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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
800New |
$37K - $39K
|
800
$37.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
43New |
$1.99K - $2.1K
|
43
$2K
|
|
|
Nov 13, 2024
Q3 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
3.83KNew |
$177K - $187K
|
3.83K
$178K
|
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-137- 20.15% |
$6.33K - $6.68K
|
543
$25.3K
|
|
|
Nov 08, 2024
Q3 2024
|
Strategy Asset Managers LLC
|
SELL
|
- |
-57- 1.09% |
$2.63K - $2.78K
|
5.17K
$241K
|
|
|
Nov 08, 2024
Q3 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
17.3KNew |
$800K - $844K
|
17.3K
$806K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.73KNew |
$79.7K - $84.1K
|
1.73K
$80.3K
|
|
|
Nov 06, 2024
Q3 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-617- 12.06% |
$28.5K - $30.1K
|
4.5K
$209K
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1.14K- 80.62% |
$52.9K - $55.8K
|
275
$12.8K
|
|
|
Oct 25, 2024
Q3 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-3.02K- 81.87% |
$140K - $147K
|
669
$31.1K
|
|
|
Oct 18, 2024
Q3 2024
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-185- 3.75% |
$8.55K - $9.02K
|
4.75K
$221K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
104K+ 54.35% |
$4.79M - $5.05M
|
294K
$13.7M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
16.6K+ 18.1% |
$767K - $809K
|
108K
$5.04M
|
|
|
Oct 17, 2024
Q3 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
100New |
$4.62K - $4.88K
|
100
$4.66K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-2.61K- 34.07% |
$118K - $122K
|
5.05K
$235K
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-5.04K- 98.34% |
$229K - $236K
|
85
$3.96K
|
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
1.1KNew |
$49.9K - $51.6K
|
1.1K
$51.2K
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
1+ 4.35% |
$45.4 - $46.9
|
24
$1.12K
|
|
|
Jul 24, 2024
Q2 2024
|
Diversified, LLC
|
BUY
|
- |
5.23KNew |
$238K - $245K
|
5.23K
$244K
|
|
|
Jul 23, 2024
Q2 2024
|
Rockland Trust CO
|
SELL
|
- |
-4.97K- 45.29% |
$226K - $233K
|
6K
$279K
|
|
|
Jul 22, 2024
Q2 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
7.6KNew |
$345K - $357K
|
7.6K
$354K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
1.03KNew |
$46.8K - $48.4K
|
1.03K
$48K
|
|
|
Jul 17, 2024
Q2 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-13.9K- 45.51% |
$631K - $652K
|
16.6K
$774K
|
|
|
Jul 11, 2024
Q2 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-1.8K- 15.07% |
$81.5K - $84.2K
|
10.1K
$471K
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
67New |
$3.04K - $3.14K
|
67
$3.12K
|
|
| Q1 2024 | |||||||
|
Jan 15, 2025
Q1 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-6.79KClosed |
$314K - $322K
|
0
$0
|
|
|
May 22, 2024
Q1 2024
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
SELL
|
- |
-29- 96.67% |
$1.34K - $1.37K
|
1
$46.6
|
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
266+ 6.64% |
$12.3K - $12.6K
|
4.28K
$199K
|
|
|
May 14, 2024
Q1 2024
|
Old Mission Capital LLC
|
BUY
|
- |
9.09K+ 93.81% |
$420K - $431K
|
18.8K
$874K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
18.4K+ 50.58% |
$849K - $870K
|
54.7K
$2.55M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
30.3K+ 308.04% |
$1.4M - $1.43M
|
40.1K
$1.87M
|
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
34.9K+ 307.78% |
$1.62M - $1.65M
|
46.3K
$2.16M
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
1.82K+ 12.95% |
$84.3K - $86.3K
|
15.9K
$740K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
9K+ 119.57% |
$416K - $426K
|
16.5K
$769K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
6+ 0.66% |
$277 - $284
|
915
$42.6K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
198New |
$9.16K - $9.38K
|
198
$9.22K
|
|
|
Apr 30, 2024
Q1 2024
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
4.38KNew |
$202K - $207K
|
4.38K
$204K
|
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
134+ 87.58% |
$6.2K - $6.34K
|
287
$13.4K
|
|
|
Apr 24, 2024
Q1 2024
|
Intergy Private Wealth, LLC
|
SELL
|
- |
-1.69K- 23.83% |
$78K - $79.8K
|
5.39K
$251K
|
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
7.36KNew |
$341K - $349K
|
7.36K
$343K
|
|
|
Apr 18, 2024
Q1 2024
|
Hedeker Wealth, LLC
|
SELL
|
- |
-8.1K- 13.91% |
$374K - $383K
|
50.1K
$2.33M
|
|
|
Apr 10, 2024
Q1 2024
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-100- 0.75% |
$4.62K - $4.74K
|
13.2K
$615K
|
|
| Q4 2023 | |||||||
|
May 03, 2024
Q4 2023
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
4.37KNew |
$190K - $207K
|
4.37K
$204K
|
|
|
Apr 26, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-16.3K- 91.04% |
$711K - $775K
|
1.61K
$74.9K
|
|
|
Mar 14, 2024
Q4 2023
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
200New |
$8.7K - $9.48K
|
200
$9.31K
|
|
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-117- 1.56% |
$5.09K - $5.55K
|
7.39K
$344K
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
1.76KNew |
$76.6K - $83.5K
|
1.76K
$82K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
469KNew |
$20.4M - $22.2M
|
469K
$21.8M
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
BUY
|
- |
64New |
$2.78K - $3.03K
|
64
$2.98K
|
|
|
Jan 09, 2024
Q4 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-5.09K- 52.5% |
$221K - $241K
|
4.61K
$214K
|
|