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 11, 2022
Q4 2021
|
Syntal Capital Partners, LLC
Midland, TX |
BUY
|
- |
1.06K+ 3.5% |
$53.3K - $53.5K
|
31.3K
$1.57M
|
|
Feb 11, 2022
Q4 2021
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
980New |
$49.3K - $49.5K
|
980
$49.2K
|
|
Feb 17, 2022
Q4 2021
|
V Wealth Advisors LLC
|
BUY
|
- |
919+ 3.12% |
$46.2K - $46.4K
|
30.3K
$1.52M
|
|
Feb 02, 2022
Q4 2021
|
Provident Wealth Management, LLC
|
BUY
|
- |
893+ 7.19% |
$44.9K - $45.1K
|
13.3K
$668K
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
783+ 9.39% |
$39.4K - $39.5K
|
9.12K
$457K
|
|
Feb 08, 2022
Q4 2021
|
Meitav Dash Investments LTD
|
BUY
|
- |
523+ 6.67% |
$26.3K - $26.4K
|
8.37K
$420K
|
|
Feb 10, 2022
Q4 2021
|
Citigroup Inc
|
BUY
|
- |
489+ 6.29% |
$24.6K - $24.7K
|
8.26K
$414K
|
|
Feb 11, 2022
Q4 2021
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
396New |
$19.9K - $20K
|
396
$19.9K
|
|
Jan 21, 2022
Q4 2021
|
Concord Wealth Partners
|
BUY
|
- |
395New |
$19.9K - $19.9K
|
395
$19.8K
|
|
Feb 09, 2022
Q4 2021
|
Horan Securities, Inc.
|
BUY
|
- |
315New |
$15.8K - $15.9K
|
315
$15.8K
|
|
Feb 14, 2022
Q4 2021
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
303+ 7.23% |
$15.2K - $15.3K
|
4.5K
$226K
|
|
May 20, 2022
Q4 2021
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
300New |
$15.1K - $15.1K
|
300
$15K
|
|
Feb 09, 2022
Q4 2021
|
Curi Wealth Management, LLC
|
BUY
|
- |
287New |
$14.4K - $14.5K
|
287
$14.4K
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
264New |
$13.3K - $13.3K
|
264
$13.2K
|
|
Feb 01, 2022
Q4 2021
|
Xml Financial, LLC
|
BUY
|
- |
255+ 1.79% |
$12.8K - $12.9K
|
14.5K
$729K
|
|
Feb 10, 2022
Q4 2021
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
210+ 2.4% |
$10.6K - $10.6K
|
8.95K
$449K
|
|
Feb 10, 2022
Q4 2021
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
175New |
$8.8K - $8.83K
|
175
$8.78K
|
|
Feb 22, 2022
Q4 2021
|
Byrne Asset Management LLC
|
BUY
|
- |
167New |
$8.4K - $8.43K
|
167
$8.38K
|
|
Jan 20, 2022
Q4 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
152+ 1.8% |
$7.64K - $7.67K
|
8.59K
$431K
|
|
Feb 10, 2022
Q4 2021
|
Eukles Asset Management
|
BUY
|
- |
102New |
$5.13K - $5.15K
|
102
$5.12K
|
|
Feb 04, 2022
Q4 2021
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
100New |
$5.03K - $5.05K
|
100
$5.02K
|
|
Feb 11, 2022
Q4 2021
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
93+ 0.08% |
$4.68K - $4.69K
|
120K
$6.04M
|
|
Feb 15, 2022
Q4 2021
|
Citizens National Bank Trust Department
|
BUY
|
- |
92New |
$4.62K - $4.64K
|
92
$4.61K
|
|
Feb 11, 2022
Q4 2021
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
29+ 2.04% |
$1.46K - $1.46K
|
1.45K
$72.7K
|
|
Feb 10, 2022
Q4 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
