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 |
|---|---|---|---|---|---|---|---|
|
Jun 02, 2025
Q1 2025
|
Integrity Wealth Advisors, Inc.
Ventura, CA |
BUY
|
- |
8.26K+ 37.06% |
$379K - $391K
|
30.5K
$1.43M
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
7.39K+ 19.13% |
$339K - $350K
|
46K
$2.16M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
7.07K+ 27.04% |
$325K - $335K
|
33.2K
$1.56M
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
6.43K+ 1.75% |
$295K - $304K
|
374K
$17.5M
|
|
|
May 12, 2025
Q1 2025
|
Empirical Asset Management, LLC
|
BUY
|
- |
6.13KNew |
$281K - $290K
|
6.13K
$287K
|
|
|
May 06, 2025
Q1 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
5.87KNew |
$269K - $278K
|
5.87K
$275K
|
|
|
May 07, 2025
Q1 2025
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
5.83KNew |
$267K - $276K
|
5.83K
$273K
|
|
|
May 14, 2025
Q1 2025
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
5.6K+ 28.64% |
$257K - $265K
|
25.1K
$1.18M
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
5.51KNew |
$253K - $261K
|
5.51K
$258K
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
5.49K+ 341.63% |
$252K - $260K
|
7.1K
$333K
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
5.46K+ 9.02% |
$250K - $258K
|
66K
$3.09M
|
|
|
May 15, 2025
Q1 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
5.22K+ 8.94% |
$239K - $247K
|
63.5K
$2.98M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
4.95K+ 2.46% |
$227K - $234K
|
206K
$9.67M
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
4.81K+ 220.14% |
$221K - $228K
|
7K
$328K
|
|
|
Apr 29, 2025
Q1 2025
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
4.39KNew |
$201K - $208K
|
4.39K
$206K
|
|
|
May 12, 2025
Q1 2025
|
Cooper Financial Group
|
BUY
|
- |
4.03K+ 6.36% |
$185K - $191K
|
67.5K
$3.16M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3.89K+ 3.45% |
$179K - $184K
|
117K
$5.46M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3.89K+ 34.01% |
$178K - $184K
|
15.3K
$718K
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
3.53K+ 17.67% |
$162K - $167K
|
23.5K
$1.1M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.51K+ 6.4% |
$161K - $166K
|
58.3K
$2.73M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
3.48K+ 43.37% |
$160K - $165K
|
11.5K
$540K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
3.07K+ 0.42% |
$141K - $145K
|
734K
$34.4M
|
|
|
May 12, 2025
Q1 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
2.91K+ 1.97% |
$133K - $138K
|
150K
$7.05M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
2.81K+ 15.36% |
$129K - $133K
|
21.1K
$989K
|
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
2.7K+ 8.89% |
$124K - $128K
|
33.1K
$1.55M
|
|
|
May 14, 2025
Q1 2025
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
BUY
|
- |
2.6K+ 31.75% |
$119K - $123K
|
10.8K
$506K
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
2.58K+ 0.43% |
$119K - $122K
|
599K
$28.1M
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
2.56K+ 43.71% |
$117K - $121K
|
8.4K
$394K
|
|
|
Apr 16, 2025
Q1 2025
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
2.55K+ 0.3% |
$117K - $121K
|
852K
$40M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.43K+ 2.74% |
$112K - $115K
|
91K
$4.27M
|
|
|
May 09, 2025
Q1 2025
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
2.21K+ 17.74% |
$101K - $105K
|
14.7K
$688K
|
|
|
May 15, 2025
Q1 2025
|
Cook Wealth Management Group LLC
Raleigh, NC |
BUY
|
- |
2.08K+ 3.83% |
$95.3K - $98.3K
|
56.2K
$2.64M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
1.86K+ 12.61% |
$85.1K - $87.9K
|
16.6K
$777K
|
|
|
May 15, 2025
Q1 2025
|
Insight Wealth Partners, LLC
|
BUY
|
- |
1.58K+ 1.58% |
$72.3K - $74.6K
|
101K
$4.75M
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.51K+ 10.4% |
$69.4K - $71.6K
|
16K
$752K
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
BUY
|
- |
1.43K+ 2.57% |
$65.6K - $67.7K
|
57.1K
$2.68M
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
1.33KNew |
$61.1K - $63.1K
|
1.33K
$62.5K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.2K+ 12.43% |
$55.2K - $57K
|
10.9K
$510K
|
|
|
Apr 11, 2025
Q1 2025
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
1.11K+ 1.58% |
$50.8K - $52.4K
|
71.1K
$3.33M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
920+ 500.0% |
$42.2K - $43.6K
|
1.1K
$51.8K
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
859+ 8.07% |
$39.4K - $40.7K
|
11.5K
$539K
|
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
852+ 0.04% |
$39.1K - $40.4K
|
2.35M
$110M
|
|
|
May 08, 2025
Q1 2025
|
Elios Financial Group Inc.
Westlake, OH |
BUY
|
- |
628+ 3.24% |
$28.8K - $29.7K
|
20K
$939K
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
534+ 8.77% |
$24.5K - $25.3K
|
6.62K
$311K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
491+ 5.95% |
$22.5K - $23.3K
|
8.74K
$410K
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
441New |
$20.2K - $20.9K
|
441
$20.7K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
430New |
$19.7K - $20.4K
|
430
$20.2K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
427+ 7.48% |
$19.6K - $20.2K
|
6.13K
$288K
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
419New |
$19.2K - $19.8K
|
419
$19.6K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
295+ 48.52% |
$13.5K - $14K
|
903
$42.3K
|