Purchases and Sales Made in Q4 2025 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 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 09, 2026
Q4 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
416K+ 49.92% |
$20.9M - $20.9M
|
1.25M
$62.9M
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
60.5K+ 27.81% |
$3.04M - $3.05M
|
278K
$14M
|
|
|
Jan 07, 2026
Q4 2025
|
Lake Street Financial LLC
|
BUY
|
- |
55.1K+ 50.37% |
$2.77M - $2.78M
|
165K
$8.28M
|
|
|
Jan 14, 2026
Q4 2025
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
47.3K+ 67.01% |
$2.37M - $2.38M
|
118K
$5.93M
|
|
|
Jan 23, 2026
Q4 2025
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
24.5K+ 11.89% |
$1.23M - $1.23M
|
231K
$11.6M
|
|
|
Jan 21, 2026
Q4 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
15.5K+ 9.07% |
$780K - $782K
|
187K
$9.4M
|
|
|
Jan 07, 2026
Q4 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
13.6K+ 3.86% |
$683K - $685K
|
366K
$18.4M
|
|
|
Jan 14, 2026
Q4 2025
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
5.53KNew |
$278K - $278K
|
5.53K
$278K
|
|
|
Jan 12, 2026
Q4 2025
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
3.24K+ 37.79% |
$162K - $163K
|
11.8K
$593K
|
|
|
Jan 07, 2026
Q4 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
3.18K+ 3.91% |
$160K - $160K
|
84.6K
$4.26M
|
|
|
Jan 08, 2026
Q4 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2.12K+ 6.17% |
$106K - $107K
|
36.5K
$1.84M
|
|
|
Jan 20, 2026
Q4 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
1.96K+ 10.01% |
$98.4K - $98.8K
|
21.6K
$1.08M
|
|
|
Jan 15, 2026
Q4 2025
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
1.64K+ 7.22% |
$82.2K - $82.5K
|
24.3K
$1.22M
|
|
|
Jan 23, 2026
Q4 2025
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
BUY
|
- |
1.36K+ 3.65% |
$68K - $68.2K
|
38.5K
$1.94M
|
|
|
Jan 15, 2026
Q4 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
656New |
$32.9K - $33K
|
656
$33K
|
|
|
Jan 15, 2026
Q4 2025
|
4 J Wealth Management LLC
|
BUY
|
- |
620+ 6.83% |
$31.1K - $31.2K
|
9.7K
$488K
|
|
|
Jan 07, 2026
Q4 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
354+ 3.21% |
$17.8K - $17.8K
|
11.4K
$572K
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
338+ 2.33% |
$17K - $17K
|
14.8K
$746K
|
|
|
Jan 13, 2026
Q4 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
264+ 0.72% |
$13.3K - $13.3K
|
36.8K
$1.85M
|
|
|
Jan 12, 2026
Q4 2025
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
188+ 2.22% |
$9.44K - $9.47K
|
8.67K
$436K
|
|
|
Jan 21, 2026
Q4 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
54New |
$2.71K - $2.72K
|
54
$2.72K
|
|
|
Jan 09, 2026
Q4 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
22+ 0.31% |
$1.1K - $1.11K
|
7.05K
$355K
|
|
|
Jan 15, 2026
Q4 2025
|
Trust CO
|
BUY
|
- |
11+ 0.02% |
$552 - $554
|
50.2K
$2.53M
|
|
|
Jan 21, 2026
Q4 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
11+ 1.07% |
$552 - $554
|
1.04K
$52.2K
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2+ 0.09% |
$100 - $101
|
2.24K
$113K
|
|
|
Jan 13, 2026
Q4 2025
|
Legacy Solutions, LLC
Kennett Square, PA |
BUY
|
- |
2+ 0.01% |
$100 - $101
|
32.6K
$1.64M
|
|
|
Jan 23, 2026
Q4 2025
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-115- 0.56% |
$5.77K - $5.79K
|
20.5K
$1.03M
|
|
|
Jan 13, 2026
Q4 2025
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-119- 1.83% |
$5.97K - $5.99K
|
6.39K
$321K
|
|
|
Jan 21, 2026
Q4 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-1.72K- 1.53% |
$86.1K - $86.4K
|
110K
$5.54M
|
|
|
Jan 21, 2026
Q4 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-1.74K- 90.33% |
$87.2K - $87.5K
|
186
$9.36K
|
|
|
Jan 15, 2026
Q4 2025
|
Warwick Investment Management, Inc.
|
SELL
|
- |
-3.53K- 8.5% |
$177K - $178K
|
38K
$1.91M
|
|
|
Jan 15, 2026
Q4 2025
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-4.47K- 25.16% |
$224K - $225K
|
13.3K
$668K
|
|
|
Jan 05, 2026
Q4 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
SELL
|
- |
-4.99K- 82.13% |
$250K - $251K
|
1.09K
$54.6K
|
|
|
Jan 07, 2026
Q4 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-6.21K- 15.47% |
$312K - $313K
|
34K
$1.71M
|
|
|
Jan 23, 2026
Q4 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-6.86K- 2.64% |
$344K - $345K
|
253K
$12.7M
|
|
|
Jan 13, 2026
Q4 2025
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-9.73K- 64.37% |
$488K - $490K
|
5.39K
$271K
|
|
|
Jan 16, 2026
Q4 2025
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-10.2K- 35.35% |
$514K - $516K
|
18.7K
$943K
|
|
|
Jan 21, 2026
Q4 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-12K- 2.74% |
$604K - $606K
|
427K
$21.5M
|
|
|
Jan 13, 2026
Q4 2025
|
Parsons Capital Management Inc
|
SELL
|
- |
-16.5K- 25.14% |
$826K - $829K
|
49K
$2.46M
|
|
|
Jan 08, 2026
Q4 2025
|
Gradient Investments LLC
|
SELL
|
- |
-28.6K- 1.99% |
$1.43M - $1.44M
|
1.41M
$70.9M
|
|
|
Jan 12, 2026
Q4 2025
|
First Merchants Corp
|
SELL
|
- |
-29.1K- 10.69% |
$1.46M - $1.46M
|
243K
$12.2M
|
|
|
Jan 14, 2026
Q4 2025
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-56.6K- 16.21% |
$2.84M - $2.85M
|
293K
$14.7M
|
|