$480K
|
|
|
May 20, 2025
Q1 2025
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
265New |
$13.3K - $13.3K
|
265
$13.3K
|
|
|
May 14, 2025
Q1 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
221+ 0.88% |
$11.1K - $11.1K
|
25.3K
$1.26M
|
|
|
May 06, 2025
Q1 2025
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
181+ 2.02% |
$9.06K - $9.1K
|
9.13K
$456K
|
|
|
Apr 15, 2025
Q1 2025
|
Sterling Financial Group, Inc.
Pasadena, CA |
BUY
|
- |
176+ 0.16% |
$8.81K - $8.85K
|
113K
$5.64M
|
|
|
Apr 21, 2025
Q1 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
175+ 1.35% |
$8.76K - $8.8K
|
13.1K
$655K
|
|
|
May 12, 2025
Q1 2025
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
128+ 1.21% |
$6.4K - $6.43K
|
10.7K
$538K
|
|
|
Apr 10, 2025
Q1 2025
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
106+ 1.3% |
$5.3K - $5.33K
|
8.29K
$415K
|
|
|
May 08, 2025
Q1 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
104+ 0.6% |
$5.2K - $5.23K
|
17.4K
$868K
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
86+ 1.41% |
$4.3K - $4.32K
|
6.17K
$309K
|
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
79+ 1.2% |
$3.95K - $3.97K
|
6.68K
$334K
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
36New |
$1.8K - $1.81K
|
36
$1.8K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
35+ 8.75% |
$1.75K - $1.76K
|
435
$21.8K
|
|
|
Apr 15, 2025
Q1 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
15New |
$750 - $754
|
15
$750
|
|
|
Apr 17, 2025
Q1 2025
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
10+ 0.06% |
$500 - $503
|
17.4K
$873K
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
6+ 0.13% |
$300 - $302
|
4.51K
$226K
|
|
|
May 15, 2025
Q1 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
4+ 1.22% |
$200 - $201
|
331
$16.6K
|
|
|
Apr 25, 2025
Q1 2025
|
Jnba Financial Advisors
|
BUY
|
- |
2+ 1.45% |
$100 - $101
|
140
$7K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2+ 1.38% |
$100 - $101
|
147
$7.35K
|
|
|
May 07, 2025
Q1 2025
|
Ridgewood Investments LLC
|
SELL
|
- |
-1- 0.24% |
$50 - $50.3
|
413
$20.7K
|
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-1- 9.09% |
$50 - $50.3
|
10
$500
|
|
|
Apr 14, 2025
Q1 2025
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-24- 0.12% |
$1.2K - $1.21K
|
20.7K
$1.04M
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-35- 2.15% |
$1.75K - $1.76K
|
1.59K
$79.7K
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-45- 42.45% |
$2.25K - $2.26K
|
61
$3.05K
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-61- 3.46% |
$3.05K - $3.07K
|
1.7K
$85.1K
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-91- 1.76% |
$4.55K - $4.57K
|
5.08K
$254K
|
|
|
May 12, 2025
Q1 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-100- 2.18% |
$5K - $5.03K
|
4.48K
$224K
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-105- 1.47% |
$5.25K - $5.28K
|
7.03K
$352K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-139- 2.16% |
$6.95K - $6.99K
|
6.3K
$315K
|
|
|
Apr 17, 2025
Q1 2025
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-172- 1.52% |
$8.61K - $8.65K
|
11.1K
$557K
|
|
|
May 09, 2025
Q1 2025
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-177- 3.32% |
$8.86K - $8.9K
|
5.16K
$258K
|