Purchases and Sales Made in Q4 2022 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 Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 02, 2023
Q4 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-335- 1.89% |
$16.5K - $16.6K
|
17.4K
$873K
|
|
|
Jan 19, 2023
Q4 2022
|
Provident Wealth Management, LLC
|
SELL
|
- |
-394- 5.36% |
$19.4K - $19.5K
|
6.95K
$349K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-475- 4.9% |
$23.4K - $23.6K
|
9.23K
$463K
|
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-501- 6.04% |
$24.7K - $24.8K
|
7.79K
$391K
|
|
|
Feb 08, 2023
Q4 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-548- 6.76% |
$27K - $27.2K
|
7.56K
$379K
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-697- 2.31% |
$34.3K - $34.6K
|
29.5K
$1.48M
|
|
|
Jan 12, 2023
Q4 2022
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-735- 4.57% |
$36.2K - $36.4K
|
15.4K
$770K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-751- 0.98% |
$37K - $37.2K
|
75.9K
$3.81M
|
|
|
Feb 09, 2023
Q4 2022
|
Citigroup Inc
|
SELL
|
- |
-796- 6.75% |
$39.2K - $39.5K
|
11K
$552K
|
|
|
Feb 15, 2023
Q4 2022
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-1.03K- 95.45% |
$50.7K - $51K
|
49
$2.46K
|
|
|
Jan 19, 2023
Q4 2022
|
Seelaus Asset Management LLC
|
SELL
|
- |
-1.15K- 9.76% |
$56.5K - $56.9K
|
10.6K
$533K
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.15K- 4.03% |
$56.7K - $57.1K
|
27.4K
$1.38M
|
|
|
Feb 10, 2023
Q4 2022
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-1.19K- 6.23% |
$58.7K - $59.1K
|
17.9K
$900K
|
|
|
Feb 06, 2023
Q4 2022
|
Compass Financial Advisors LLC
|
SELL
|
- |
-1.3K- 5.36% |
$64K - $64.5K
|
22.9K
$1.15M
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.33K- 9.95% |
$65.5K - $66K
|
12K
$604K
|
|
|
Feb 06, 2023
Q4 2022
|
Bogart Wealth, LLC
|
SELL
|
- |
-1.5K- 23.05% |
$73.7K - $74.3K
|
5K
$251K
|
|
|
Feb 14, 2023
Q4 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-1.54K- 25.76% |
$75.6K - $76.2K
|
4.43K
$222K
|
|
|
Jan 23, 2023
Q4 2022
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-1.59K- 2.95% |
$78K - $78.6K
|
52.1K
$2.61M
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.61K- 3.81% |
$79.3K - $79.8K
|
40.6K
$2.04M
|
|
|
Feb 07, 2023
Q4 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-1.68K- 21.13% |
$82.7K - $83.2K
|
6.27K
$314K
|
|
|
Feb 09, 2023
Q4 2022
|
Xml Financial, LLC
|
SELL
|
- |
-1.87K- 18.42% |
$91.9K - $92.6K
|
8.27K
$415K
|
|
|
Feb 01, 2023
Q4 2022
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.94K- 4.19% |
$95.3K - $95.9K
|
44.2K
$2.22M
|
|
|
Feb 13, 2023
Q4 2022
|
Endowment Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-1.99K- 17.64% |
$98.1K - $98.8K
|
9.3K
$467K
|
|
|
Feb 10, 2023
Q4 2022
|
Assetmark, Inc
|
SELL
|
- |
-2.17K- 13.62% |
$107K - $108K
|
13.8K
$690K
|
|
|
Feb 08, 2023
Q4 2022
|
Ceera Investments, LLC
Bellaire, TX |
SELL
|
- |
-2.51K- 7.88% |
$124K - $124K
|
29.4K
$1.47M
|
|
|
Feb 02, 2023
Q4 2022
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-2.6K- 32.34% |
$128K - $129K
|
5.44K
$273K
|
|
|
Jan 31, 2023
Q4 2022
|
Mc Naughton Wealth Management, LLC
|
SELL
|
- |
-2.7K- 2.61% |
$133K - $134K
|
101K
$5.05M
|
|
|
Feb 13, 2023
Q4 2022
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-2.96K- 40.56% |
$146K - $147K
|
4.34K
$218K
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-2.99K- 0.14% |
$147K - $148K
|
2.09M
$105M
|
|
|
Jan 31, 2023
Q4 2022
|
Community Bank, N.A.
|
SELL
|
- |
-3.23K- 33.19% |
$159K - $160K
|
6.5K
$326K
|
|
|
Jan 17, 2023
Q4 2022
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-3.4K- 9.78% |
$167K - $168K
|
31.3K
$1.57M
|
|
|
Feb 02, 2023
Q4 2022
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-4.12K- 21.55% |
$203K - $204K
|
15K
$751K
|
|
|
Feb 01, 2023
Q4 2022
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-4.22K- 8.12% |
$208K - $209K
|
47.7K
$2.39M
|
|
|
Jan 24, 2023
Q4 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-4.52K- 23.04% |
$222K - $224K
|
15.1K
$757K
|
|
|
Feb 07, 2023
Q4 2022
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-4.56K- 2.99% |
$224K - $226K
|
148K
$7.43M
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-4.62K- 6.98% |
$227K - $229K
|
61.5K
$3.09M
|
|
|
Jan 10, 2023
Q4 2022
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-4.91K- 8.75% |
$242K - $243K
|
51.2K
$2.57M
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-4.97K- 2.03% |
$245K - $246K
|
239K
$12M
|
|
|
Sep 06, 2024
Q4 2022
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-5K- 45.45% |
$246K - $248K
|
6K
$301K
|
|
|
Feb 13, 2023
Q4 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-5.09K- 36.95% |
$251K - $253K
|
8.69K
$436K
|
|
|
Feb 14, 2023
Q4 2022
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-5.35K- 49.06% |
$264K - $265K
|
5.56K
$279K
|
|
|
Jan 31, 2023
Q4 2022
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-5.46K- 30.31% |
$269K - $271K
|
12.6K
$630K
|
|
|
Feb 01, 2023
Q4 2022
|
Antonetti Capital Management LLC
|
SELL
|
- |
-5.55K- 44.65% |
$273K - $275K
|
6.88K
$345K
|
|
|
Feb 14, 2023
Q4 2022
|
Win Advisors, Inc
|
SELL
|
- |
-5.59K- 51.78% |
$275K - $277K
|
5.21K
$261K
|
|
|
Feb 02, 2023
Q4 2022
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-5.7K- 5.43% |
$280K - $282K
|
99.2K
$4.97M
|
|
|
Feb 10, 2023
Q4 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-6.38K- 1.35% |
$314K - $317K
|
466K
$23.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-6.53K- 16.07% |
$321K - $324K
|
34.1K
$1.71M
|
|
|
Feb 14, 2023
Q4 2022
|
Redwood Financial Network Corp
|
SELL
|
- |
-6.62K- 31.4% |
$326K - $328K
|
14.5K
$725K
|
|
|
Jan 20, 2023
Q4 2022
|
V Wealth Advisors LLC
|
SELL
|
- |
-7.34K- 30.79% |
$361K - $364K
|
16.5K
$827K
|
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-7.76K- 36.41% |
$382K - $385K
|
13.5K
$680K
|