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 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
2.7K+ 8.89% |
$124K - $128K
|
33.1K
$1.55M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
13.3K+ 2.42% |
$608K - $628K
|
561K
$26.3M
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
56+ 0.48% |
$2.57K - $2.65K
|
11.8K
$552K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
430New |
$19.7K - $20.4K
|
430
$20.2K
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
534+ 8.77% |
$24.5K - $25.3K
|
6.62K
$311K
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-1.6K- 3.78% |
$73.6K - $75.9K
|
40.8K
$1.91M
|
|
|
Apr 22, 2025
Q1 2025
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
51+ 1.16% |
$2.34K - $2.42K
|
4.44K
$208K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.51K+ 6.4% |
$161K - $166K
|
58.3K
$2.73M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
4.95K+ 2.46% |
$227K - $234K
|
206K
$9.67M
|
|
|
Apr 21, 2025
Q1 2025
|
North Landing Financial Partners, LLC
Rochester, NY |
BUY
|
- |
52+ 1.03% |
$2.39K - $2.46K
|
5.12K
$240K
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
419New |
$19.2K - $19.8K
|
419
$19.6K
|
|
|
Apr 17, 2025
Q1 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
1+ 3.57% |
$45.9 - $47.4
|
29
$1.36K
|
|
|
Apr 17, 2025
Q1 2025
|
Avid Wealth Partners LLC
San Antonio, TX |
BUY
|
- |
27.4K+ 33.22% |
$1.26M - $1.3M
|
110K
$5.15M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3.89K+ 34.01% |
$178K - $184K
|
15.3K
$718K
|
|
|
Apr 17, 2025
Q1 2025
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-837- 1.12% |
$38.4K - $39.6K
|
73.8K
$3.46M
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
38.9K+ 20.95% |
$1.79M - $1.84M
|
225K
$10.5M
|
|
|
Apr 16, 2025
Q1 2025
|
Destiny Capital Corp/Co
Golden, CO |
SELL
|
- |
-5.39K- 8.61% |
$247K - $255K
|
57.2K
$2.68M
|
|
|
Apr 16, 2025
Q1 2025
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-10.3K- 10.7% |
$474K - $490K
|
86.2K
$4.04M
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-1.42K- 20.15% |
$65.4K - $67.5K
|
5.64K
$265K
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
167KNew |
$7.64M - $7.89M
|
167K
$7.81M
|
|
|
Apr 14, 2025
Q1 2025
|
Financial Designs Corp
Claremont, CA |
SELL
|
- |
-133K- 88.38% |
$6.12M - $6.32M
|
17.5K
$822K
|
|
|
Apr 11, 2025
Q1 2025
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
11.1K+ 19.41% |
$510K - $527K
|
68.4K
$3.21M
|
|
|
Apr 10, 2025
Q1 2025
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-3.88K- 0.49% |
$178K - $184K
|
779K
$36.5M
|
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
SELL
|
- |
-1.56K- 4.31% |
$71.6K - $73.8K
|
34.6K
$1.62M
|
|
|
Apr 09, 2025
Q1 2025
|
Hbw Advisory Services LLC
|
SELL
|
- |
-1.18K- 5.4% |
$54.1K - $55.8K
|
20.6K
$968K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-115K- 72.43% |
$5.26M - $5.43M
|
43.6K
$2.05M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-4.41K- 12.81% |
$202K - $209K
|
30K
$1.41M
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
BUY
|
- |
1.43K+ 2.57% |
$65.6K - $67.7K
|
57.1K
$2.68M
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
78.3K+ 2.66% |
$3.63M - $3.79M
|
3.02M
$142M
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
28New |
$1.3K - $1.36K
|
28
$1.31K
|
|
|
Feb 18, 2025
Q4 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
396+ 3.86% |
$18.3K - $19.2K
|
10.7K
$500K
|
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
15KNew |
$693K - $725K
|
15K
$702K
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
5.09KNew |
$236K - $247K
|
5.09K
$239K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
121New |
$5.61K - $5.86K
|
121
$5.67K
|
|
|
Feb 12, 2025
Q4 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-123- 77.36% |
$5.7K - $5.95K
|
36
$1.69K
|
|
|
Feb 11, 2025
Q4 2024
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
5.24KNew |
$243K - $253K
|
5.24K
$245K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
507KNew |
$23.5M - $24.6M
|
507K
$23.8M
|
|
|
Feb 04, 2025
Q4 2024
|
Daner Wealth Management, LLC
Alpharetta, GA |
BUY
|
- |
70.4KNew |
$3.26M - $3.41M
|
70.4K
$3.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
106+ 1.22% |
$4.91K - $5.13K
|
8.82K
$413K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-990- 28.01% |
$45.9K - $47.9K
|
2.55K
$119K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-76- 0.63% |
$3.52K - $3.68K
|
12.1K
$566K
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-265- 34.6% |
$12.3K - $12.8K
|
501
$23.5K
|
|
|
Jan 22, 2025
Q4 2024
|
Williams & Novak, LLC
Westlake Village, CA |
SELL
|
- |
-12.8K- 42.6% |
$593K - $619K
|
17.2K
$808K
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
1.35K+ 17.76% |
$62.7K - $65.5K
|
8.97K
$421K
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
4.14K+ 4.37% |
$192K - $201K
|
98.9K
$4.64M
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-314- 20.27% |
$14.5K - $15.2K
|
1.24K
$57.9K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
720New |
$33.4K - $34.9K
|
720
$33.8K
|
|
|
Jan 15, 2025
Q4 2024
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
253New |
$11.7K - $12.2K
|
253
$11.9K
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
821New |
$38K - $39.7K
|
821
$38.5K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
800New |
$37K - $39K
|
800
$37.5K
|
|