Purchases and Sales Made in Q2 2020 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 Q2 2020. 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 |
---|---|---|---|---|---|---|---|
Aug 11, 2020
Q2 2020
|
Camden Capital, LLC
|
BUY
|
- |
7.12KNew |
$351K - $359K
|
7.12K
$356K
|
|
Jul 23, 2020
Q2 2020
|
Janney Montgomery Scott LLC
|
BUY
|
- |
6.84K+ 43.63% |
$337K - $345K
|
22.5K
$1.13M
|
|
Jul 24, 2020
Q2 2020
|
Atwood & Palmer Inc
|
BUY
|
- |
6.03K+ 1.74% |
$297K - $304K
|
351K
$17.6M
|
|
Jul 29, 2020
Q2 2020
|
Weatherly Asset Management L. P.
|
BUY
|
- |
5.91K+ 26.57% |
$292K - $298K
|
28.2K
$1.41M
|
|
Aug 13, 2020
Q2 2020
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
5.84KNew |
$288K - $294K
|
5.84K
$292K
|
|
Aug 03, 2020
Q2 2020
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
5.28K+ 65.19% |
$261K - $266K
|
13.4K
$669K
|
|
Aug 05, 2020
Q2 2020
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
5.19K+ 8.18% |
$256K - $262K
|
68.6K
$3.43M
|
|
Aug 14, 2020
Q2 2020
|
Truist Financial Corp
|
BUY
|
- |
5.15K+ 19.93% |
$254K - $260K
|
31K
$1.55M
|
|
Aug 10, 2020
Q2 2020
|
Ifg Advisory, LLC
|
BUY
|
- |
5.06KNew |
$250K - $255K
|
5.06K
$253K
|
|
Jul 29, 2020
Q2 2020
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
5K+ 55.71% |
$247K - $252K
|
14K
$699K
|
|
Aug 11, 2020
Q2 2020
|
Capital Wealth Management, LLC
W. Warwick, RI |
BUY
|
- |
4.91K+ 3.32% |
$242K - $248K
|
153K
$7.65M
|
|
Jul 31, 2020
Q2 2020
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
4.45K+ 1780.0% |
$220K - $225K
|
4.7K
$235K
|
|
Aug 04, 2020
Q2 2020
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
4.17K+ 6.47% |
$206K - $210K
|
68.6K
$3.43M
|
|
Aug 14, 2020
Q2 2020
|
Claraphi Advisory Network, LLC
|
BUY
|
- |
4.17K+ 58.57% |
$206K - $210K
|
11.3K
$565K
|
|
Jul 15, 2020
Q2 2020
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
4.06KNew |
$200K - $205K
|
4.06K
$203K
|
|
Aug 14, 2020
Q2 2020
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
4.02KNew |
$199K - $203K
|
4.02K
$201K
|
|
Aug 04, 2020
Q2 2020
|
Greatmark Investment Partners, Inc.
