Latest Institutional Purchases of Invesco Actively Managed ETF T (GTO)
This list provides information on the latest institutional transactions involving Invesco Actively Managed ETF T (GTO) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
3.19K+ 49.81% |
$147K - $152K
|
9.61K
$445K
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
BUY
|
- |
2K+ 2020.2% |
$92K - $95.3K
|
2.1K
$97.3K
|
|
Jul 13, 2023
Q2 2023
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
1.7K+ 2.09% |
$78K - $80.8K
|
82.8K
$3.84M
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
366New |
$16.8K - $17.4K
|
366
$17K
|
|
Jul 27, 2023
Q2 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
250+ 5.66% |
$11.5K - $11.9K
|
4.67K
$216K
|
|
Q1 2023 | |||||||
Apr 27, 2023
Q1 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
118KNew |
$5.51M - $5.75M
|
118K
$5.48M
|
|
May 12, 2023
Q1 2023
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
34.7K+ 74.85% |
$1.62M - $1.69M
|
81K
$3.76M
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
24.7KNew |
$1.15M - $1.2M
|
24.7K
$1.14M
|
|
May 10, 2023
Q1 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
2.68KNew |
$125K - $130K
|
2.68K
$124K
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
215New |
$10K - $10.5K
|
215
$9.97K
|
|
Q4 2022 | |||||||
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
174K+ 598455.19% |
$7.69M - $8.3M
|
174K
$8.05M
|
|
Feb 14, 2023
Q4 2022
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
4.41KNew |
$195K - $211K
|
4.41K
$205K
|
|
Jan 17, 2023
Q4 2022
|
Fortem Financial Group, LLC
|
BUY
|
- |
1.08K+ 3.01% |
$48K - $51.7K
|
37K
$1.72M
|
|
Feb 14, 2023
Q4 2022
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
566New |
$25.1K - $27.1K
|
566
$26.2K
|
|
Q3 2022 | |||||||
Oct 13, 2022
Q3 2022
|
Wealth Management Resources, Inc.
|
BUY
|
- |
3.84K+ 2.75% |
$175K - $190K
|
144K
$6.67M
|
|
Oct 24, 2022
Q3 2022
|
First Command Advisory Services, Inc.
|
BUY
|
- |
508New |
$23.1K - $25.2K
|
508
$23.6K
|
|
Nov 14, 2022
Q3 2022
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
116+ 1.47% |
$5.28K - $5.74K
|
8K
$371K
|
|
Q2 2022 | |||||||
Aug 15, 2022
Q2 2022
|
Shorepoint Capital Partners LLC
Norwood, MA |
BUY
|
- |
83.6KNew |
$3.99M - $4.38M
|
83.6K
$3.88M
|
|
Aug 11, 2022
Q2 2022
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
BUY
|
- |
49.4KNew |
$2.36M - $2.59M
|
49.4K
$2.29M
|
|
Aug 01, 2022
Q2 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
4.01K+ 14.89% |
$191K - $210K
|
30.9K
$1.43M
|
|
Jul 15, 2022
Q2 2022
|
Pinnacle Private Wealth, LLC
|
BUY
|
- |
1.38K+ 19.3% |
$65.6K - $72.1K
|
8.5K
$394K
|
|
Aug 03, 2022
Q2 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
1.14K+ 15.34% |
$54.6K - $60K
|
8.6K
$399K
|
|
Aug 09, 2022
Q2 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
34New |
$1.62K - $1.78K
|
34
$1.58K
|
|
Q1 2022 | |||||||
Aug 05, 2022
Q1 2022
|
January Capital Advisors LLC
|
BUY
|
- |
85.3KNew |
$4.42M - $4.77M
|
85.3K
$3.96M
|
|
Apr 26, 2022
Q1 2022
|
Landmark Wealth Management, LLC
|
BUY
|
- |
1.11KNew |
$57.3K - $61.9K
|
1.11K
$51.3K
|
|
May 05, 2022
Q1 2022
|
Professional Financial Advisors, LLC
|
BUY
|
- |
76New |
$3.93K - $4.25K
|
76
$3.52K
|
|
Q3 2021 | |||||||
Oct 20, 2021
Q3 2021
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
45.2KNew |
$2.57M - $2.61M
|
45.2K
$2.1M
|
|
Q4 2020 | |||||||
Feb 04, 2021
Q4 2020
|
Us Bancorp \De\
|
BUY
|
- |
296New |
$17K - $17.4K
|
296
$13.7K
|
|
Q2 2020 | |||||||
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
772+ 18.44% |
$40.8K - $44.2K
|
4.96K
$230K
|
|
Q1 2020 | |||||||
Aug 06, 2024
Q1 2020
|
Hantz Financial Services, Inc.
|
BUY
|
- |
56New |
$2.81K - $3.17K
|
56
$2.6K
|
|
Q3 2017 | |||||||
Jan 03, 2024
Q3 2017
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
886New |
$46.6K - $46.7K
|
886
$41.1K
|