Purchases and Sales Made in Q2 2023 in Invesco Actively Managed ETF T (GTO)
This table provides information about the institutional ownership of Invesco Actively Managed ETF T (GTO) during Q2 2023. 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 |
---|---|---|---|---|---|---|---|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
3.19K+ 49.81% |
$147K - $152K
|
9.61K
$452K
|
|
Aug 14, 2023
Q2 2023
|
Wedbush Securities Inc
|
BUY
|
- |
3.09K+ 38.13% |
$142K - $147K
|
11.2K
$526K
|
|
Aug 14, 2023
Q2 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
2.89K+ 5.35% |
$133K - $137K
|
56.8K
$2.68M
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.85K+ 12.01% |
$131K - $136K
|
26.6K
$1.25M
|
|
Jul 05, 2023
Q2 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
2.82K+ 23.1% |
$130K - $134K
|
15K
$706K
|
|
Jul 11, 2023
Q2 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
2.7K+ 3.75% |
$124K - $129K
|
74.7K
$3.52M
|
|
Jul 20, 2023
Q2 2023
|
Pfg Advisors
|
BUY
|
- |
2.46K+ 9.35% |
$113K - $117K
|
28.8K
$1.36M
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
BUY
|
- |
2K+ 2020.2% |
$92K - $95.3K
|
2.1K
$98.8K
|
|
Aug 14, 2023
Q2 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
1.79K+ 13792.31% |
$82.5K - $85.4K
|
1.81K
$85K
|
|
Aug 14, 2023
Q2 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
1.76KNew |
$81K - $83.9K
|
1.76K
$82.9K
|
|
Jul 13, 2023
Q2 2023
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
1.7K+ 2.09% |
$78K - $80.8K
|
82.8K
$3.9M
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
1.6K+ 3.53% |
$73.8K - $76.4K
|
47K
$2.21M
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.36KNew |
$62.6K - $64.8K
|
1.36K
$64K
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
1.18KNew |
$54.5K - $56.4K
|
1.18K
$55.7K
|
|
Aug 16, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.13K+ 7.34% |
$52.1K - $53.9K
|
16.6K
$780K
|
|
Jul 13, 2023
Q2 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
1.03K+ 280.93% |
$47.4K - $49.1K
|
1.4K
$65.8K
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
BUY
|
- |
900+ 1.13% |
$41.4K - $42.9K
|
80.6K
$3.79M
|
|
Nov 30, 2023
Q2 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
762New |
$35.1K - $36.3K
|
762
$35.9K
|
|
Aug 14, 2023
Q2 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
756+ 16.3% |
$34.8K - $36K
|
5.39K
$254K
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
574New |
$26.4K - $27.4K
|
574
$27K
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
527+ 3.21% |
$24.2K - $25.1K
|
16.9K
$797K
|
|
Jul 26, 2023
Q2 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
470+ 8.58% |
$21.6K - $22.4K
|
5.95K
$280K
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
366New |
$16.8K - $17.4K
|
366
$17.2K
|
|
Aug 03, 2023
Q2 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
357+ 1.53% |
$16.4K - $17K
|
23.6K
$1.11M
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
301New |
$13.8K - $14.3K
|
301
$14.2K
|
|
Jul 27, 2023
Q2 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
250+ 5.66% |
$11.5K - $11.9K
|
4.67K
$220K
|
|
Aug 11, 2023
Q2 2023
|
Intergy Private Wealth, LLC
|
BUY
|
- |
213+ 3.19% |
$9.8K - $10.1K
|
6.89K
$324K
|
|
Aug 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
213+ 16.44% |
$9.8K - $10.1K
|
1.51K
$71K
|
|
Aug 14, 2023
Q2 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
181+ 0.37% |
$8.33K - $8.62K
|
49K
$2.31M
|
|
Aug 03, 2023
Q2 2023
|
Destiny Capital Corp/Co
Golden, CO |
BUY
|
- |
155+ 0.17% |
$7.13K - $7.39K
|
94K
$4.43M
|
|
Apr 26, 2024
Q2 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
100+ 0.5% |
$4.6K - $4.77K
|
20.3K
$955K
|
|
Aug 11, 2023
Q2 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
100+ 0.5% |
$4.6K - $4.77K
|
20.3K
$955K
|
|
Aug 11, 2023
Q2 2023
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
80+ 0.04% |
$3.68K - $3.81K
|
201K
$9.45M
|
|
Aug 11, 2023
Q2 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
72+ 1.14% |
$3.31K - $3.43K
|
6.39K
$301K
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
60+ 240.0% |
$2.76K - $2.86K
|
85
$4K
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
60+ 240.0% |
$2.76K - $2.86K
|
85
$4K
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
32+ 0.06% |
$1.47K - $1.52K
|
53.4K
$2.51M
|
|
Jul 14, 2023
Q2 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
14+ 0.08% |
$644 - $667
|
18.1K
$854K
|
|
Aug 30, 2023
Q2 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
11+ 0.1% |
$506 - $524
|
11K
$517K
|
|
Jul 05, 2023
Q2 2023
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-5- 0.02% |
$230 - $238
|
22.1K
$1.04M
|
|
Aug 03, 2023
Q2 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-7- 23.33% |
$322 - $334
|
23
$1.08K
|
|
Jul 26, 2023
Q2 2023
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
SELL
|
- |
-21- 42.0% |
$966 - $1K
|
29
$1.37K
|
|
Jul 21, 2023
Q2 2023
|
Psi Advisors, LLC
|
SELL
|
- |
-25- 62.5% |
$1.15K - $1.19K
|
15
$706
|
|
Jul 28, 2023
Q2 2023
|
Key F Inancial Inc
|
SELL
|
- |
-97- 3.85% |
$4.46K - $4.62K
|
2.43K
$114K
|
|
Aug 11, 2023
Q2 2023
|
Assetmark, Inc
|
SELL
|
- |
-130- 3.44% |
$5.98K - $6.19K
|
3.65K
$172K
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-171- 0.13% |
$7.87K - $8.15K
|
132K
$6.24M
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-229- 1.48% |
$10.5K - $10.9K
|
15.3K
$720K
|
|
Jul 17, 2023
Q2 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-255- 4.62% |
$11.7K - $12.2K
|
5.26K
$248K
|