|
BUY
|
- |
4KNew |
$197K - $202K
|
4K
$200K
|
|
Feb 02, 2021
Q2 2020
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
4KNew |
$197K - $202K
|
4K
$200K
|
|
Aug 06, 2020
Q2 2020
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3.43K+ 5.87% |
$169K - $173K
|
61.8K
$3.09M
|
|
Jul 22, 2020
Q2 2020
|
Duncker Streett & CO Inc
|
BUY
|
- |
3.2K+ 35.56% |
$158K - $161K
|
12.2K
$610K
|
|
Aug 13, 2020
Q2 2020
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.8K+ 55.14% |
$138K - $141K
|
7.88K
$394K
|
|
Jul 20, 2020
Q2 2020
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
2.26KNew |
$112K - $114K
|
2.26K
$113K
|
|
Jul 31, 2020
Q2 2020
|
Xml Financial, LLC
|
BUY
|
- |
1.82K+ 27.93% |
$89.6K - $91.6K
|
8.31K
$416K
|
|
Aug 12, 2020
Q2 2020
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.71K+ 243.37% |
$84.2K - $86.1K
|
2.41K
$120K
|
|
Aug 06, 2020
Q2 2020
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
1.03K+ 1.01% |
$50.6K - $51.7K
|
103K
$5.15M
|
|
Jul 13, 2020
Q2 2020
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
877+ 12.58% |
$43.3K - $44.3K
|
7.85K
$393K
|
|
Aug 07, 2020
Q2 2020
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
600New |
$29.6K - $30.3K
|
600
$30K
|
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
553+ 2.99% |
$27.3K - $27.9K
|
19K
$952K
|
|
Aug 14, 2020
Q2 2020
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
423+ 0.46% |
$20.9K - $21.3K
|
93.2K
$4.66M
|
|
Aug 06, 2020
Q2 2020
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
404+ 38.01% |
$19.9K - $20.4K
|
1.47K
$73.4K
|
|
Jul 10, 2020
Q2 2020
|
Larson Financial Group LLC
|
BUY
|
- |
371New |
$18.3K - $18.7K
|
371
$18.6K
|
|
Aug 10, 2020
Q2 2020
|
Arkadios Wealth Advisors
|
BUY
|
- |
325+ 8.55% |
$16K - $16.4K
|
4.13K
$206K
|
|
Jul 23, 2020
Q2 2020
|
Creative Financial Designs Inc
|
BUY
|
- |
184New |
$9.08K - $9.28K
|
184
$9.21K
|
|
Aug 05, 2020
Q2 2020
|
First Hawaiian Bank
|
BUY
|
- |
180+ 2.69% |
$8.88K - $9.08K
|
6.87K
$344K
|
|
Jul 07, 2020
Q2 2020
|
Tsfg, LLC
|
BUY
|
- |
177+ 708.0% |
$8.73K - $8.93K
|
202
$10.1K
|
|
Jul 23, 2020
Q2 2020
|
Tarbox Family Office, Inc.
|
BUY
|
- |
149New |
$7.35K - $7.52K
|
149
$7.45K
|
|
Jul 09, 2020
Q2 2020
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
145+ 0.2% |
$7.16K - $7.32K
|
72.7K
$3.64M
|
|
Aug 13, 2020
Q2 2020
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
108New |
$5.33K - $5.45K
|
108
$5.4K
|
|
Aug 06, 2020
Q2 2020
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
96+ 0.26% |
$4.74K - $4.84K
|
37.5K
$1.88M
|
|
Aug 05, 2020
Q2 2020
|
Ifp Advisors, Inc
|
BUY
|
- |
88+ 0.3% |
$4.34K - $4.44K
|
29.6K
$1.48M
|
|
Aug 11, 2020
Q2 2020
|
Assetmark, Inc
|
BUY
|
- |
23+ 6.15% |
$1.14K - $1.16K
|
397
$19.9K
|
|
Jul 15, 2020
Q2 2020
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
23+ 2.65% |
$1.14K - $1.16K
|
890
$44.5K
|
|
Jul 22, 2020
Q2 2020
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
3+ 2.78% |
$148 - $151
|
111
$5.55K
|
|
Aug 07, 2020
Q2 2020
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-2- 8.0% |
$98.7 - $101
|
23
$1.15K
|
|
Aug 14, 2020
Q2 2020
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-15- 2.91% |
$740 - $757
|
500
$25K
|
|
Aug 13, 2020
Q2 2020
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-21- 0.5% |
$1.04K - $1.06K
|
4.16K
$208K
|
|
Aug 13, 2020
Q2 2020
|
Aspire Private Capital, LLC
|
SELL
|
- |
-23- 2.78% |
$1.14K - $1.16K
|
805
$40.3K
|
|
Aug 07, 2020
Q2 2020
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-111- 3.45% |
$5.48K - $5.6K
|
3.1K
$155K
|
|
Aug 13, 2020
Q2 2020
|
Ipg Investment Advisors LLC
San Diego, CA |
SELL
|
- |
-150- 1.55% |
$7.4K - $7.57K
|
9.5K
$475K
|
|
Jul 15, 2020
Q2 2020
|
Pacifica Partners Inc.
|
SELL
|
- |
-190Closed |
$9.38K - $9.59K
|
0
$0
|