Purchases and Sales Made in Q1 2021 in Invesco Actively Mngd ETF Tr U (GSY)
This table provides information about the institutional ownership of Invesco Actively Mngd ETF Tr U (GSY) during Q1 2021. The information is specifically focused on institutions that hold shares of INVESCO ACTIVELY MNGD ETF TR U.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 07, 2021
Q1 2021
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
SELL
|
- |
-4KClosed |
$202K - $202K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-4.01KClosed |
$202K - $203K
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-4.53K- 16.32% |
$229K - $229K
|
23.2K
$1.17M
|
|
|
May 17, 2021
Q1 2021
|
Titus Wealth Management
Larskpur, CA |
SELL
|
- |
-4.76KClosed |
$240K - $241K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-5.08KClosed |
$256K - $257K
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-5.48K- 10.11% |
$277K - $277K
|
48.8K
$2.45M
|
|
|
May 12, 2021
Q1 2021
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-5.5K- 6.14% |
$277K - $278K
|
84.1K
$4.22M
|
|
|
May 17, 2021
Q1 2021
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-5.65KClosed |
$285K - $286K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Truist Financial Corp
|
SELL
|
- |
-5.66K- 28.1% |
$286K - $286K
|
14.5K
$727K
|
|
|
Apr 27, 2021
Q1 2021
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-5.71K- 11.61% |
$288K - $289K
|
43.5K
$2.18M
|
|
|
May 07, 2021
Q1 2021
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-6.11KClosed |
$308K - $309K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Darwin Advisors, LLC
|
SELL
|
- |
-6.24KClosed |
$315K - $316K
|
0
$0
|
|
|
Apr 22, 2021
Q1 2021
|
Transform Wealth, LLC
|
SELL
|
- |
-6.65K- 27.56% |
$336K - $336K
|
17.5K
$876K
|
|
|
Apr 14, 2021
Q1 2021
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-6.88K- 28.12% |
$347K - $348K
|
17.6K
$882K
|
|
|
May 13, 2021
Q1 2021
|
Mach 1 Financial Group, LLC
Bentonville, AR |
SELL
|
- |
-7.36K- 49.76% |
$371K - $372K
|
7.43K
$373K
|
|
|
Apr 26, 2021
Q1 2021
|
Hardy Reed LLC
|
SELL
|
- |
-7.44KClosed |
$375K - $376K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-7.67K- 7.19% |
$387K - $388K
|
99.1K
$4.97M
|
|
|
May 17, 2021
Q1 2021
|
Renasant Bank
|
SELL
|
- |
-7.9KClosed |
$399K - $400K
|
0
$0
|
|
|
Apr 27, 2021
Q1 2021
|
Ae Wealth Management LLC
|
SELL
|
- |
-7.94K- 35.73% |
$401K - $402K
|
14.3K
$716K
|
|
|
May 11, 2021
Q1 2021
|
Vontobel Holding Ltd.
