Purchases and Sales Made in Q1 2025 in Invesco Actively Managed ETF T (GTO)
This table provides information about the institutional ownership of Invesco Actively Managed ETF T (GTO) during Q1 2025. 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 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
257K+ 9.63% |
$11.8M - $12.2M
|
2.93M
$137M
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
167KNew |
$7.64M - $7.89M
|
167K
$7.77M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
103K+ 6.48% |
$4.74M - $4.89M
|
1.7M
$79.1M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
89K+ 50.51% |
$4.09M - $4.22M
|
265K
$12.4M
|
|
|
Apr 24, 2025
Q1 2025
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
74.5KNew |
$3.42M - $3.53M
|
74.5K
$3.47M
|
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
46.1K+ 33.16% |
$2.12M - $2.19M
|
185K
$8.64M
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
38.9K+ 20.95% |
$1.79M - $1.84M
|
225K
$10.5M
|
|
|
Apr 21, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
36.4K+ 340.94% |
$1.67M - $1.73M
|
47.1K
$2.2M
|
|
|
Apr 14, 2025
Q1 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
30.3K+ 11.18% |
$1.39M - $1.43M
|
301K
$14.1M
|
|
|
Apr 17, 2025
Q1 2025
|
Avid Wealth Partners LLC
San Antonio, TX |
BUY
|
- |
27.4K+ 33.22% |
$1.26M - $1.3M
|
110K
$5.13M
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
20K+ 3.56% |
$919K - $948K
|
582K
$27.1M
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
18.6KNew |
$854K - $882K
|
18.6K
$869K
|
|
|
Apr 07, 2025
Q1 2025
|
Howard Financial Services, Ltd.
|
BUY
|
- |
14.2K+ 2.02% |
$650K - $671K
|
715K
$33.4M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
13.3K+ 2.42% |
$608K - $628K
|
561K
$26.2M
|
|
|
Apr 11, 2025
Q1 2025
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
11.1K+ 19.41% |
$510K - $527K
|
68.4K
$3.19M
|
|
|
Apr 17, 2025
Q1 2025
|
Stewardship Advisors, LLC
|
BUY
|
- |
9.75K+ 4.14% |
$447K - $462K
|
245K
$11.4M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
9K+ 4.78% |
$413K - $426K
|
197K
$9.21M
|
|
|
May 02, 2025
Q1 2025
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
8.38K+ 34.87% |
$385K - $397K
|
32.4K
$1.51M
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
6.43K+ 1.75% |
$295K - $304K
|
374K
$17.5M
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
5.51KNew |
$253K - $261K
|
5.51K
$257K
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
5.49K+ 341.63% |
$252K - $260K
|
7.1K
$331K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
4.95K+ 2.46% |
$227K - $234K
|
206K
$9.62M
|
|
|
Apr 29, 2025
Q1 2025
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
4.39KNew |
$201K - $208K
|
4.39K
$205K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3.89K+ 34.01% |
$178K - $184K
|
15.3K
$714K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.51K+ 6.4% |
$161K - $166K
|
58.3K
$2.72M
|
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
2.7K+ 8.89% |
$124K - $128K
|
33.1K
$1.54M
|
|
|
Apr 16, 2025
Q1 2025
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
2.55K+ 0.3% |
$117K - $121K
|
852K
$39.8M
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
BUY
|
- |
1.43K+ 2.57% |
$65.6K - $67.7K
|
57.1K
$2.67M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.2K+ 12.43% |
$55.2K - $57K
|
10.9K
$508K
|
|
|
Apr 11, 2025
Q1 2025
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
1.11K+ 1.58% |
$50.8K - $52.4K
|
71.1K
$3.32M
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
534+ 8.77% |
$24.5K - $25.3K
|
6.62K
$309K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
430New |
$19.7K - $20.4K
|
430
$20.1K
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
419New |
$19.2K - $19.8K
|
419
$19.6K
|
|
|
Apr 29, 2025
Q1 2025
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
224New |
$10.3K - $10.6K
|
224
$10.5K
|
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
BUY
|
- |
116+ 4.9% |
$5.32K - $5.49K
|
2.48K
$116K
|
|
|
May 01, 2025
Q1 2025
|
Northwest Capital Management Inc
|
BUY
|
- |
67+ 5.03% |
$3.08K - $3.17K
|
1.4K
$65.2K
|
|
|
Apr 22, 2025
Q1 2025
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
67+ 1.24% |
$3.08K - $3.17K
|
5.46K
$255K
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
65+ 1.15% |
$2.98K - $3.08K
|
5.7K
$266K
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
56+ 0.48% |
$2.57K - $2.65K
|
11.8K
$549K
|
|
|
Apr 21, 2025
Q1 2025
|
North Landing Financial Partners, LLC
Rochester, NY |
BUY
|
- |
52+ 1.03% |
$2.39K - $2.46K
|
5.12K
$239K
|
|
|
Apr 22, 2025
Q1 2025
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
51+ 1.16% |
$2.34K - $2.42K
|
4.44K
$207K
|
|
|
Apr 23, 2025
Q1 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
4+ 0.34% |
$184 - $189
|
1.18K
$54.9K
|
|
|
Apr 17, 2025
Q1 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
1+ 3.57% |
$45.9 - $47.4
|
29
$1.35K
|
|
|
May 01, 2025
Q1 2025
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
SELL
|
- |
-222- 14.65% |
$10.2K - $10.5K
|
1.29K
$60.3K
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-590- 1.62% |
$27.1K - $27.9K
|
35.8K
$1.67M
|
|
|
Apr 17, 2025
Q1 2025
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-837- 1.12% |
$38.4K - $39.6K
|
73.8K
$3.44M
|
|
|
Apr 08, 2025
Q1 2025
|
Mechanics Bank Trust Department
|
SELL
|
- |
-866- 1.13% |
$39.7K - $41K
|
75.8K
$3.54M
|
|
|
Apr 09, 2025
Q1 2025
|
Hbw Advisory Services LLC
|
SELL
|
- |
-1.18K- 5.4% |
$54.1K - $55.8K
|
20.6K
$963K
|
|
|
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
|