Purchases and Sales Made in Q4 2021 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 Q4 2021. 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 |
---|---|---|---|---|---|---|---|
Feb 15, 2022
Q4 2021
|
Hb Wealth Management, LLC
|
BUY
|
- |
10.9KNew |
$549K - $551K
|
10.9K
$547K
|
|
Aug 11, 2022
Q4 2021
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
10.8KNew |
$541K - $543K
|
10.8K
$539K
|
|
Feb 04, 2022
Q4 2021
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
10KNew |
$503K - $505K
|
10K
$501K
|
|
Feb 17, 2022
Q4 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
9.7KNew |
$488K - $489K
|
9.7K
$486K
|
|
Aug 04, 2022
Q4 2021
|
Warwick Investment Management, Inc.
|
BUY
|
- |
9.3KNew |
$467K - $469K
|
9.3K
$466K
|
|
Jun 26, 2023
Q4 2021
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
8.69KNew |
$437K - $438K
|
8.69K
$435K
|
|
Mar 09, 2022
Q4 2021
|
Karlinski Andrew C
Irvine, CA |
BUY
|
- |
8.45KNew |
$425K - $427K
|
8.45K
$424K
|
|
Apr 12, 2022
Q4 2021
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
8.08KNew |
$406K - $408K
|
8.08K
$405K
|
|
Jan 13, 2022
Q4 2021
|
Cottage Street Advisors LLC
|
BUY
|
- |
7.86KNew |
$395K - $397K
|
7.86K
$394K
|
|
Feb 14, 2022
Q4 2021
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
7.65K+ 12.24% |
$385K - $386K
|
70.1K
$3.52M
|
|
Jan 20, 2022
Q4 2021
|
Ccg Wealth Management, LLC
|
BUY
|
- |
6.88K+ 17.23% |
$346K - $347K
|
46.8K
$2.34M
|
|
Feb 15, 2022
Q4 2021
|
Treasure Coast Financial Planning
|
BUY
|
- |
6.73KNew |
$338K - $340K
|
6.73K
$337K
|
|
Jan 20, 2022
Q4 2021
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
6.54K+ 6.34% |
$329K - $330K
|
110K
$5.49M
|
|
Jan 20, 2022
Q4 2021
|
Paragon Wealth Strategies, LLC
|
BUY
|
- |
6.07K+ 2.37% |
$305K - $306K
|
262K
$13.1M
|
|
Feb 02, 2022
Q4 2021
|
Derbend Asset Management
|
BUY
|
- |
5.93KNew |
$298K - $299K
|
5.93K
$297K
|
|
Feb 11, 2022
Q4 2021
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
5.87KNew |
$295K - $296K
|
5.87K
$294K
|
|
Jan 19, 2022
Q4 2021
|
Bogart Wealth, LLC
|
BUY
|
- |
5.83K+ 95.59% |
$293K - $294K
|
11.9K
$598K
|
|
Feb 16, 2022
Q4 2021
|
ETF Store, Inc.
