Purchases and Sales Made in Q2 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 Q2 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 |
---|---|---|---|---|---|---|---|
Aug 09, 2023
Q2 2023
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-59- 0.44% |
$2.92K - $2.94K
|
13.5K
$676K
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
SELL
|
- |
-62- 1.38% |
$3.07K - $3.09K
|
4.44K
$223K
|
|
Jul 28, 2023
Q2 2023
|
Key F Inancial Inc
|
SELL
|
- |
-67- 50.38% |
$3.32K - $3.34K
|
66
$3.32K
|
|
Aug 01, 2023
Q2 2023
|
Community Bank, N.A.
|
SELL
|
- |
-92- 1.63% |
$4.56K - $4.58K
|
5.54K
$278K
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-103- 1.73% |
$5.11K - $5.13K
|
5.85K
$294K
|
|
Aug 04, 2023
Q2 2023
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-109- 13.34% |
$5.4K - $5.43K
|
708
$35.6K
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-139- 24.09% |
$6.89K - $6.92K
|
438
$22K
|
|
Aug 04, 2023
Q2 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-161- 2.5% |
$7.98K - $8.02K
|
6.28K
$316K
|
|
Aug 04, 2023
Q2 2023
|
Parsons Capital Management Inc
|
SELL
|
- |
-200- 2.5% |
$9.91K - $9.96K
|
7.79K
$391K
|
|
Jul 20, 2023
Q2 2023
|
Davenport & CO LLC
|
SELL
|
- |
-212- 3.58% |
$10.5K - $10.6K
|
5.7K
$287K
|
|
Jul 24, 2023
Q2 2023
|
Seelaus Asset Management LLC
|
SELL
|
- |
-229- 2.12% |
$11.4K - $11.4K
|
10.6K
$532K
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-332- 5.67% |
$16.5K - $16.5K
|
5.52K
$278K
|
|
Jul 18, 2023
Q2 2023
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-341- 1.27% |
$16.9K - $17K
|
26.5K
$1.33M
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-393- 0.18% |
$19.5K - $19.6K
|
220K
$11M
|
|
Jul 28, 2023
Q2 2023
|
Bogart Wealth, LLC
|
SELL
|
- |
-445- 8.89% |
$22.1K - $22.2K
|
4.56K
$229K
|
|
Jul 14, 2023
Q2 2023
|
4 J Wealth Management LLC
|
SELL
|
- |
-450- 4.88% |
$22.3K - $22.4K
|
8.76K
$441K
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
SELL
|
- |
-500- 14.29% |
$24.8K - $24.9K
|
3K
$151K
|
|
Jul 28, 2023
Q2 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-574- 6.72% |
$28.5K - $28.6K
|
7.97K
$401K
|
|
Aug 07, 2023
Q2 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-609- 12.34% |
$30.2K - $30.3K
|
4.33K
$217K
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-647- 4.99% |
$32.1K - $32.2K
|
12.3K
$619K
|
|
Aug 07, 2023
Q2 2023
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-690- 5.57% |
$34.2K - $34.4K
|
11.7K
$588K
|
|
Jul 11, 2023
Q2 2023
|
Pasadena Private Wealth, LLC
Pasadena, CA |
SELL
|
- |
-713- 0.23% |
$35.3K - $35.5K
|
303K
$15.2M
|
|
Aug 11, 2023
Q2 2023
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-725- 13.92% |
$35.9K - $36.1K
|
4.48K
$225K
|
|
Jul 17, 2023
Q2 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-828- 3.31% |
$41K - $41.2K
|
24.2K
$1.22M
|
|
Aug 14, 2023
Q2 2023
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-977- 13.84% |
$48.4K - $48.7K
|
6.08K
$306K
|
|
Aug 08, 2023
Q2 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-985- 13.71% |
$48.8K - $49.1K
|
6.2K
$312K
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-990- 0.82% |
$49.1K - $49.3K
|
120K
$6.04M
|
|
Jul 24, 2023
Q2 2023
|
Calton & Associates, Inc.
|
SELL
|
- |
-1.11K- 10.21% |
$54.9K - $55.2K
|
9.74K
$490K
|
|
Aug 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-1.17K- 95.81% |
$57.8K - $58.1K
|
51
$2.56K
|
|
Aug 14, 2023
Q2 2023
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-1.27K- 20.21% |
$62.7K - $63K
|
5K
$251K
|
|
Jul 31, 2023
Q2 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-1.3K- 6.95% |
$64.4K - $64.7K
|
17.4K
$874K
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.31K- 3.37% |
$64.8K - $65.2K
|
37.5K
$1.88M
|
|
Jul 20, 2023
Q2 2023
|
Duncker Streett & CO Inc
|
SELL
|
- |
-1.39K- 1.7% |
$68.7K - $69K
|
80K
$4.02M
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.39K- 1.44% |
$69.1K - $69.4K
|
95.3K
$4.79M
|
|
Jul 25, 2023
Q2 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-1.72K- 12.11% |
$85.5K - $85.9K
|
12.5K
$629K
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.75K- 24.68% |
$86.7K - $87.2K
|
5.34K
$268K
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.75K- 24.68% |
$86.7K - $87.2K
|
5.34K
$268K
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-1.8K- 9.59% |
$89.1K - $89.5K
|
16.9K
$852K
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.8K- 2.08% |
$89.2K - $89.6K
|
84.8K
$4.26M
|
|
Jul 27, 2023
Q2 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-1.95K- 14.8% |
$96.6K - $97.1K
|
11.2K
$564K
|
|
Jul 24, 2023
Q2 2023
|
Signature Wealth Management Partners, LLC
|
SELL
|
- |
-2.04K- 30.45% |
$101K - $102K
|
4.66K
$234K
|
|
Apr 22, 2024
Q2 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-2.13K- 5.98% |
$106K - $106K
|
33.5K
$1.68M
|
|
Jul 13, 2023
Q2 2023
|
Randolph CO Inc
Cincinnati, OH |
SELL
|
- |
-2.17K- 34.22% |
$107K - $108K
|
4.16K
$209K
|
|
Aug 04, 2023
Q2 2023
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-2.29K- 4.88% |
$114K - $114K
|
44.6K
$2.24M
|
|
Aug 14, 2023
Q2 2023
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-2.39K- 12.5% |
$119K - $119K
|
16.7K
$841K
|
|
Jul 26, 2023
Q2 2023
|
National Bank Of Canada
|
SELL
|
- |
-2.49K- 12.17% |
$123K - $124K
|
18K
$903K
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-2.74K- 21.34% |
$136K - $137K
|
10.1K
$509K
|
|
Jul 18, 2023
Q2 2023
|
Atwood & Palmer Inc
|
SELL
|
- |
-2.85K- 1.62% |
$141K - $142K
|
173K
$8.7M
|
|
Jul 31, 2023
Q2 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-2.97K- 2.89% |
$147K - $148K
|
99.7K
$5.01M
|
|
Aug 03, 2023
Q2 2023
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-3.28K- 0.79% |
$163K - $163K
|
414K
$20.8M
|