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 |
---|---|---|---|---|---|---|---|
May 10, 2024
Q1 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
5.24KNew |
$242K - $248K
|
5.24K
$245K
|
|
May 10, 2024
Q1 2024
|
Cook Wealth Management Group LLC
Raleigh, NC |
BUY
|
- |
4.5K+ 9.99% |
$208K - $213K
|
49.6K
$2.31M
|
|
May 10, 2024
Q1 2024
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
52+ 1.13% |
$2.4K - $2.46K
|
4.67K
$218K
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-3.55K- 58.12% |
$164K - $168K
|
2.56K
$120K
|
|
May 10, 2024
Q1 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
2.95K+ 5.42% |
$137K - $140K
|
57.5K
$2.68M
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-322K- 12.86% |
$14.9M - $15.2M
|
2.18M
$102M
|
|
May 10, 2024
Q1 2024
|
Kuhn & CO Investment Counsel
Chicago, IL |
BUY
|
- |
960+ 7.32% |
$44.4K - $45.5K
|
14.1K
$657K
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-9.65K- 98.6% |
$446K - $457K
|
137
$6.4K
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
5.89KNew |
$272K - $279K
|
5.89K
$275K
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
21.8K+ 174.93% |
$1.01M - $1.03M
|
34.2K
$1.6M
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-416K- 11.32% |
$19.2M - $19.7M
|
3.26M
$152M
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
BUY
|
- |
170K+ 614.43% |
$7.88M - $8.07M
|
198K
$9.25M
|
|
May 09, 2024
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-292K- 89.8% |
$13.5M - $13.8M
|
33.2K
$1.55M
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-3.36K- 18.2% |
$156K - $159K
|
15.1K
$706K
|
|
May 09, 2024
Q1 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
1+ 0.06% |
$46.2 - $47.4
|
1.56K
$73K
|
|
May 08, 2024
Q1 2024
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
15.3K+ 9.68% |
$707K - $724K
|
173K
$8.09M
|
|
May 08, 2024
Q1 2024
|
Avid Wealth Partners LLC
San Antonio, TX |
BUY
|
- |
8.74K+ 26.27% |
$404K - $414K
|
42K
$1.96M
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
34.9K+ 307.78% |
$1.62M - $1.65M
|
46.3K
$2.16M
|
|
May 08, 2024
Q1 2024
|
North Landing Financial Partners, LLC
Rochester, NY |
BUY
|
- |
49+ 1.01% |
$2.27K - $2.32K
|
4.92K
$230K
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-34.5K- 48.01% |
$1.59M - $1.63M
|
37.4K
$1.74M
|
|
May 07, 2024
Q1 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
11K+ 206.47% |
$509K - $521K
|
16.3K
$763K
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
1.82K+ 12.95% |
$84.3K - $86.3K
|
15.9K
$743K
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
1.81K+ 21.7% |
$83.5K - $85.5K
|
10.1K
$473K
|
|
May 07, 2024
Q1 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
27.3K+ 7.44% |
$1.26M - $1.29M
|
394K
$18.4M
|
|
May 07, 2024
Q1 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
4.78K+ 41.57% |
$221K - $226K
|
16.3K
$761K
|
|
May 06, 2024
Q1 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-40.6K- 15.95% |
$1.88M - $1.92M
|
214K
$9.99M
|
|
May 06, 2024
Q1 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
18K+ 13.24% |
$831K - $851K
|
154K
$7.18M
|
|
May 06, 2024
Q1 2024
|
Destiny Capital Corp/Co
Golden, CO |
SELL
|
- |
-5.22K- 7.32% |
$241K - $247K
|
66.1K
$3.09M
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-458- 8.5% |
$21.2K - $21.7K
|
4.93K
$230K
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
48.8K+ 54.63% |
$2.26M - $2.31M
|
138K
$6.45M
|
|
May 06, 2024
Q1 2024
|
Pfg Advisors
|
BUY
|
- |
3.17K+ 10.11% |
$147K - $150K
|
34.5K
$1.61M
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
SELL
|
- |
-549- 7.58% |
$25.4K - $26K
|
6.69K
$313K
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-2.34K- 44.85% |
$108K - $111K
|
2.88K
$134K
|
|
May 03, 2024
Q1 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-625- 5.23% |
$28.9K - $29.6K
|
11.3K
$529K
|
|
May 02, 2024
Q1 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
16.2K+ 16.56% |
$748K - $766K
|
114K
$5.32M
|
|
May 02, 2024
Q1 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
4.67K+ 8.6% |
$216K - $221K
|
59K
$2.75M
|
|
May 02, 2024
Q1 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-12K- 50.19% |
$555K - $568K
|
11.9K
$556K
|
|
May 02, 2024
Q1 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
1.37KNew |
$63.4K - $64.9K
|
1.37K
$64K
|
|
May 02, 2024
Q1 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-647- 1.56% |
$29.9K - $30.6K
|
40.9K
$1.91M
|
|
May 01, 2024
Q1 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-3K- 8.79% |
$139K - $142K
|
31.2K
$1.45M
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-2- -0.0% |
$92.5 - $94.7
|
44.8K
$2.09M
|
|
May 01, 2024
Q1 2024
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-3.01K- 36.57% |
$139K - $143K
|
5.23K
$244K
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
9K+ 119.57% |
$416K - $426K
|
16.5K
$771K
|
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
BUY
|
- |
106New |
$4.9K - $5.02K
|
106
$4.95K
|
|
Apr 30, 2024
Q1 2024
|
Mainstay Capital Management LLC
|
BUY
|
- |
12.9KNew |
$595K - $609K
|
12.9K
$600K
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
6+ 0.66% |
$277 - $284
|
915
$42.7K
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
198New |
$9.16K - $9.38K
|
198
$9.24K
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-21.7K- 10.62% |
$1M - $1.03M
|
182K
$8.51M
|
|
Apr 30, 2024
Q1 2024
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
4.38KNew |
$202K - $207K
|
4.38K
$204K
|
|
Apr 30, 2024
Q1 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-20- 0.27% |
$925 - $947
|
7.36K
$344K
|