Purchases and Sales Made in Q1 2024 in Invesco Actively Managed ETF T (GTO)
This table provides information about the institutional ownership of Invesco Actively Managed ETF T (GTO) during Q1 2024. 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 16, 2024
Q1 2024
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-9- 0.12% |
$416 - $426
|
7.65K
$358K
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-15- 17.65% |
$694 - $710
|
70
$3.28K
|
|
|
Apr 30, 2024
Q1 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-20- 0.27% |
$925 - $947
|
7.36K
$345K
|
|
|
May 22, 2024
Q1 2024
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
SELL
|
- |
-29- 96.67% |
$1.34K - $1.37K
|
1
$46.8
|
|
|
Apr 19, 2024
Q1 2024
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-30- 0.4% |
$1.39K - $1.42K
|
7.5K
$351K
|
|
|
Apr 10, 2024
Q1 2024
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-100- 0.75% |
$4.62K - $4.74K
|
13.2K
$618K
|
|
|
May 13, 2024
Q1 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-106- 40.46% |
$4.9K - $5.02K
|
156
$7.3K
|
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-373- 3.43% |
$17.2K - $17.7K
|
10.5K
$491K
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-458- 8.5% |
$21.2K - $21.7K
|
4.93K
$231K
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
SELL
|
- |
-549- 7.58% |
$25.4K - $26K
|
6.69K
$313K
|
|
|
May 03, 2024
Q1 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-625- 5.23% |
$28.9K - $29.6K
|
11.3K
$530K
|
|
|
May 02, 2024
Q1 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-647- 1.56% |
$29.9K - $30.6K
|
40.9K
$1.92M
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-755- 9.56% |
$34.9K - $35.7K
|
7.14K
$334K
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-1.07K- 52.35% |
$49.5K - $50.7K
|
974
$45.6K
|
|
|
Apr 24, 2024
Q1 2024
|
Intergy Private Wealth, LLC
|
SELL
|
- |
-1.69K- 23.83% |
$78K - $79.8K
|
5.39K
$252K
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-2.34K- 44.85% |
$108K - $111K
|
2.88K
$135K
|
|
|
Apr 26, 2024
Q1 2024
|
Treasure Coast Financial Planning
|
SELL
|
- |
-2.64K- 10.77% |
$122K - $125K
|
21.9K
$1.02M
|
|
|
May 10, 2024
Q1 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-2.93K- 36.04% |
$135K - $139K
|
5.19K
$243K
|
|
|
May 01, 2024
Q1 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-3K- 8.79% |
$139K - $142K
|
31.2K
$1.46M
|
|
|
May 01, 2024
Q1 2024
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-3.01K- 36.57% |
$139K - $143K
|
5.23K
$245K
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-3.36K- 18.2% |
$156K - $159K
|
15.1K
$707K
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-3.48K- 29.18% |
$161K - $165K
|
8.46K
$396K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-3.55K- 58.12% |
$164K - $168K
|
2.56K
$120K
|
|
|
Apr 22, 2024
Q1 2024
|
Beacon Financial Planning, Inc
Hyannis, MA |
SELL
|
- |
-3.79K- 1.4% |
$175K - $179K
|
266K
$12.5M
|
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-5.22K- 17.47% |
$241K - $247K
|
24.6K
$1.15M
|
|
|
May 06, 2024
Q1 2024
|
Destiny Capital Corp/Co
Golden, CO |
SELL
|
- |
-5.22K- 7.32% |
$241K - $247K
|
66.1K
$3.09M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-5.75K- 11.22% |
$266K - $272K
|
45.5K
$2.13M
|
|
|
Jan 15, 2025
Q1 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-6.79KClosed |
$314K - $322K
|
0
$0
|
|
|
Apr 18, 2024
Q1 2024
|
Hedeker Wealth, LLC
|
SELL
|
- |
-8.1K- 13.91% |
$374K - $383K
|
50.1K
$2.34M
|
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-9.65K- 98.6% |
$446K - $457K
|
137
$6.41K
|
|
|
Apr 11, 2024
Q1 2024
|
Rockland Trust CO
|
SELL
|
- |
-11.1K- 50.39% |
$515K - $528K
|
11K
$514K
|
|
|
May 02, 2024
Q1 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-12K- 50.19% |
$555K - $568K
|
11.9K
$557K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-12.2K- 43.5% |
$563K - $577K
|
15.8K
$740K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-12.4K- 35.68% |
$572K - $586K
|
22.3K
$1.04M
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-13.1K- 19.54% |
$607K - $621K
|
54.1K
$2.53M
|
|
|
Apr 19, 2024
Q1 2024
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-14.5K- 1.83% |
$672K - $688K
|
781K
$36.5M
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-15.9K- 11.81% |
$736K - $754K
|
119K
$5.57M
|
|
|
Apr 12, 2024
Q1 2024
|
Mechanics Bank Trust Department
|
SELL
|
- |
-16.2K- 12.58% |
$748K - $766K
|
112K
$5.26M
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-17K- 12.7% |
$786K - $805K
|
117K
$5.47M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-18.8K- 9.9% |
$869K - $889K
|
171K
$8M
|
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-20.8K- 40.5% |
$960K - $983K
|
30.5K
$1.43M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-21.7K- 10.62% |
$1M - $1.03M
|
182K
$8.53M
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-21.9K- 41.05% |
$1.01M - $1.04M
|
31.5K
$1.47M
|
|
|
Jan 27, 2025
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-24.1K- 42.04% |
$1.11M - $1.14M
|
33.2K
$1.55M
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-34.5K- 48.01% |
$1.59M - $1.63M
|
37.4K
$1.75M
|
|
|
May 06, 2024
Q1 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-40.6K- 15.95% |
$1.88M - $1.92M
|
214K
$10M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-53.9K- 51.5% |
$2.49M - $2.55M
|
50.7K
$2.37M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-64.3K- 4.43% |
$2.97M - $3.05M
|
1.39M
$65M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-64.3K- 4.43% |
$2.97M - $3.05M
|
1.39M
$65M
|
|
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-72.7K- 68.01% |
$3.36M - $3.44M
|
34.2K
$1.6M
|