Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.82K+ 42.8% |
$140K - $141K
|
9.4K
$471K
|
|
|
Aug 14, 2024
Q2 2024
|
Scotia Capital Inc.
|
BUY
|
- |
2.74K+ 1.8% |
$136K - $137K
|
155K
$7.77M
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
2.7K+ 44.57% |
$134K - $135K
|
8.76K
$439K
|
|
|
Aug 09, 2024
Q2 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
2.43K+ 17.04% |
$121K - $121K
|
16.7K
$835K
|
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
BUY
|
- |
2.38K+ 125.75% |
$119K - $119K
|
4.28K
$214K
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.34K+ 24.88% |
$116K - $117K
|
11.7K
$589K
|
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.28K+ 22.64% |
$113K - $114K
|
12.3K
$618K
|
|
|
Aug 01, 2024
Q2 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
2.26K+ 16.57% |
$112K - $113K
|
15.9K
$797K
|
|
|
Aug 01, 2024
Q2 2024
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
2.25K+ 11.41% |
$112K - $112K
|
21.9K
$1.1M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
2.09K+ 10.7% |
$104K - $105K
|
21.6K
$1.08M
|
|
|
Aug 14, 2024
Q2 2024
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
1.89K+ 30.93% |
$94.1K - $94.7K
|
8K
$401K
|
|
|
Aug 01, 2024
Q2 2024
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
1.87K+ 9.56% |
$93.3K - $93.9K
|
21.5K
$1.08M
|
|
|
Aug 12, 2024
Q2 2024
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
1.69K+ 40.82% |
$83.9K - $84.4K
|
5.81K
$291K
|
|
|
Aug 05, 2024
Q2 2024
|
ETF Store, Inc.
|
BUY
|
- |
1.58K+ 8.89% |
$78.6K - $79.1K
|
19.3K
$969K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
1.2K+ 11.21% |
$59.8K - $60.2K
|
11.9K
$597K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.18K+ 1.62% |
$58.6K - $59K
|
73.8K
$3.7M
|
|
|
Jul 17, 2024
Q2 2024
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
1.11K+ 8.23% |
$55.1K - $55.5K
|
14.6K
$730K
|
|
|
Aug 02, 2024
Q2 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
1.02K+ 2.0% |
$50.5K - $50.8K
|
51.9K
$2.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
994+ 1.75% |
$49.5K - $49.8K
|
57.8K
$2.9M
|
|
|
Jul 29, 2024
Q2 2024
|
Key F Inancial Inc
|
BUY
|
- |
971+ 1471.21% |
$48.3K - $48.6K
|
1.04K
$52K
|
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
957+ 15.7% |
$47.6K - $47.9K
|
7.05K
$353K
|
|
|
Jul 15, 2024
Q2 2024
|
Trust CO
|
BUY
|
- |
940+ 2.21% |
$46.8K - $47.1K
|
43.5K
$2.18M
|
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
850+ 4.81% |
$42.3K - $42.6K
|
18.5K
$928K
|
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
626+ 4.11% |
$31.2K - $31.4K
|
15.8K
$794K
|
|
|
Aug 13, 2024
Q2 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
574+ 2.27% |
$28.6K - $28.8K
|
25.9K
$1.3M
|
|
|
Aug 19, 2024
Q2 2024
|
Hershey Financial Advisers, LLC
Lancaster, PA |
BUY
|
- |
526New |
$26.2K - $26.3K
|
526
$26.4K
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
260+ 6.43% |
$12.9K - $13K
|
4.3K
$216K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
247+ 85.17% |
$12.3K - $12.4K
|
537
$26.9K
|
|
|
Sep 11, 2024
Q2 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
241New |
$12K - $12.1K
|
241
$12.1K
|
|
|
Aug 07, 2024
Q2 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
238+ 5.12% |
$11.8K - $11.9K
|
4.89K
$245K
|
|
|
Jul 31, 2024
Q2 2024
|
Astor Investment Management LLC
|
BUY
|
- |
233New |
$11.6K - $11.7K
|
233
$11.7K
|
|
|
Jul 25, 2024
Q2 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
224+ 1.79% |
$11.1K - $11.2K
|
12.8K
$639K
|
|
|
Aug 08, 2024
Q2 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
204+ 183.78% |
$10.2K - $10.2K
|
315
$15.8K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
194+ 6.68% |
$9.66K - $9.72K
|
3.1K
$155K
|
|
|
Aug 13, 2024
Q2 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
159New |
$7.91K - $7.96K
|
159
$7.97K
|
|
|
Aug 07, 2024
Q2 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
98+ 2450.0% |
$4.88K - $4.91K
|
102
$5.11K
|
|
|
Aug 07, 2024
Q2 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
96+ 1.5% |
$4.78K - $4.81K
|
6.49K
$325K
|
|
|
Jul 31, 2024
Q2 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
93+ 0.62% |
$4.63K - $4.66K
|
15.2K
$762K
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
84New |
$4.18K - $4.21K
|
84
$4.21K
|
|
|
Jul 18, 2024
Q2 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
42+ 5.07% |
$2.09K - $2.1K
|
871
$43.6K
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
40+ 0.78% |
$1.99K - $2K
|
5.15K
$258K
|
|
|
Jul 22, 2024
Q2 2024
|
Jnba Financial Advisors
|
BUY
|
- |
32+ 31.07% |
$1.59K - $1.6K
|
135
$6.76K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
22New |
$1.09K - $1.1K
|
22
$1.1K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
11+ 0.15% |
$547 - $551
|
7.27K
$364K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
7+ 0.06% |
$348 - $351
|
11.8K
$593K
|
|
|
Jul 31, 2024
Q2 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
6+ 0.13% |
$299 - $301
|
4.49K
$225K
|
|
|
Jul 26, 2024
Q2 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1+ 0.02% |
$49.8 - $50.1
|
4.9K
$246K
|
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-23- 1.21% |
$1.14K - $1.15K
|
1.87K
$93.8K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-33- 1.24% |
$1.64K - $1.65K
|
2.63K
$132K
|
|
|
Aug 13, 2024
Q2 2024
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
SELL
|
- |
-47- 0.94% |
$2.34K - $2.35K
|
4.97K
$249K
|