28+ 0.8% |
$1.41K - $1.41K
|
3.52K
$177K
|
|
Jan 18, 2022
Q4 2021
|
Acg Wealth
|
BUY
|
- |
13+ 0.09% |
$654 - $656
|
15.1K
$757K
|
|
Feb 14, 2022
Q4 2021
|
Natixis
Paris, I0 |
BUY
|
- |
8+ 0.01% |
$402 - $404
|
76.8K
$3.85M
|
|
Feb 08, 2022
Q4 2021
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
8+ 0.12% |
$402 - $404
|
6.88K
$345K
|
|
Feb 10, 2022
Q4 2021
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
7+ 0.12% |
$352 - $353
|
6.01K
$301K
|
|
Jan 10, 2022
Q4 2021
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-7Closed |
$352 - $353
|
0
$0
|
|
Feb 15, 2022
Q4 2021
|
Belpointe Asset Management LLC
|
SELL
|
- |
-16- 0.14% |
$804 - $807
|
11.6K
$580K
|
|
Jan 21, 2022
Q4 2021
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-20- 0.43% |
$1.01K - $1.01K
|
4.68K
$235K
|
|
Feb 11, 2022
Q4 2021
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-69- 1.42% |
$3.47K - $3.48K
|
4.81K
$241K
|
|
Jan 12, 2022
Q4 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
-76- 0.3% |
$3.82K - $3.83K
|
25.5K
$1.28M
|
|
Feb 14, 2022
Q4 2021
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-79- 1.15% |
$3.97K - $3.99K
|
6.78K
$340K
|
|
Feb 11, 2022
Q4 2021
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-100- 0.98% |
$5.03K - $5.05K
|
10.1K
$508K
|
|
Feb 14, 2022
Q4 2021
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-102- 2.4% |
$5.13K - $5.15K
|
4.16K
$208K
|
|
Feb 09, 2022
Q4 2021
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-107- 0.1% |
$5.38K - $5.4K
|
111K
$5.57M
|
|
Jan 19, 2022
Q4 2021
|
Signature Wealth Management Partners, LLC
|
SELL
|
- |
-140- 1.48% |
$7.04K - $7.06K
|
9.3K
$467K
|
|
Feb 09, 2022
Q4 2021
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
- |
-150- 0.61% |
$7.54K - $7.57K
|
24.5K
$1.23M
|
|
Jan 21, 2022
Q4 2021
|
Asset Dedication, LLC
|
SELL
|
- |
-207Closed |
$10.4K - $10.4K
|
0
$0
|
|
Jan 13, 2022
Q4 2021
|
Calton & Associates, Inc.
|
SELL
|
- |
-209- 2.42% |
$10.5K - $10.5K
|
8.45K
$424K
|
|
Feb 16, 2022
Q4 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-251- 1.15% |
$12.6K - $12.7K
|
21.6K
$1.08M
|
|
Feb 14, 2022
Q4 2021
|
Assetmark, Inc
|
SELL
|
- |
-304- 1.74% |
$15.3K - $15.3K
|
17.2K
$861K
|
|
Feb 14, 2022
Q4 2021
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-310- 2.14% |
$15.6K - $15.6K
|
14.2K
$713K
|
|
Feb 14, 2022
Q4 2021
|
Camden Capital, LLC
|
SELL
|
- |
-344- 4.99% |
$17.3K - $17.4K
|
6.55K
$328K
|
|
Jan 14, 2022
Q4 2021
|
Spire Wealth Management
|
SELL
|
- |
-344- 4.37% |
$17.3K - $17.4K
|
7.52K
$377K
|
|
Feb 07, 2022
Q4 2021
|
Parsons Capital Management Inc
|
SELL
|
- |
-350- 6.5% |
$17.6K - $17.7K
|
5.04K
$253K
|
|
Feb 11, 2022
Q4 2021
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-396- 0.13% |
$19.9K - $20K
|
316K
$15.8M
|