Purchases and Sales Made in Q1 2023 in Invesco Actively Managed ETF T (GTO)
This table provides information about the institutional ownership of Invesco Actively Managed ETF T (GTO) during Q1 2023. The information is specifically focused on institutions that hold shares of INVESCO ACTIVELY MANAGED ETF T.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
SELL
|
- |
-4.45K- 1.34% |
$208K - $217K
|
327K
$15.3M
|
|
|
Jun 05, 2023
Q1 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-4.7K- 2.66% |
$219K - $229K
|
172K
$8.04M
|
|
|
May 12, 2023
Q1 2023
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-4.71K- 2.61% |
$219K - $229K
|
176K
$8.22M
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-4.73K- 9.44% |
$221K - $230K
|
45.4K
$2.12M
|
|
|
May 04, 2023
Q1 2023
|
Treasure Coast Financial Planning
|
SELL
|
- |
-4.98K- 16.67% |
$232K - $242K
|
24.9K
$1.16M
|
|
|
May 15, 2023
Q1 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-5.8K- 10.12% |
$270K - $282K
|
51.6K
$2.41M
|
|
|
Dec 20, 2023
Q1 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-7.84KClosed |
$365K - $381K
|
0
$0
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-9.89K- 15.63% |
$461K - $481K
|
53.4K
$2.5M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-10K- 39.21% |
$467K - $487K
|
15.5K
$726K
|
|
|
Apr 07, 2023
Q1 2023
|
Hbw Advisory Services LLC
|
SELL
|
- |
-10.2K- 45.55% |
$475K - $496K
|
12.2K
$570K
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-10.8K- 52.61% |
$503K - $525K
|
9.73K
$455K
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-11.1K- 20.3% |
$516K - $539K
|
43.5K
$2.03M
|
|
|
Apr 28, 2023
Q1 2023
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-12.2K- 35.94% |
$568K - $593K
|
21.7K
$1.02M
|
|
|
May 15, 2023
Q1 2023
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
SELL
|
- |
-14.1K- 28.95% |
$655K - $684K
|
34.5K
$1.61M
|
|
|
Apr 10, 2023
Q1 2023
|
Mechanics Bank Trust Department
|
SELL
|
- |
-15.7K- 9.31% |
$733K - $766K
|
153K
$7.17M
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-17.5K- 24.69% |
$818K - $854K
|
53.5K
$2.5M
|
|
|
Apr 20, 2023
Q1 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-19.3K- 63.57% |
$899K - $939K
|
11.1K
$517K
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-25.5K- 44.02% |
$1.19M - $1.24M
|
32.5K
$1.52M
|
|
|
May 02, 2023
Q1 2023
|
Flynn Zito Capital Management, LLC
|
SELL
|
- |
-27.4K- 63.1% |
$1.28M - $1.33M
|
16K
$749K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-27.7K- 60.49% |
$1.29M - $1.35M
|
18.1K
$846K
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-28.5K- 9.92% |
$1.33M - $1.39M
|
258K
$12.1M
|
|
|
Apr 25, 2023
Q1 2023
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-28.6K- 11.79% |
$1.33M - $1.39M
|
214K
$10M
|
|
|
Jul 22, 2024
Q1 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-32.5K- 8.37% |
$1.52M - $1.58M
|
356K
$16.7M
|
|
|
Apr 24, 2023
Q1 2023
|
Rockland Trust CO
|
SELL
|
- |
-42.3K- 21.98% |
$1.97M - $2.06M
|
150K
$7.03M
|
|
|
Apr 19, 2023
Q1 2023
|
Retirement Planning Group
|
SELL
|
- |
-56.9K- 33.75% |
$2.65M - $2.77M
|
112K
$5.22M
|
|
|
May 02, 2023
Q1 2023
|
Vicus Capital
State College, PA |
SELL
|
- |
-64.6K- 93.62% |
$3.01M - $3.14M
|
4.4K
$206K
|
|
|
Apr 12, 2023
Q1 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-104K- 85.84% |
$4.83M - $5.04M
|
17.1K
$800K
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
SELL
|
- |
-122K- 60.54% |
$5.7M - $5.95M
|
79.7K
$3.73M
|
|
|
May 16, 2023
Q1 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-237K- 92.14% |
$11M - $11.5M
|
20.2K
$944K
|