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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
8.81K+ 17.97% |
$441K - $443K
|
57.9K
$2.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
7.85K+ 38.58% |
$392K - $394K
|
28.2K
$1.41M
|
|
|
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
$309K
|
|
|
Jan 15, 2025
Q4 2024
|
B & T Capital Management Dba Alpha Capital Management
|
BUY
|
- |
5.38K+ 46.24% |
$269K - $270K
|
17K
$853K
|
|
|
Feb 11, 2025
Q4 2024
|
Foundation Wealth Management, Llc\Pa
Media, PA |
BUY
|
- |
4.84KNew |
$242K - $243K
|
4.84K
$243K
|
|
|
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
|
|
|
Feb 11, 2025
Q4 2024
|
Financially Speaking Inc
Greenwood Village, CO |
BUY
|
- |
4.3KNew |
$215K - $216K
|
4.3K
$216K
|
|
|
Feb 10, 2025
Q4 2024
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
4.11KNew |
$206K - $207K
|
4.11K
$206K
|
|
|
Jan 14, 2025
Q4 2024
|
Trust CO
|
BUY
|
- |
4.06K+ 8.43% |
$203K - $204K
|
52.2K
$2.62M
|
|
|
Feb 07, 2025
Q4 2024
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
3.83K+ 16.39% |
$192K - $193K
|
27.2K
$1.37M
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
3.8K+ 7.57% |
$190K - $191K
|
54K
$2.71M
|
|
|
Jan 21, 2025
Q4 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
3.1K+ 18.07% |
$155K - $156K
|
20.2K
$1.01M
|
|
|
Jan 23, 2025
Q4 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
2.7K+ 44.82% |
$135K - $136K
|
8.73K
$438K
|
|
|
Jan 08, 2025
Q4 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
2.14K+ 33.73% |
$107K - $107K
|
8.48K
$425K
|
|
|
Jan 13, 2025
Q4 2024
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
2.08K+ 34.0% |
$104K - $104K
|
8.18K
$410K
|
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
1.86K+ 13.5% |
$93.1K - $93.6K
|
15.6K
$785K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
1.7K+ 53.13% |
$85K - $85.5K
|
4.9K
$246K
|
|
|
Jan 29, 2025
Q4 2024
|
Collier Financial
Denver, CO |
BUY
|
- |
1.43KNew |
$71.5K - $71.9K
|
1.43K
$71.7K
|
|
|
Jan 22, 2025
Q4 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
1.32K+ 7.84% |
$66K - $66.4K
|
18.2K
$911K
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.12K+ 0.29% |
$56.1K - $56.4K
|
386K
$19.4M
|
|
|
Jan 08, 2025
Q4 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
1.04K+ 13.04% |
$52.2K - $52.5K
|
9.05K
$454K
|
|
|
Jan 29, 2025
Q4 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
1.01K+ 0.43% |
$50.7K - $51K
|
235K
$11.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
918+ 19.47% |
$45.9K - $46.1K
|
5.63K
$283K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
862+ 5.92% |
$43.1K - $43.3K
|
15.4K
$774K
|
|
|
Feb 10, 2025
Q4 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
784New |
$39.2K - $39.4K
|
784
$39.3K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
729+ 12.68% |
$36.5K - $36.6K
|
6.48K
$325K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
705New |
$35.3K - $35.4K
|
705
$35.4K
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
696+ 23.75% |
$34.8K - $35K
|
3.63K
$182K
|
|
|
Feb 10, 2025
Q4 2024
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
545+ 4.51% |
$27.3K - $27.4K
|
12.6K
$633K
|
|
|
Jan 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
488+ 1.5% |
$24.4K - $24.5K
|
33K
$1.66M
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
469+ 9.97% |
$23.5K - $23.6K
|
5.17K
$260K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
400New |
$20K - $20.1K
|
400
$20.1K
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
350+ 8.54% |
$17.5K - $17.6K
|
4.45K
$223K
|
|
|
Feb 11, 2025
Q4 2024
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
263+ 2.54% |
$13.2K - $13.2K
|
10.6K
$533K
|
|
|
Jan 24, 2025
Q4 2024
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
227+ 1.68% |
$11.4K - $11.4K
|
13.7K
$690K
|
|
|
Jan 23, 2025
Q4 2024
|
4 J Wealth Management LLC
|
BUY
|
- |
200+ 2.25% |
$10K - $10.1K
|
9.08K
$456K
|
|
|
Feb 10, 2025
Q4 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
179+ 1.05% |
$8.95K - $9K
|
17.3K
$866K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
163New |
$8.15K - $8.19K
|
163
$8.18K
|
|
|
Feb 10, 2025
Q4 2024
|
ETF Store, Inc.
|
BUY
|
- |
153+ 0.78% |
$7.65K - $7.69K
|
19.7K
$986K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
145New |
$7.25K - $7.29K
|
145
$7.27K
|
|
|
Jan 30, 2025
Q4 2024
|
First Merchants Corp
|
BUY
|
- |
119+ 0.03% |
$5.95K - $5.98K
|
394K
$19.8M
|
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
96+ 1.41% |
$4.8K - $4.83K
|
6.9K
$346K
|
|
|
Feb 04, 2025
Q4 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
89+ 3.55% |
$4.45K - $4.47K
|
2.6K
$130K
|
|
|
Jan 15, 2025
Q4 2024
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
88+ 0.99% |
$4.4K - $4.42K
|
8.94K
$449K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
75+ 0.46% |
$3.75K - $3.77K
|
16.3K
$817K
|
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
59+ 0.46% |
$2.95K - $2.97K
|
12.9K
$648K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
14+ 6.6% |
$700 - $704
|
226
$11.3K
|