Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
696KNew |
$34.8M - $35M
|
696K
$34.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
416K+ 112.64% |
$20.8M - $20.9M
|
784K
$39.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
360K+ 4495.63% |
$18M - $18.1M
|
368K
$18.5M
|
|
|
Jan 14, 2025
Q4 2024
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
233KNew |
$11.7M - $11.7M
|
233K
$11.7M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
140K+ 38.82% |
$7.01M - $7.05M
|
502K
$25.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Sterling Financial Group, Inc.
Pasadena, CA |
BUY
|
- |
113KNew |
$5.63M - $5.66M
|
113K
$5.65M
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
112K+ 61.3% |
$5.62M - $5.65M
|
296K
$14.8M
|
|
|
Feb 04, 2025
Q4 2024
|
Daner Wealth Management, LLC
Alpharetta, GA |
BUY
|
- |
99.2KNew |
$4.96M - $4.98M
|
99.2K
$4.97M
|
|
|
Jan 28, 2025
Q4 2024
|
Triasima Portfolio Management Inc.
|
BUY
|
- |
82.5KNew |
$4.13M - $4.15M
|
82.5K
$4.14M
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
60.8K+ 14.34% |
$3.04M - $3.05M
|
484K
$24.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
59K+ 92.59% |
$2.95M - $2.97M
|
123K
$6.16M
|
|
|
Feb 07, 2025
Q4 2024
|
Retirement Capital Strategies
|
BUY
|
- |
53.7KNew |
$2.68M - $2.7M
|
53.7K
$2.69M
|
|
|
Jan 30, 2025
Q4 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
52.7KNew |
$2.63M - $2.65M
|
52.7K
$2.64M
|
|
|
Jan 29, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
51.7K+ 80.31% |
$2.59M - $2.6M
|
116K
$5.83M
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
49K+ 7.92% |
$2.45M - $2.46M
|
668K
$33.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Warwick Investment Management, Inc.
|
BUY
|
- |
47.2KNew |
$2.36M - $2.37M
|
47.2K
$2.37M
|
|
|
Jan 16, 2025
Q4 2024
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
BUY
|
- |
41.5K+ 246.1% |
$2.08M - $2.09M
|
58.4K
$2.93M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
39.4K+ 279.44% |
$1.97M - $1.98M
|
53.5K
$2.68M
|
|
|
Jan 28, 2025
Q4 2024
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
36.9KNew |
$1.85M - $1.86M
|
36.9K
$1.85M
|
|
|
Jan 22, 2025
Q4 2024
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
BUY
|
- |
34.3KNew |
$1.71M - $1.72M
|
34.3K
$1.72M
|
|
|
Jan 29, 2025
Q4 2024
|
Peterson Wealth Services
|
BUY
|
- |
33K+ 1969.95% |
$1.65M - $1.66M
|
34.7K
$1.74M
|
|
|
Jan 13, 2025
Q4 2024
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
28.1K+ 32.83% |
$1.4M - $1.41M
|
114K
$5.69M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
27.9K+ 36.1% |
$1.4M - $1.4M
|
105K
$5.28M
|
|
|
Jan 31, 2025
Q4 2024
|
Legacy Solutions, LLC
Kennett Square, PA |
BUY
|
- |
27.7KNew |
$1.39M - $1.39M
|
27.7K
$1.39M
|
|
|
Jan 21, 2025
Q4 2024
|
Gradient Investments LLC
|
BUY
|
- |
26.4K+ 1.91% |
$1.32M - $1.33M
|
1.41M
$70.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
25K+ 24.34% |
$1.25M - $1.25M
|
128K
$6.4M
|
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
24.9K+ 509.8% |
$1.24M - $1.25M
|
29.8K
$1.49M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
20.9K+ 452.37% |
$1.04M - $1.05M
|
25.5K
$1.28M
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
20.4KNew |
$1.02M - $1.03M
|
20.4K
$1.02M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
17.4K+ 10.24% |
$871K - $876K
|
188K
$9.41M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
15.3K+ 162.97% |
$767K - $771K
|
24.8K
$1.24M
|
|
|
Jan 06, 2025
Q4 2024
|
Ridgeline Wealth, LLC
Mesa, AZ |
BUY
|
- |
14.7KNew |
$735K - $739K
|
14.7K
$737K
|
|
|
Jan 27, 2025
Q4 2024
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
14.3K+ 8.35% |
$717K - $721K
|
186K
$9.34M
|
|
|
Jan 30, 2025
Q4 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
12.5KNew |
$627K - $631K
|
12.5K
$629K
|
|
|
Jan 14, 2025
Q4 2024
|
Rovin Capital
|
BUY
|
- |
11.8KNew |
$590K - $593K
|
11.8K
$592K
|
|
|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
11.3KNew |
$565K - $568K
|
11.3K
$567K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
10.6KNew |
$532K - $535K
|
10.6K
$534K
|
|
|
Jan 28, 2025
Q4 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
10.3K+ 1010.76% |
$517K - $519K
|
11.4K
$569K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
10K+ 40.09% |
$501K - $504K
|
35K
$1.76M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
9.62K+ 5.4% |
$481K - $483K
|
188K
$9.42M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
9.47K+ 5.9% |
$474K - $476K
|
170K
$8.53M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
9.18K+ 271.66% |
$459K - $462K
|
12.6K
$630K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
8.81K+ 17.97% |
$441K - $443K
|
57.9K
$2.9M
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
7.48K+ 2.37% |
$374K - $376K
|
324K
$16.2M
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
6.15KNew |
$308K - $309K
|
6.15K
$308K
|
|
|
Jan 15, 2025
Q4 2024
|
B & T Capital Management Dba Alpha Capital Management
|
BUY
|
- |
5.38K+ 46.24% |
$269K - $270K
|
17K
$853K
|
|
|
Jan 15, 2025
Q4 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
4.7K+ 36.91% |
$235K - $236K
|
17.4K
$875K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
4.49K+ 668.15% |
$225K - $226K
|
5.16K
$259K
|
|
|
Feb 04, 2025
Q4 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
4.39K+ 3.61% |
$220K - $221K
|
126K
$6.32M
|
|
|
Jan 14, 2025
Q4 2024
|
Trust CO
|
BUY
|
- |
4.06K+ 8.43% |
$203K - $204K
|
52.2K
$2.62M
|