|
BUY
|
- |
5.73KNew |
$288K - $289K
|
5.73K
$287K
|
|
Feb 14, 2022
Q4 2021
|
Money Concepts Capital Corp
|
BUY
|
- |
5.61K+ 25.13% |
$282K - $283K
|
27.9K
$1.4M
|
|
Jan 21, 2022
Q4 2021
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
5.49K+ 26.7% |
$276K - $277K
|
26.1K
$1.31M
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
5.42K+ 1.81% |
$273K - $274K
|
306K
$15.3M
|
|
Feb 11, 2022
Q4 2021
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
5.25KNew |
$264K - $265K
|
5.25K
$263K
|
|
Jan 28, 2022
Q4 2021
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
5.21KNew |
$262K - $263K
|
5.21K
$261K
|
|
Feb 14, 2022
Q4 2021
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
5KNew |
$251K - $252K
|
5K
$250K
|
|
Feb 14, 2022
Q4 2021
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
4.67K+ 4.84% |
$235K - $235K
|
101K
$5.07M
|
|
Jan 31, 2022
Q4 2021
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
4.52KNew |
$227K - $228K
|
4.52K
$226K
|
|
Feb 11, 2022
Q4 2021
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
4.51K+ 58.19% |
$226K - $227K
|
12.2K
$614K
|
|
Jan 31, 2022
Q4 2021
|
Gratus Capital LLC
|
BUY
|
- |
4.43K+ 0.7% |
$222K - $223K
|
635K
$31.8M
|
|
Feb 14, 2022
Q4 2021
|
First Wilshire Securities Management Inc
Pasadena, CA |
BUY
|
- |
4.38K+ 7.06% |
$220K - $221K
|
66.4K
$3.33M
|
|
Feb 08, 2022
Q4 2021
|
Duncker Streett & CO Inc
|
BUY
|
- |
4.36K+ 4.23% |
$219K - $220K
|
107K
$5.38M
|
|
Feb 14, 2022
Q4 2021
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
4.31K+ 41.44% |
$217K - $217K
|
14.7K
$737K
|
|
Feb 14, 2022
Q4 2021
|
Win Advisors, Inc
|
BUY
|
- |
3.8KNew |
$191K - $192K
|
3.8K
$191K
|
|
Feb 09, 2022
Q4 2021
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
3.68K+ 6.26% |
$185K - $185K
|
62.4K
$3.13M
|
|
Jan 20, 2022
Q4 2021
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
3.36K+ 69.2% |
$169K - $169K
|
8.21K
$411K
|
|
Jan 28, 2022
Q4 2021
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
3.25K+ 9.0% |
$163K - $164K
|
39.4K
$1.97M
|
|
Jan 24, 2022
Q4 2021
|
Atwood & Palmer Inc
|
BUY
|
- |
3.24K+ 0.78% |
$163K - $164K
|
418K
$20.9M
|
|
Jan 28, 2022
Q4 2021
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
3KNew |
$151K - $151K
|
3K
$150K
|
|
Feb 14, 2022
Q4 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
2.98KNew |
$150K - $150K
|
2.98K
$149K
|
|
Jan 31, 2022
Q4 2021
|
Raymond James Trust N.A.
|
BUY
|
- |
2.87K+ 59.9% |
$144K - $145K
|
7.66K
$384K
|
|
Feb 09, 2022
Q4 2021
|
Ceera Investments, LLC
Bellaire, TX |
BUY
|
- |
2.62K+ 3.25% |
$131K - $132K
|
83.1K
$4.17M
|
|
Jan 21, 2022
Q4 2021
|
Ahrens Investment Partners LLC
|
BUY
|
- |
2.5KNew |
$126K - $126K
|
2.5K
$125K
|
|
Jan 21, 2022
Q4 2021
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
2.22K+ 27.79% |
$112K - $112K
|
10.2K
$512K
|
|
Feb 10, 2022
Q4 2021
|
Antonetti Capital Management LLC
|
BUY
|
- |
2.13K+ 15.87% |
$107K - $107K
|
15.6K
$780K
|
|
Feb 14, 2022
Q4 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.99K+ 73.61% |
$100K - $101K
|
4.7K
$235K
|
|
Feb 07, 2022
Q4 2021
|
Delta Investment Management, LLC
|
BUY
|
- |
1.79K+ 10.1% |
$89.9K - $90.3K
|
19.5K
$978K
|
|
Jan 21, 2022
Q4 2021
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.77K+ 8.5% |
$88.8K - $89.1K
|
22.6K
$1.13M
|
|
Jan 27, 2022
Q4 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.72K+ 2.19% |
$86.3K - $86.6K
|
80K
$4.01M
|
|
Jan 21, 2022
Q4 2021
|
Beacon Financial Advisory LLC
|
BUY
|
- |
1.44K+ 9.03% |
$72.4K - $72.7K
|
17.4K
$872K
|
|
Feb 10, 2022
Q4 2021
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
1.28K+ 11.94% |
$64.3K - $64.6K
|
12K
$601K
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.09K+ 4.38% |
$54.6K - $54.9K
|
25.9K
$1.3M
|