|
SELL
|
- |
-8KClosed |
$404K - $405K
|
0
$0
|
|
|
May 11, 2021
Q1 2021
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-8KClosed |
$404K - $405K
|
0
$0
|
|
|
May 05, 2021
Q1 2021
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-8.03K- 17.98% |
$405K - $406K
|
36.6K
$1.84M
|
|
|
Apr 05, 2021
Q1 2021
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-8.24K- 6.8% |
$416K - $417K
|
113K
$5.66M
|
|
|
Apr 16, 2021
Q1 2021
|
Bogart Wealth, LLC
|
SELL
|
- |
-8.52K- 54.89% |
$430K - $431K
|
7K
$351K
|
|
|
May 06, 2021
Q1 2021
|
M&T Bank Corp
|
SELL
|
- |
-8.58KClosed |
$433K - $434K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-8.6K- 7.57% |
$434K - $435K
|
105K
$5.27M
|
|
|
May 13, 2021
Q1 2021
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-9.55KClosed |
$482K - $483K
|
0
$0
|
|
|
Apr 26, 2021
Q1 2021
|
Seelaus Asset Management LLC
|
SELL
|
- |
-9.87K- 41.69% |
$498K - $500K
|
13.8K
$693K
|
|
|
May 12, 2021
Q1 2021
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-9.95K- 66.71% |
$502K - $503K
|
4.97K
$249K
|
|
|
May 14, 2021
Q1 2021
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-10.8K- 27.4% |
$545K - $546K
|
28.6K
$1.44M
|
|
|
Apr 08, 2021
Q1 2021
|
Rovin Capital
|
SELL
|
- |
-12.1K- 25.16% |
$613K - $614K
|
36.1K
$1.81M
|
|
|
Apr 21, 2021
Q1 2021
|
Gradient Investments LLC
|
SELL
|
- |
-12.7K- 15.4% |
$641K - $643K
|
69.8K
$3.5M
|
|
|
May 17, 2021
Q1 2021
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-12.7K- 59.93% |
$643K - $645K
|
8.52K
$427K
|
|
|
Apr 29, 2021
Q1 2021
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-14.6K- 8.3% |
$738K - $740K
|
161K
$8.1M
|
|
|
Apr 14, 2021
Q1 2021
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-16.4KClosed |
$827K - $829K
|
0
$0
|
|
|
Apr 29, 2021
Q1 2021
|
Vigilare Wealth Management
|
SELL
|
- |
-16.9K- 64.24% |
$851K - $853K
|
9.39K
$471K
|
|
|
May 04, 2021
Q1 2021
|
Envestnet Asset Management Inc
|
SELL
|
- |
-17.2K- 9.64% |
$867K - $869K
|
161K
$8.07M
|
|
|
May 14, 2021
Q1 2021
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-17.9K- 23.61% |
$903K - $905K
|
57.9K
$2.9M
|
|
|
May 11, 2021
Q1 2021
|
Sage Financial Management Group, Inc.
|
SELL
|
- |
-18.2K- 90.85% |
$917K - $919K
|
1.83K
$91.8K
|
|
|
May 24, 2021
Q1 2021
|
Petix & Botte CO
|
SELL
|
- |
-18.7K- 50.0% |
$946K - $948K
|
18.7K
$940K
|
|
|
May 06, 2021
Q1 2021
|
Legacy Wealth Planning, LLC
|
SELL
|
- |
-20.3K- 42.13% |
$1.03M - $1.03M
|
27.9K
$1.4M
|
|
|
Apr 30, 2021
Q1 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-20.7K- 55.86% |
$1.04M - $1.04M
|
16.3K
$819K
|
|
|
Mar 22, 2023
Q1 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-21.2K- 50.75% |
$1.07M - $1.07M
|
20.6K
$1.03M
|
|
|
Apr 15, 2021
Q1 2021
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-21.9K- 35.94% |
$1.11M - $1.11M
|
39K
$1.96M
|
|
|
May 05, 2021
Q1 2021
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-22K- 53.92% |
$1.11M - $1.11M
|
18.8K
$943K
|
|
|
Apr 21, 2021
Q1 2021
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-22.4K- 14.98% |
$1.13M - $1.13M
|
127K
$6.38M
|
|
|
May 10, 2021
Q1 2021
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-24.2K- 22.24% |
$1.22M - $1.23M
|
84.7K
$4.25M
|
|
|
Apr 15, 2021
Q1 2021
|
Detalus Advisors, LLC
|
SELL
|
- |
-24.7K- 15.37% |
$1.24M - $1.25M
|
136K
$6.81M
|
|
|
Jun 17, 2021
Q1 2021
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-25.9K- 22.96% |
$1.31M - $1.31M
|
87K
$4.36M
|
|
|
Apr 27, 2021
Q1 2021
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-28.3K- 38.98% |
$1.43M - $1.43M
|
44.2K
$2.22M
|