Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 07, 2025
Q2 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
80K+ 11.04% |
$4M - $4.02M
|
804K
$40.3M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
50.6K+ 37.23% |
$2.53M - $2.54M
|
186K
$9.34M
|
|
|
Jul 21, 2025
Q2 2025
|
Warwick Investment Management, Inc.
|
BUY
|
- |
40.9KNew |
$2.04M - $2.06M
|
40.9K
$2.05M
|
|
|
Jul 16, 2025
Q2 2025
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
17.4KNew |
$867K - $872K
|
17.4K
$869K
|
|
|
Jul 18, 2025
Q2 2025
|
Parsons Capital Management Inc
|
BUY
|
- |
14.4K+ 223.24% |
$721K - $725K
|
20.9K
$1.05M
|
|
|
Jul 09, 2025
Q2 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
13.4KNew |
$669K - $673K
|
13.4K
$671K
|
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
10.9K+ 3.71% |
$543K - $547K
|
304K
$15.2M
|
|
|
Jul 23, 2025
Q2 2025
|
Triasima Portfolio Management Inc.
|
BUY
|
- |
7.99KNew |
$399K - $401K
|
7.99K
$400K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
7.63K+ 7.52% |
$381K - $383K
|
109K
$5.46M
|
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
7.3K+ 45.59% |
$365K - $367K
|
23.3K
$1.17M
|
|
|
Jul 07, 2025
Q2 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
6.79K+ 9.75% |
$339K - $341K
|
76.4K
$3.83M
|
|
|
Jul 15, 2025
Q2 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
6.3KNew |
$315K - $316K
|
6.3K
$316K
|
|
|
Jul 16, 2025
Q2 2025
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
5.86K+ 1.86% |
$293K - $295K
|
322K
$16.1M
|
|
|
Jul 10, 2025
Q2 2025
|
Sterling Financial Group, Inc.
Pasadena, CA |
BUY
|
- |
4.37K+ 3.88% |
$219K - $220K
|
117K
$5.87M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
4.37KNew |
$218K - $219K
|
4.37K
$219K
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
4.22KNew |
$211K - $212K
|
4.22K
$212K
|
|
|
Jul 24, 2025
Q2 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
4.11K+ 1.18% |
$205K - $206K
|
353K
$17.7M
|
|
|
Jul 07, 2025
Q2 2025
|
Trust CO
|
BUY
|
- |
3.08K+ 6.47% |
$154K - $155K
|
50.7K
$2.54M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.09K+ 1422.45% |
$105K - $105K
|
2.24K
$112K
|
|
|
Jul 10, 2025
Q2 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
1.8K+ 9.2% |
$90K - $90.5K
|
21.4K
$1.07M
|
|
|
Jul 18, 2025
Q2 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
1.41K+ 10.72% |
$70.2K - $70.6K
|
14.5K
$727K
|
|
|
Jul 01, 2025
Q2 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
1.31K+ 14.44% |
$65.2K - $65.6K
|
10.3K
$518K
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
BUY
|
- |
1.07K+ 19.35% |
$53.3K - $53.6K
|
6.58K
$330K
|
|
|
Jul 14, 2025
Q2 2025
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
BUY
|
- |
829+ 2.22% |
$41.4K - $41.7K
|
38.1K
$1.91M
|
|
|
Jul 15, 2025
Q2 2025
|
Pitti Group Wealth Management, LLC
|
BUY
|
- |
749+ 3.24% |
$37.4K - $37.6K
|
23.8K
$1.19M
|
|
|
Jul 23, 2025
Q2 2025
|
1 North Wealth Services LLC
Annapolis, MD |
BUY
|
- |
731+ 0.49% |
$36.5K - $36.7K
|
149K
$7.46M
|
|
|
Jul 17, 2025
Q2 2025
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
635+ 7.12% |
$31.7K - $31.9K
|
9.56K
$479K
|
|
|
Jul 17, 2025
Q2 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
271+ 2.12% |
$13.5K - $13.6K
|
13K
$653K
|
|
|
Jul 15, 2025
Q2 2025
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
218+ 0.43% |
$10.9K - $11K
|
50.9K
$2.55M
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
BUY
|
- |
208New |
$10.4K - $10.5K
|
208
$10.4K
|
|
|
Jul 16, 2025
Q2 2025
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
100+ 1.21% |
$5K - $5.03K
|
8.39K
$420K
|
|
|
Jul 11, 2025
Q2 2025
|
Weatherly Asset Management L. P.
|
BUY
|
- |
75+ 0.4% |
$3.75K - $3.77K
|
18.7K
$936K
|
|
|
Jul 18, 2025
Q2 2025
|
Astor Investment Management LLC
|
BUY
|
- |
42New |
$2.1K - $2.11K
|
42
$2.1K
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
2+ 0.12% |
$100 - $101
|
1.7K
$85.4K
|
|
|
Jul 17, 2025
Q2 2025
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-10- 0.06% |
$500 - $503
|
17.4K
$874K
|
|
|
Jul 24, 2025
Q2 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-18- 12.86% |
$900 - $905
|
122
$6.11K
|
|
|
Jul 24, 2025
Q2 2025
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
- |
-96- 0.29% |
$4.8K - $4.82K
|
33K
$1.65M
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-99- 14.04% |
$4.95K - $4.98K
|
606
$30.4K
|
|
|
Jul 09, 2025
Q2 2025
|
Westbourne Investments, Inc.
Arlington, VA |
SELL
|
- |
-200- 2.13% |
$10K - $10.1K
|
9.2K
$461K
|
|
|
Jul 15, 2025
Q2 2025
|
Legacy Solutions, LLC
Kennett Square, PA |
SELL
|
- |
-275- 0.9% |
$13.7K - $13.8K
|
30.1K
$1.51M
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-315- 1.88% |
$15.7K - $15.8K
|
16.5K
$825K
|
|
|
Jul 14, 2025
Q2 2025
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-386- 7.48% |
$19.3K - $19.4K
|
4.77K
$239K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-720- 13.58% |
$36K - $36.2K
|
4.58K
$230K
|
|
|
Jul 08, 2025
Q2 2025
|
Atwood & Palmer Inc
|
SELL
|
- |
-1.05K- 27.63% |
$52.5K - $52.8K
|
2.75K
$138K
|
|
|
Jul 08, 2025
Q2 2025
|
Paladin Wealth, LLC
Arden Hills, MN |
SELL
|
- |
-1.37K- 5.42% |
$68.2K - $68.6K
|
23.8K
$1.19M
|
|
|
Jul 16, 2025
Q2 2025
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-1.49K- 2.31% |
$74.6K - $75K
|
63.1K
$3.16M
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.84K- 19.46% |
$91.8K - $92.3K
|
7.6K
$381K
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-2.25K- 4.82% |
$113K - $113K
|
44.4K
$2.23M
|
|
|
Jul 15, 2025
Q2 2025
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-2.32K- 11.19% |
$116K - $117K
|
18.4K
$923K
|
|
|
Jul 15, 2025
Q2 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-3.08K- 8.08% |
$154K - $155K
|
35.1K
$1.76M
|