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
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
224New |
$10.3K - $10.6K
|
224
$10.5K
|
|
|
May 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
134+ 1.26% |
$6.15K - $6.35K
|
10.8K
$507K
|
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
BUY
|
- |
116+ 4.9% |
$5.32K - $5.49K
|
2.48K
$116K
|
|
|
Apr 22, 2025
Q1 2025
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
67+ 1.24% |
$3.08K - $3.17K
|
5.46K
$256K
|
|
|
May 01, 2025
Q1 2025
|
Northwest Capital Management Inc
|
BUY
|
- |
67+ 5.03% |
$3.08K - $3.17K
|
1.4K
$65.6K
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
65+ 1.15% |
$2.98K - $3.08K
|
5.7K
$267K
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
56+ 0.48% |
$2.57K - $2.65K
|
11.8K
$552K
|
|
|
Apr 21, 2025
Q1 2025
|
North Landing Financial Partners, LLC
Rochester, NY |
BUY
|
- |
52+ 1.03% |
$2.39K - $2.46K
|
5.12K
$240K
|
|
|
Apr 22, 2025
Q1 2025
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
51+ 1.16% |
$2.34K - $2.42K
|
4.44K
$208K
|
|
|
May 07, 2025
Q1 2025
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
40New |
$1.84K - $1.89K
|
40
$1.88K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
13New |
$597 - $616
|
13
$610
|
|
|
May 08, 2025
Q1 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
4+ 0.35% |
$184 - $189
|
1.14K
$53.3K
|
|
|
Apr 23, 2025
Q1 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
4+ 0.34% |
$184 - $189
|
1.18K
$55.1K
|
|
|
Apr 17, 2025
Q1 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
1+ 3.57% |
$45.9 - $47.4
|
29
$1.36K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 01, 2025
Q1 2025
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-16- 8.7% |
$734 - $758
|
168
$7.88K
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-42- 0.36% |
$1.93K - $1.99K
|
11.7K
$548K
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-53- 19.2% |
$2.43K - $2.51K
|
223
$10.5K
|
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-120- 1.69% |
$5.51K - $5.68K
|
6.99K
$328K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-188- 55.62% |
$8.63K - $8.91K
|
150
$7.03K
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
SELL
|
- |
-222- 14.65% |
$10.2K - $10.5K
|
1.29K
$60.6K
|
|
|
May 05, 2025
Q1 2025
|
Mainstay Capital Management LLC
|
SELL
|
- |
-367- 4.65% |
$16.8K - $17.4K
|
7.52K
$353K
|
|
|
May 14, 2025
Q1 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-392- 3.62% |
$18K - $18.6K
|
10.4K
$489K
|
|
|
May 14, 2025
Q1 2025
|
Kuhn & CO Investment Counsel
Chicago, IL |
SELL
|
- |
-486- 3.01% |
$22.3K - $23K
|
15.7K
$734K
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-590- 1.62% |
$27.1K - $27.9K
|
35.8K
$1.68M
|
|
|
May 05, 2025
Q1 2025
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-687- 13.46% |
$31.5K - $32.5K
|
4.42K
$207K
|
|
|
Apr 17, 2025
Q1 2025
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-837- 1.12% |
$38.4K - $39.6K
|
73.8K
$3.46M
|
|
|
Apr 08, 2025
Q1 2025
|
Mechanics Bank Trust Department
|
SELL
|
- |
-866- 1.13% |
$39.7K - $41K
|
75.8K
$3.56M
|
|
|
Apr 09, 2025
Q1 2025
|
Hbw Advisory Services LLC
|
SELL
|
- |
-1.18K- 5.4% |
$54.1K - $55.8K
|
20.6K
$968K
|
|
|
May 06, 2025
Q1 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-1.2K- 1.36% |
$55.2K - $57K
|
87K
$4.08M
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-1.29K- 20.14% |
$59.2K - $61.1K
|
5.12K
$240K
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-1.42K- 20.15% |
$65.4K - $67.5K
|
5.64K
$265K
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-1.43K- 3.31% |
$65.5K - $67.6K
|
41.8K
$1.96M
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-1.51K- 0.76% |
$69.4K - $71.7K
|
198K
$9.28M
|
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
SELL
|
- |
-1.56K- 4.31% |
$71.6K - $73.8K
|
34.6K
$1.62M
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-1.57K- 14.85% |
$72.2K - $74.5K
|
9.02K
$423K
|
|
|
May 05, 2025
Q1 2025
|
Treasure Coast Financial Planning
|
SELL
|
- |
-1.6K- 4.4% |
$73.4K - $75.8K
|
34.8K
$1.63M
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-1.6K- 3.78% |
$73.6K - $75.9K
|
40.8K
$1.91M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-1.81K- 92.63% |
$83.1K - $85.7K
|
144
$6.75K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-2.04K- 97.94% |
$93.8K - $96.8K
|
43
$2.02K
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-2.5K- 32.35% |
$115K - $119K
|
5.24K
$246K
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-2.57K- 14.85% |
$118K - $122K
|
14.7K
$690K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-3.29K- 0.1% |
$151K - $156K
|
3.2M
$150M
|
|
|
May 13, 2025
Q1 2025
|
Sequent Planning LLC
Omaha, NE |
SELL
|
- |
-3.5K- 13.59% |
$161K - $166K
|
22.3K
$1.04M
|
|
|
Apr 10, 2025
Q1 2025
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-3.88K- 0.49% |
$178K - $184K
|
779K
$36.5M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-4.18K- 10.93% |
$192K - $198K
|
34.1K
$1.6M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-4.41K- 12.81% |
$202K - $209K
|
30K
$1.41M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-4.85K- 7.22% |
$223K - $230K
|
62.4K
$2.92M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-5.29K- 33.58% |
$243K - $251K
|
10.5K
$491K
|