Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
151New |
$7.53K - $7.61K
|
151
$7.58K
|
|
|
Oct 10, 2024
Q3 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
151+ 17.34% |
$7.53K - $7.61K
|
1.02K
$51.3K
|
|
|
Oct 23, 2024
Q3 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
117+ 2.17% |
$5.84K - $5.89K
|
5.51K
$277K
|
|
|
Nov 12, 2024
Q3 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
108+ 0.85% |
$5.39K - $5.44K
|
12.9K
$646K
|
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
86+ 1.33% |
$4.29K - $4.33K
|
6.57K
$330K
|
|
|
Oct 07, 2024
Q3 2024
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
82+ 1.36% |
$4.09K - $4.13K
|
6.11K
$306K
|
|
|
Nov 12, 2024
Q3 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
81+ 33.61% |
$4.04K - $4.08K
|
322
$16.2K
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
57New |
$2.84K - $2.87K
|
57
$2.86K
|
|
|
Nov 14, 2024
Q3 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
51+ 0.37% |
$2.54K - $2.57K
|
13.9K
$699K
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
23New |
$1.15K - $1.16K
|
23
$1.15K
|
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
7+ 0.16% |
$349 - $353
|
4.5K
$226K
|
|
|
Oct 30, 2024
Q3 2024
|
Jnba Financial Advisors
|
BUY
|
- |
2+ 1.48% |
$99.8 - $101
|
137
$6.87K
|
|
|
Oct 04, 2024
Q3 2024
|
Ridgewood Investments LLC
|
SELL
|
- |
-1- 0.02% |
$49.9 - $50.4
|
5.36K
$269K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-73- 1.7% |
$3.64K - $3.68K
|
4.23K
$212K
|
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
SELL
|
- |
-94- 1.68% |
$4.69K - $4.73K
|
5.51K
$277K
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-110- 5.88% |
$5.49K - $5.54K
|
1.76K
$88.3K
|
|
|
Nov 12, 2024
Q3 2024
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-127- 2.8% |
$6.34K - $6.4K
|
4.41K
$221K
|
|
|
Oct 18, 2024
Q3 2024
|
Petix & Botte CO
|
SELL
|
- |
-174- 0.72% |
$8.68K - $8.76K
|
24.1K
$1.21M
|
|
|
Oct 24, 2024
Q3 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-178- 1.24% |
$8.88K - $8.97K
|
14.2K
$711K
|
|
|
Oct 24, 2024
Q3 2024
|
Astor Investment Management LLC
|
SELL
|
- |
-196- 84.12% |
$9.78K - $9.87K
|
37
$1.86K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-224- 1.07% |
$11.2K - $11.3K
|
20.7K
$1.04M
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-269- 2.57% |
$13.4K - $13.5K
|
10.2K
$511K
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-408- 14.38% |
$20.4K - $20.6K
|
2.43K
$122K
|
|
|
Oct 08, 2024
Q3 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
SELL
|
- |
-473- 0.59% |
$23.6K - $23.8K
|
79.7K
$4M
|
|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
SELL
|
- |
-486- 2.41% |
$24.3K - $24.5K
|
19.7K
$989K
|
|
|
Oct 10, 2024
Q3 2024
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-552- 2.52% |
$27.5K - $27.8K
|
21.4K
$1.07M
|
|
|
Nov 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-590- 1.16% |
$29.4K - $29.7K
|
50.2K
$2.52M
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-651- 4.28% |
$32.5K - $32.8K
|
14.6K
$731K
|
|
|
Oct 31, 2024
Q3 2024
|
4 J Wealth Management LLC
|
SELL
|
- |
-744- 7.73% |
$37.1K - $37.5K
|
8.88K
$446K
|
|
|
Nov 14, 2024
Q3 2024
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
SELL
|
- |
-800- 14.62% |
$39.9K - $40.3K
|
4.67K
$234K
|
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-803- 16.42% |
$40.1K - $40.4K
|
4.09K
$205K
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
SELL
|
- |
-818- 19.12% |
$40.8K - $41.2K
|
3.46K
$174K
|
|
|
Oct 16, 2024
Q3 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-818- 9.96% |
$40.8K - $41.2K
|
7.4K
$371K
|
|
|
Oct 15, 2024
Q3 2024
|
Cgc Financial Services, LLC
Lake Oswego, OR |
SELL
|
- |
-1.06K- 7.26% |
$52.8K - $53.3K
|
13.5K
$678K
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-1.28K- 15.47% |
$63.6K - $64.2K
|
6.97K
$349K
|
|
|
Oct 07, 2024
Q3 2024
|
Atwood & Palmer Inc
|
SELL
|
- |
-1.58K- 26.14% |
$78.6K - $79.3K
|
4.45K
$223K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.63K- 3.21% |
$81.3K - $82.1K
|
49K
$2.46M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.86K- 11.63% |
$93K - $93.8K
|
14.2K
$710K
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1.87K- 15.81% |
$93.4K - $94.2K
|
9.96K
$500K
|
|
|
Nov 01, 2024
Q3 2024
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-1.9K- 5.4% |
$94.8K - $95.7K
|
33.3K
$1.67M
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.99K- 38.35% |
$99.4K - $100K
|
3.2K
$161K
|
|
|
Nov 08, 2024
Q3 2024
|
Redwood Financial Network Corp
|
SELL
|
- |
-2.1K- 18.91% |
$105K - $106K
|
9K
$452K
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
SELL
|
- |
-2.29K- 1.97% |
$114K - $115K
|
114K
$5.72M
|
|
|
Oct 28, 2024
Q3 2024
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-2.35K- 10.36% |
$117K - $118K
|
20.3K
$1.02M
|
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-2.46K- 26.24% |
$123K - $124K
|
6.92K
$347K
|
|
|
Nov 13, 2024
Q3 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-2.62K- 9.37% |
$131K - $132K
|
25.3K
$1.27M
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-2.73K- 4.1% |
$136K - $137K
|
63.8K
$3.2M
|
|
|
Nov 12, 2024
Q3 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-3K- 42.25% |
$150K - $151K
|
4.1K
$206K
|
|
|
Nov 14, 2024
Q3 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-3.56K- 45.85% |
$178K - $180K
|
4.21K
$211K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-3.58K- 2.06% |
$179K - $180K
|
170K
$8.54M
|