Purchases and Sales Made in Q2 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 Q2 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 |
---|---|---|---|---|---|---|---|
Aug 01, 2022
Q2 2022
|
Essex LLC
|
SELL
|
- |
-300- 2.41% |
$14.8K - $14.9K
|
12.1K
$608K
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-300Closed |
$14.8K - $14.9K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-300- 5.22% |
$14.8K - $14.9K
|
5.45K
$274K
|
|
Aug 03, 2022
Q2 2022
|
Assetmark, Inc
|
SELL
|
- |
-306- 1.81% |
$15.1K - $15.2K
|
16.6K
$834K
|
|
Aug 03, 2022
Q2 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-320- 4.98% |
$15.8K - $15.9K
|
6.1K
$306K
|
|
Aug 05, 2022
Q2 2022
|
Seelaus Asset Management LLC
|
SELL
|
- |
-349- 3.01% |
$17.3K - $17.4K
|
11.2K
$564K
|
|
Aug 16, 2022
Q2 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-363- 1.61% |
$18K - $18.1K
|
22.2K
$1.11M
|
|
Aug 10, 2022
Q2 2022
|
Wealthsource Partners, LLC
|
SELL
|
- |
-376- 6.95% |
$18.6K - $18.7K
|
5.03K
$252K
|
|
Aug 04, 2022
Q2 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-403Closed |
$19.9K - $20.1K
|
0
$0
|
|
Aug 16, 2022
Q2 2022
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-403- 5.2% |
$19.9K - $20.1K
|
7.35K
$369K
|
|
Aug 15, 2022
Q2 2022
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-423- 5.85% |
$20.9K - $21.1K
|
6.81K
$342K
|
|
Aug 12, 2022
Q2 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-452- 7.05% |
$22.4K - $22.5K
|
5.96K
$299K
|
|
Jul 13, 2022
Q2 2022
|
Tsfg, LLC
|
SELL
|
- |
-496- 74.25% |
$24.5K - $24.7K
|
172
$8.63K
|
|
Jul 27, 2022
Q2 2022
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-498- 1.42% |
$24.6K - $24.8K
|
34.7K
$1.74M
|
|
Aug 10, 2022
Q2 2022
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-500- 4.2% |
$24.7K - $24.9K
|
11.4K
$572K
|
|
Aug 04, 2022
Q2 2022
|
Redwood Financial Network Corp
|
SELL
|
- |
-503- 1.96% |
$24.9K - $25.1K
|
25.2K
$1.26M
|
|
Jul 18, 2022
Q2 2022
|
Davenport & CO LLC
|
SELL
|
- |
-515- 8.01% |
$25.5K - $25.7K
|
5.92K
$297K
|
|
Jul 25, 2022
Q2 2022
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-529- 2.27% |
$26.2K - $26.4K
|
22.7K
$1.14M
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-596- 5.76% |
$29.5K - $29.7K
|
9.75K
$489K
|
|
Jul 18, 2022
Q2 2022
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-656- 2.05% |
$32.5K - $32.7K
|
31.4K
$1.57M
|
|
Aug 04, 2022
Q2 2022
|
Retirement Group, LLC
|
SELL
|
- |
-657- 30.17% |
$32.5K - $32.7K
|
1.52K
$76.3K
|
|
Jul 29, 2022
Q2 2022
|
Spectrum Management Group, LLC
|
SELL
|
- |
-682- 31.72% |
$33.8K - $34K
|
1.47K
$73.6K
|
|
Aug 15, 2022
Q2 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-751- 0.58% |
$37.2K - $37.4K
|
128K
$6.42M
|
|
Jul 21, 2022
Q2 2022
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-759- 0.95% |
$37.6K - $37.8K
|
79.1K
$3.97M
|
|
Aug 15, 2022
Q2 2022
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-763Closed |
$37.8K - $38K
|
0
$0
|
|
Jul 27, 2022
Q2 2022
|
V Wealth Advisors LLC
|
SELL
|
- |
-788- 2.79% |
$39K - $39.3K
|
27.5K
$1.38M
|
|
Aug 12, 2022
Q2 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-863- 18.03% |
$42.7K - $43K
|
3.92K
$197K
|
|
Aug 04, 2022
Q2 2022
|
Mach 1 Financial Group, LLC
Bentonville, AR |
SELL
|
- |
-918- 97.56% |
$45.4K - $45.7K
|
23
$1.15K
|
|
Aug 08, 2022
Q2 2022
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
- |
-920- 3.97% |
$45.5K - $45.8K
|
22.3K
$1.12M
|
|
Jul 27, 2022
Q2 2022
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-972- 5.84% |
$48.1K - $48.4K
|
15.7K
$787K
|
|
Aug 04, 2022
Q2 2022
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-996- 6.91% |
$49.3K - $49.6K
|
13.4K
$673K
|
|
Aug 11, 2022
Q2 2022
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-1K- 14.6% |
$49.5K - $49.8K
|
5.85K
$294K
|
|
Jul 06, 2022
Q2 2022
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-1.1K- 1.91% |
$54.5K - $54.9K
|
56.6K
$2.84M
|
|
Jul 22, 2022
Q2 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.13K- 14.7% |
$55.7K - $56.1K
|
6.54K
$328K
|
|
Aug 01, 2022
Q2 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.15K- 11.69% |
$56.9K - $57.3K
|
8.69K
$436K
|
|
Jul 26, 2022
Q2 2022
|
Community Bank, N.A.
|
SELL
|
- |
-1.18K- 10.53% |
$58.2K - $58.6K
|
9.98K
$501K
|
|
Aug 10, 2022
Q2 2022
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-1.18KClosed |
$58.2K - $58.6K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Solidarilty Wealth, LLC
Lehi, UT |
SELL
|
- |
-1.26K- 21.58% |
$62.2K - $62.6K
|
4.57K
$229K
|
|
Aug 10, 2022
Q2 2022
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-1.41K- 1.28% |
$69.8K - $70.3K
|
109K
$5.46M
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
SELL
|
- |
-1.51K- 13.18% |
$74.6K - $75.1K
|
9.93K
$498K
|
|
Mar 20, 2023
Q2 2022
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-1.67K- 3.98% |
$82.5K - $83K
|
40.2K
$2.02M
|
|
Jul 13, 2022
Q2 2022
|
Santori & Peters, Inc.
|
SELL
|
- |
-1.74K- 12.36% |
$86K - $86.6K
|
12.3K
$618K
|
|
Jul 18, 2022
Q2 2022
|
Pitti Group Wealth Management, LLC
|
SELL
|
- |
-1.9K- 12.14% |
$94.2K - $94.9K
|
13.8K
$691K
|
|
Aug 09, 2022
Q2 2022
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-2.01K- 6.79% |
$99.6K - $100K
|
27.6K
$1.39M
|
|
Aug 11, 2022
Q2 2022
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-2.3KClosed |
$114K - $115K
|
0
$0
|
|
Jul 13, 2022
Q2 2022
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-2.5K- 20.55% |
$124K - $125K
|
9.67K
$485K
|
|
Aug 15, 2022
Q2 2022
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-2.59K- 11.49% |
$128K - $129K
|
20K
$1M
|
|
Aug 15, 2022
Q2 2022
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-2.6K- 8.22% |
$129K - $129K
|
29K
$1.46M
|
|
Jul 07, 2022
Q2 2022
|
Legacy Private Trust Co.
|
SELL
|
- |
-2.68K- 22.27% |
$132K - $133K
|
9.33K
$468K
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-2.81K- 23.4% |
$139K - $140K
|
9.21K
$462K
|