Purchases and Sales Made in Q3 2023 in Invesco Actively Managed ETF T (GTO)
This table provides information about the institutional ownership of Invesco Actively Managed ETF T (GTO) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-697- 2.45% |
$31.1K - $32.6K
|
27.8K
$1.3M
|
|
|
Oct 10, 2023
Q3 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-698- 6.72% |
$31.1K - $32.7K
|
9.7K
$454K
|
|
|
Nov 30, 2023
Q3 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-762Closed |
$33.9K - $35.7K
|
0
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-818- 5.35% |
$36.4K - $38.3K
|
14.5K
$677K
|
|
|
Oct 24, 2023
Q3 2023
|
Retirement Planning Group
|
SELL
|
- |
-986- 1.41% |
$43.9K - $46.2K
|
68.8K
$3.22M
|
|
|
Nov 13, 2023
Q3 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-999- 8.46% |
$44.5K - $46.8K
|
10.8K
$506K
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
SELL
|
- |
-1.04K- 87.42% |
$46.1K - $48.5K
|
149
$6.97K
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.36K- 99.93% |
$60.5K - $63.6K
|
1
$46.8
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1.54K- 1.81% |
$68.6K - $72.1K
|
83.7K
$3.92M
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
SELL
|
- |
-1.79K- 33.66% |
$79.9K - $84K
|
3.54K
$165K
|
|
|
Apr 26, 2024
Q3 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-2.33K- 11.51% |
$104K - $109K
|
18K
$840K
|
|
|
Nov 13, 2023
Q3 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-2.33K- 11.51% |
$104K - $109K
|
18K
$840K
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-2.73K- 5.94% |
$122K - $128K
|
43.2K
$2.02M
|
|
|
Oct 27, 2023
Q3 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-3.14K- 5.68% |
$140K - $147K
|
52.1K
$2.44M
|
|
|
Nov 13, 2023
Q3 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-3.17K- 20.95% |
$141K - $149K
|
12K
$560K
|
|
|
Nov 16, 2023
Q3 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-4.28K- 23.56% |
$190K - $200K
|
13.9K
$649K
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-4.39K- 8.22% |
$195K - $205K
|
49K
$2.29M
|
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-5.15K- 32.18% |
$230K - $241K
|
10.9K
$508K
|
|
|
Nov 13, 2023
Q3 2023
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-6.39K- 55.01% |
$285K - $299K
|
5.23K
$245K
|
|
|
Nov 01, 2023
Q3 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-6.52K- 13.48% |
$291K - $305K
|
41.9K
$1.96M
|
|
|
Oct 20, 2023
Q3 2023
|
Brookstone Capital Management
|
SELL
|
- |
-6.92K- 1.76% |
$308K - $324K
|
385K
$18M
|
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-9K- 46.49% |
$401K - $421K
|
10.4K
$485K
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-11K- 23.33% |
$489K - $513K
|
36K
$1.69M
|
|
|
Oct 30, 2023
Q3 2023
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-12.5K- 63.12% |
$557K - $585K
|
7.31K
$342K
|
|
|
Nov 15, 2023
Q3 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-12.6K- 51.7% |
$560K - $588K
|
11.7K
$549K
|
|
|
Nov 14, 2023
Q3 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-12.9K- 19.7% |
$575K - $605K
|
52.6K
$2.46M
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-15.8K- 48.55% |
$703K - $739K
|
16.7K
$783K
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-30.1K- 2.7% |
$1.34M - $1.41M
|
1.09M
$50.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
SELL
|
- |
-60K- 74.41% |
$2.67M - $2.81M
|
20.6K
$965K
|
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-62.4K- 23.81% |
$2.78M - $2.92M
|
200K
$9.35M
|
|
|
Oct 26, 2023
Q3 2023
|
Rockland Trust CO
|
SELL
|
- |
-109K- 79.47% |
$4.86M - $5.11M
|
28.2K
$1.32M
|
|
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-110K- 61.01% |
$4.9M - $5.15M
|
70.3K
$3.29M
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-145K- 5.71% |
$6.48M - $6.81M
|
2.4M
$112M
|