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 |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-38K- 7.06% |
$1.74M - $1.8M
|
500K
$23.3M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
9K+ 4.78% |
$413K - $426K
|
197K
$9.19M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
257K+ 9.63% |
$11.8M - $12.2M
|
2.93M
$136M
|
|
|
Apr 29, 2025
Q1 2025
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
224New |
$10.3K - $10.6K
|
224
$10.4K
|
|
|
Apr 29, 2025
Q1 2025
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
4.39KNew |
$201K - $208K
|
4.39K
$204K
|
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-26.6K- 56.45% |
$1.22M - $1.26M
|
20.5K
$956K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.2K+ 12.43% |
$55.2K - $57K
|
10.9K
$507K
|
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
46.1K+ 33.16% |
$2.12M - $2.19M
|
185K
$8.62M
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-12.6K- 52.91% |
$580K - $599K
|
11.3K
$524K
|
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
2.7K+ 8.89% |
$124K - $128K
|
33.1K
$1.54M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
13.3K+ 2.42% |
$608K - $628K
|
561K
$26.1M
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
430New |
$19.7K - $20.4K
|
430
$20K
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-1.6K- 3.78% |
$73.6K - $75.9K
|
40.8K
$1.9M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.51K+ 6.4% |
$161K - $166K
|
58.3K
$2.71M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
4.95K+ 2.46% |
$227K - $234K
|
206K
$9.6M
|
|
|
Apr 21, 2025
Q1 2025
|
North Landing Financial Partners, LLC
Rochester, NY |
BUY
|
- |
52+ 1.03% |
$2.39K - $2.46K
|
5.12K
$238K
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
419New |
$19.2K - $19.8K
|
419
$19.5K
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
38.9K+ 20.95% |
$1.79M - $1.84M
|
225K
$10.5M
|
|
|
Apr 17, 2025
Q1 2025
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-837- 1.12% |
$38.4K - $39.6K
|
73.8K
$3.43M
|
|
|
Apr 17, 2025
Q1 2025
|
Avid Wealth Partners LLC
San Antonio, TX |
BUY
|
- |
27.4K+ 33.22% |
$1.26M - $1.3M
|
110K
$5.11M
|
|
|
Apr 17, 2025
Q1 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
1+ 3.57% |
$45.9 - $47.4
|
29
$1.35K
|
|
|
Apr 16, 2025
Q1 2025
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-10.3K- 10.7% |
$474K - $490K
|
86.2K
$4.01M
|
|
|
Apr 16, 2025
Q1 2025
|
Destiny Capital Corp/Co
Golden, CO |
SELL
|
- |
-5.39K- 8.61% |
$247K - $255K
|
57.2K
$2.66M
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-1.42K- 20.15% |
$65.4K - $67.5K
|
5.64K
$263K
|
|
|
Apr 11, 2025
Q1 2025
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
11.1K+ 19.41% |
$510K - $527K
|
68.4K
$3.18M
|
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
SELL
|
- |
-1.56K- 4.31% |
$71.6K - $73.8K
|
34.6K
$1.61M
|
|
|
Apr 09, 2025
Q1 2025
|
Hbw Advisory Services LLC
|
SELL
|
- |
-1.18K- 5.4% |
$54.1K - $55.8K
|
20.6K
$961K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-4.41K- 12.81% |
$202K - $209K
|
30K
$1.4M
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
BUY
|
- |
1.43K+ 2.57% |
$65.6K - $67.7K
|
57.1K
$2.66M
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
78.3K+ 2.66% |
$3.63M - $3.79M
|
3.02M
$141M
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
28New |
$1.3K - $1.36K
|
28
$1.3K
|
|
|
Feb 18, 2025
Q4 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
396+ 3.86% |
$18.3K - $19.2K
|
10.7K
$496K
|
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
15KNew |
$693K - $725K
|
15K
$697K
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
5.09KNew |
$236K - $247K
|
5.09K
$237K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
121New |
$5.61K - $5.86K
|
121
$5.63K
|
|
|
Feb 12, 2025
Q4 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-123- 77.36% |
$5.7K - $5.95K
|
36
$1.68K
|
|
|
Feb 11, 2025
Q4 2024
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
5.24KNew |
$243K - $253K
|
5.24K
$244K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
507KNew |
$23.5M - $24.6M
|
507K
$23.6M
|
|
|
Feb 04, 2025
Q4 2024
|
Daner Wealth Management, LLC
Alpharetta, GA |
BUY
|
- |
70.4KNew |
$3.26M - $3.41M
|
70.4K
$3.28M
|
|
|
Jan 31, 2025
Q4 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
106+ 1.22% |
$4.91K - $5.13K
|
8.82K
$410K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-76- 0.63% |
$3.52K - $3.68K
|
12.1K
$562K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-990- 28.01% |
$45.9K - $47.9K
|
2.55K
$118K
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-265- 34.6% |
$12.3K - $12.8K
|
501
$23.3K
|
|
|
Jan 22, 2025
Q4 2024
|
Williams & Novak, LLC
Westlake Village, CA |
SELL
|
- |
-12.8K- 42.6% |
$593K - $619K
|
17.2K
$802K
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
1.35K+ 17.76% |
$62.7K - $65.5K
|
8.97K
$418K
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
4.14K+ 4.37% |
$192K - $201K
|
98.9K
$4.6M
|
|
|
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
|
Fifth Third Bancorp
|
BUY
|
- |
720New |
$33.4K - $34.9K
|
720
$33.5K
|
|
|
Jan 15, 2025
Q4 2024
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
253New |
$11.7K - $12.2K
|
253
$11.8K
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
821New |
$38K - $39.7K
|
821
$38.2K
|
|