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 |
---|---|---|---|---|---|---|---|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-19.1K- 41.91% |
$866K - $895K
|
26.4K
$1.28M
|
|
Jul 23, 2024
Q2 2024
|
Rockland Trust CO
|
SELL
|
- |
-4.97K- 45.29% |
$226K - $233K
|
6K
$291K
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-87- 3.02% |
$3.95K - $4.08K
|
2.79K
$135K
|
|
Jul 23, 2024
Q2 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
40.5KNew |
$1.84M - $1.9M
|
40.5K
$1.96M
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
178+ 4.72% |
$8.09K - $8.35K
|
3.95K
$191K
|
|
Jul 23, 2024
Q2 2024
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-15.2K- 1.94% |
$690K - $713K
|
766K
$37.1M
|
|
Jul 22, 2024
Q2 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
7.6KNew |
$345K - $357K
|
7.6K
$368K
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-640- 2.11% |
$29.1K - $30K
|
29.7K
$1.44M
|
|
Jul 22, 2024
Q2 2024
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-3.29K- 0.44% |
$150K - $154K
|
749K
$36.3M
|
|
Jul 22, 2024
Q2 2024
|
Treasure Coast Financial Planning
|
SELL
|
- |
-668- 3.05% |
$30.3K - $31.3K
|
21.2K
$1.03M
|
|
Jul 19, 2024
Q2 2024
|
Avid Wealth Partners LLC
San Antonio, TX |
BUY
|
- |
8.35K+ 19.86% |
$379K - $392K
|
50.4K
$2.44M
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1.86K- 1.99% |
$84.5K - $87.3K
|
91.7K
$4.44M
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-89.8K- 32.03% |
$4.08M - $4.22M
|
191K
$9.23M
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
1.03KNew |
$46.8K - $48.4K
|
1.03K
$49.9K
|
|
Jul 18, 2024
Q2 2024
|
Beacon Financial Planning, Inc
Hyannis, MA |
SELL
|
- |
-3.1K- 1.16% |
$141K - $145K
|
263K
$12.7M
|
|
Jul 18, 2024
Q2 2024
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
4.96KNew |
$225K - $233K
|
4.96K
$240K
|
|
Jul 18, 2024
Q2 2024
|
North Landing Financial Partners, LLC
Rochester, NY |
BUY
|
- |
4.97KNew |
$226K - $233K
|
4.97K
$241K
|
|
Jul 18, 2024
Q2 2024
|
Insight Wealth Partners, LLC
|
SELL
|
- |
-639- 0.76% |
$29K - $30K
|
83.9K
$4.06M
|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
BUY
|
- |
269K+ 95.08% |
$12.2M - $12.6M
|
552K
$26.7M
|
|
Jul 18, 2024
Q2 2024
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
3.05K+ 40.69% |
$139K - $143K
|
10.5K
$510K
|
|
Jul 17, 2024
Q2 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
38.7K+ 33.96% |
$1.76M - $1.81M
|
153K
$7.39M
|
|
Jul 17, 2024
Q2 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
7.45K+ 3.39% |
$338K - $349K
|
227K
$11M
|
|
Jul 17, 2024
Q2 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-13.9K- 45.51% |
$631K - $652K
|
16.6K
$805K
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-50.2K- 29.35% |
$2.28M - $2.36M
|
121K
$5.85M
|
|
Jul 16, 2024
Q2 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-473- 0.5% |
$21.5K - $22.2K
|
93.3K
$4.52M
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
21.5K+ 15.58% |
$978K - $1.01M
|
160K
$7.73M
|
|
Jul 15, 2024
Q2 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
12K+ 14.78% |
$545K - $563K
|
93.1K
$4.51M
|
|
Jul 15, 2024
Q2 2024
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
2.51K+ 4.4% |
$114K - $118K
|
59.6K
$2.88M
|
|
Jul 15, 2024
Q2 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.99K+ 7.45% |
$90.5K - $93.4K
|
28.7K
$1.39M
|
|
Jul 15, 2024
Q2 2024
|
Cooper Financial Group
|
BUY
|
- |
12.1K+ 25.78% |
$548K - $567K
|
58.9K
$2.85M
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
259K+ 115.85% |
$11.8M - $12.2M
|
483K
$23.4M
|
|
Jul 15, 2024
Q2 2024
|
Financial Designs Corp
Claremont, CA |
BUY
|
- |
2.92K+ 1.97% |
$132K - $137K
|
151K
$7.32M
|
|
Jul 15, 2024
Q2 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
44+ 1.21% |
$2K - $2.06K
|
3.69K
$179K
|
|
Jul 12, 2024
Q2 2024
|
Mechanics Bank Trust Department
|
SELL
|
- |
-16.4K- 14.63% |
$747K - $771K
|
95.9K
$4.64M
|
|
Jul 12, 2024
Q2 2024
|
Retirement Planning Group
|
SELL
|
- |
-199K- 82.83% |
$9.04M - $9.33M
|
41.2K
$2M
|
|
Jul 12, 2024
Q2 2024
|
Williams & Novak, LLC
Westlake Village, CA |
BUY
|
- |
30.5KNew |
$1.39M - $1.43M
|
30.5K
$1.48M
|
|
Jul 12, 2024
Q2 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
142K+ 33.45% |
$6.47M - $6.68M
|
568K
$27.5M
|
|
Jul 11, 2024
Q2 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-1.8K- 15.07% |
$81.5K - $84.2K
|
10.1K
$490K
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
63.2K+ 268.55% |
$2.87M - $2.96M
|
86.7K
$4.2M
|
|
Jul 10, 2024
Q2 2024
|
Stewardship Advisors, LLC
|
BUY
|
- |
5.2K+ 4.54% |
$236K - $244K
|
120K
$5.79M
|
|
Jul 09, 2024
Q2 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
5.1K+ 19.88% |
$232K - $239K
|
30.7K
$1.49M
|
|
Jul 09, 2024
Q2 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-367- 14.98% |
$16.7K - $17.2K
|
2.08K
$101K
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
88.5K+ 9.47% |
$4.02M - $4.15M
|
1.02M
$49.5M
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
67New |
$3.04K - $3.14K
|
67
$3.24K
|
|
Jul 05, 2024
Q2 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
1.42K+ 11.29% |
$64.3K - $66.5K
|
14K
$676K
|
|
Jul 02, 2024
Q2 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
3.84K+ 8.1% |
$174K - $180K
|
51.2K
$2.48M
|
|
Q1 2024 | |||||||
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-64.3K- 4.43% |
$2.97M - $3.05M
|
1.39M
$67.2M
|
|
May 22, 2024
Q1 2024
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
SELL
|
- |
-29- 96.67% |
$1.34K - $1.37K
|
1
$48.4
|
|
May 15, 2024
Q1 2024
|
Goodman Advisory Group, LLC
|
BUY
|
- |
33.9KNew |
$1.57M - $1.6M
|
33.9K
$1.64M
|