Latest Institutional Transactions on Invesco Actively Managed ETF T (GTO)
This table provides information on the latest institutional transactions involving Invesco Actively Managed ETF T (GTO) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
407+ 33.92% |
$18.9K - $19.7K
|
1.61K
$74.8K
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
15K+ 4.25% |
$695K - $726K
|
368K
$17.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-265- 34.6% |
$12.3K - $12.8K
|
501
$23.3K
|
|
|
Jan 28, 2025
Q4 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
35.8K+ 34.6% |
$1.66M - $1.73M
|
139K
$6.48M
|
|
|
Jan 28, 2025
Q4 2024
|
Landmark Wealth Management, Inc.
Normal, IL |
SELL
|
- |
-43K- 7.34% |
$1.99M - $2.08M
|
542K
$25.3M
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Planning, Inc
Hyannis, MA |
SELL
|
- |
-15.1K- 5.9% |
$702K - $733K
|
242K
$11.3M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-7.58K- 32.47% |
$351K - $367K
|
15.8K
$734K
|
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
11+ 0.04% |
$510 - $533
|
30.4K
$1.42M
|
|
|
Jan 27, 2025
Q4 2024
|
Avid Wealth Partners LLC
San Antonio, TX |
SELL
|
- |
-18.2K- 18.06% |
$842K - $880K
|
82.5K
$3.84M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-14.7K- 38.02% |
$679K - $709K
|
23.9K
$1.11M
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-1.77K- 14.19% |
$81.9K - $85.6K
|
10.7K
$498K
|
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-23- 0.38% |
$1.07K - $1.11K
|
6.09K
$284K
|
|
|
Jan 24, 2025
Q4 2024
|
Brio Consultants, LLC
|
BUY
|
- |
52.4K+ 6.06% |
$2.43M - $2.54M
|
917K
$42.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Cook Wealth Management Group LLC
Raleigh, NC |
BUY
|
- |
4.79K+ 9.71% |
$222K - $232K
|
54.1K
$2.52M
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
49.9K+ 18.57% |
$2.31M - $2.42M
|
319K
$14.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-5.5K- 0.99% |
$255K - $266K
|
548K
$25.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
17.8K+ 25.32% |
$826K - $863K
|
88.2K
$4.11M
|
|
|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
74.6KNew |
$3.46M - $3.61M
|
74.6K
$3.47M
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
BUY
|
- |
654+ 75.96% |
$30.3K - $31.7K
|
1.52K
$70.6K
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
1.35K+ 17.76% |
$62.7K - $65.5K
|
8.97K
$418K
|
|
|
Jan 22, 2025
Q4 2024
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
46+ 1.06% |
$2.13K - $2.23K
|
4.39K
$204K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
4.55K+ 63.59% |
$211K - $220K
|
11.7K
$545K
|
|
|
Jan 22, 2025
Q4 2024
|
Williams & Novak, LLC
Westlake Village, CA |
SELL
|
- |
-12.8K- 42.6% |
$593K - $619K
|
17.2K
$803K
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
4.14K+ 4.37% |
$192K - $201K
|
98.9K
$4.61M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
5.85K+ 20.46% |
$271K - $283K
|
34.4K
$1.6M
|
|
|
Jan 21, 2025
Q4 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
5.11KNew |
$237K - $247K
|
5.11K
$238K
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-314- 20.27% |
$14.5K - $15.2K
|
1.24K
$57.5K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
210+ 10.63% |
$9.73K - $10.2K
|
2.19K
$102K
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
20.8K+ 3.84% |
$962K - $1.01M
|
562K
$26.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
720New |
$33.4K - $34.9K
|
720
$33.5K
|
|
|
Jan 21, 2025
Q4 2024
|
Stewardship Advisors, LLC
|
BUY
|
- |
5.25K+ 2.28% |
$243K - $254K
|
235K
$11M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-36.4K- 46.23% |
$1.69M - $1.76M
|
42.4K
$1.97M
|
|
|
Jan 21, 2025
Q4 2024
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
67.3K+ 8.61% |
$3.12M - $3.26M
|
850K
$39.6M
|
|
|
Jan 21, 2025
Q4 2024
|
Petix & Botte CO
|
BUY
|
- |
210KNew |
$9.73M - $10.2M
|
210K
$9.78M
|
|
|
Jan 17, 2025
Q4 2024
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-50- 0.4% |
$2.32K - $2.42K
|
12.5K
$580K
|
|
|
Jan 17, 2025
Q4 2024
|
North Landing Financial Partners, LLC
Rochester, NY |
BUY
|
- |
48+ 0.96% |
$2.22K - $2.32K
|
5.06K
$236K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.43K+ 14.32% |
$66.3K - $69.3K
|
11.4K
$532K
|
|
|
Jan 17, 2025
Q4 2024
|
Financial Designs Corp
Claremont, CA |
BUY
|
- |
1.98K+ 1.33% |
$91.5K - $95.7K
|
151K
$7.03M
|
|
|
Jan 16, 2025
Q4 2024
|
Mechanics Bank Trust Department
|
SELL
|
- |
-9.92K- 11.45% |
$460K - $480K
|
76.7K
$3.57M
|
|
|
Jan 15, 2025
Q4 2024
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
6.31K+ 9.9% |
$292K - $305K
|
70K
$3.26M
|
|
|
Jan 15, 2025
Q4 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
47.3K+ 7.24% |
$2.19M - $2.29M
|
701K
$32.6M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
781+ 5.68% |
$36.2K - $37.8K
|
14.5K
$676K
|
|
|
Jan 15, 2025
Q4 2024
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
253New |
$11.7K - $12.2K
|
253
$11.8K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
1.45K+ 0.93% |
$67.3K - $70.3K
|
158K
$7.37M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-846- 2.27% |
$39.2K - $41K
|
36.4K
$1.7M
|
|
|
Jan 14, 2025
Q4 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
10.6K+ 4.07% |
$491K - $513K
|
271K
$12.6M
|
|
|
Jan 14, 2025
Q4 2024
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
8.36K+ 4.37% |
$387K - $405K
|
200K
$9.29M
|
|
|
Jan 13, 2025
Q4 2024
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-11.7K- 1.47% |
$543K - $567K
|
783K
$36.5M
|
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
2.41K+ 4.53% |
$112K - $117K
|
55.7K
$2.59M
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
SELL
|
- |
-788- 1.23% |
$36.5K - $38.1K
|
63.4K
$2.95M
|