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 14, 2022
Q4 2021
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-413- 0.95% |
$20.8K - $20.8K
|
42.9K
$2.15M
|
|
Feb 09, 2022
Q4 2021
|
Fure Financial Corp
Bloomington, MN |
SELL
|
- |
-435- 32.9% |
$21.9K - $22K
|
887
$44.5K
|
|
Feb 03, 2022
Q4 2021
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-515- 9.74% |
$25.9K - $26K
|
4.78K
$239K
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-518- 2.55% |
$26K - $26.1K
|
19.8K
$993K
|
|
Feb 03, 2022
Q4 2021
|
Spectrum Management Group, LLC
|
SELL
|
- |
-525- 19.63% |
$26.4K - $26.5K
|
2.15K
$108K
|
|
Feb 11, 2022
Q4 2021
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-537- 39.57% |
$27K - $27.1K
|
820
$41.1K
|
|
Jan 14, 2022
Q4 2021
|
Santori & Peters, Inc.
|
SELL
|
- |
-646- 4.28% |
$32.5K - $32.6K
|
14.5K
$725K
|
|
Feb 01, 2022
Q4 2021
|
Grimes & Company, Inc.
|
SELL
|
- |
-699- 1.48% |
$35.1K - $35.3K
|
46.6K
$2.34M
|
|
Feb 14, 2022
Q4 2021
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-794- 0.77% |
$39.9K - $40.1K
|
103K
$5.14M
|
|
Jan 12, 2022
Q4 2021
|
Legacy Private Trust Co.
|
SELL
|
- |
-835- 3.44% |
$42K - $42.1K
|
23.5K
$1.18M
|
|
Jan 31, 2022
Q4 2021
|
D.A. Davidson & Co.
|
SELL
|
- |
-852- 0.69% |
$42.8K - $43K
|
122K
$6.12M
|
|
Feb 07, 2022
Q4 2021
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-887- 5.54% |
$44.6K - $44.8K
|
15.1K
$758K
|
|
Jan 20, 2022
Q4 2021
|
4 J Wealth Management LLC
|
SELL
|
- |
-1K- 10.72% |
$50.3K - $50.5K
|
8.33K
$417K
|
|
Feb 14, 2022
Q4 2021
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-1K- 12.62% |
$50.4K - $50.6K
|
6.94K
$348K
|
|
Feb 09, 2022
Q4 2021
|
Retirement Group, LLC
|
SELL
|
- |
-1.06K- 28.33% |
$53.2K - $53.4K
|
2.68K
$134K
|
|
Feb 11, 2022
Q4 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.16K- 8.89% |
$58.1K - $58.3K
|
11.9K
$594K
|
|
Feb 10, 2022
Q4 2021
|
Davenport & CO LLC
|
SELL
|
- |
-1.16K- 15.24% |
$58.1K - $58.3K
|
6.43K
$322K
|
|
Feb 16, 2022
Q4 2021
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-1.48K- 23.87% |
$74.6K - $74.9K
|
4.73K
$237K
|
|
Jan 10, 2022
Q4 2021
|
Seelaus Asset Management LLC
|
SELL
|
- |
-1.51K- 12.34% |
$75.8K - $76.1K
|
10.7K
$537K
|
|
Jan 18, 2022
Q4 2021
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-1.56K- 9.27% |
$78.3K - $78.6K
|
15.2K
$764K
|
|
Feb 15, 2022
Q4 2021
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-1.66K- 9.12% |
$83.2K - $83.5K
|
16.5K
$826K
|
|
Feb 14, 2022
Q4 2021
|
Wealthsource Partners, LLC
|
SELL
|
- |
-1.74K- 7.96% |
$87.3K - $87.6K
|
20.1K
$1.01M
|
|
Jan 14, 2022
Q4 2021
|
Trust CO
|
SELL
|
- |
-1.93K- 6.66% |
$97K - $97.3K
|
27K
$1.35M
|
|
Jan 28, 2022
Q4 2021
|
Essex LLC
|
SELL
|
- |
-2.09K- 14.4% |
$105K - $105K
|
12.4K
$623K
|
|
Feb 10, 2022
Q4 2021
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-2.16K- 2.2% |
$109K - $109K
|
96.1K
$4.82M
|
|
Feb 09, 2022
Q4 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-2.2K- 14.33% |
$111K - $111K
|
13.2K
$660K
|
|
Jan 12, 2022
Q4 2021
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-2.57K- 6.44% |
$129K - $130K
|
37.3K
$1.87M
|
|
Jan 26, 2022
Q4 2021
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-2.8K- 6.79% |
$141K - $141K
|
38.4K
$1.92M
|
|
Feb 14, 2022
Q4 2021
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-2.99K- 6.65% |
$150K - $151K
|
42K
$2.11M
|
|
Feb 09, 2022
Q4 2021
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-3.21K- 11.57% |
$161K - $162K
|
24.5K
$1.23M
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-3.37K- 39.09% |
$169K - $170K
|
5.24K
$263K
|
|
Apr 21, 2022
Q4 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-3.6KClosed |
$181K - $182K
|
0
$0
|
|
Jan 31, 2022
Q4 2021
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-3.7K- 28.74% |
$186K - $187K
|
9.18K
$460K
|
|
Jan 05, 2022
Q4 2021
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-3.9K- 4.95% |
$196K - $197K
|
75K
$3.76M
|
|
Jan 28, 2022
Q4 2021
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-3.99K- 7.5% |
$201K - $201K
|
49.2K
$2.47M
|
|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-4.59K- 16.07% |
$231K - $231K
|
24K
$1.2M
|
|
Feb 10, 2022
Q4 2021
|
Meridian Management CO
|
SELL
|
- |
-4.63KClosed |
$232K - $233K
|
0
$0
|
|
Feb 09, 2022
Q4 2021
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-5.02KClosed |
$253K - $253K
|
0
$0
|
|
Jan 19, 2022
Q4 2021
|
Purus Wealth Management, LLC
|
SELL
|
- |
-5.12KClosed |
$258K - $259K
|
0
$0
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-5.29KClosed |
$266K - $267K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-5.3K- 2.06% |
$266K - $267K
|
252K
$12.6M
|
|
Jan 19, 2022
Q4 2021
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-5.53K- 28.51% |
$278K - $279K
|
13.9K
$694K
|
|
Jan 12, 2022
Q4 2021
|
Mc Elhenny Sheffield Capital Management, LLC
|
SELL
|
- |
-5.54K- 8.81% |
$278K - $280K
|
57.4K
$2.88M
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-5.78K- 1.47% |
$291K - $292K
|
387K
$19.4M
|
|
Feb 02, 2022
Q4 2021
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-5.8K- 21.05% |
$291K - $293K
|
21.7K
$1.09M
|
|
Feb 07, 2022
Q4 2021
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-6.48K- 60.64% |
$326K - $327K
|
4.21K
$211K
|
|
Feb 14, 2022
Q4 2021
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-6.66KClosed |
$335K - $336K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Randolph CO Inc
Cincinnati, OH |
SELL
|
- |
-6.66K- 45.38% |
$335K - $336K
|
8.02K
$402K
|
|
Feb 08, 2022
Q4 2021
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-6.86K- 4.81% |
$345K - $346K
|
136K
$6.81M
|
|
Feb 02, 2022
Q4 2021
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-7.07K- 11.95% |
$355K - $357K
|
52.1K
$2.61M
|