Purchases and Sales Made in Q4 2024 in Invesco Actively Managed ETF T (GTO)
This table provides information about the institutional ownership of Invesco Actively Managed ETF T (GTO) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
507KNew |
$23.5M - $24.6M
|
507K
$23.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
404KNew |
$18.7M - $19.6M
|
404K
$18.9M
|
|
|
Jan 30, 2025
Q4 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
257KNew |
$11.9M - $12.4M
|
257K
$12M
|
|
|
Jan 21, 2025
Q4 2024
|
Petix & Botte CO
|
BUY
|
- |
210KNew |
$9.73M - $10.2M
|
210K
$9.8M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
131K+ 8.99% |
$6.09M - $6.36M
|
1.59M
$74.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
125K+ 30.03% |
$5.78M - $6.04M
|
540K
$25.2M
|
|
|
Feb 04, 2025
Q4 2024
|
Fjell Capital, LLC
Fargo, ND |
BUY
|
- |
122KNew |
$5.64M - $5.9M
|
122K
$5.68M
|
|
|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
74.6KNew |
$3.46M - $3.61M
|
74.6K
$3.48M
|
|
|
Feb 04, 2025
Q4 2024
|
Daner Wealth Management, LLC
Alpharetta, GA |
BUY
|
- |
70.4KNew |
$3.26M - $3.41M
|
70.4K
$3.28M
|
|
|
Jan 21, 2025
Q4 2024
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
67.3K+ 8.61% |
$3.12M - $3.26M
|
850K
$39.6M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
63.1K+ 69.08% |
$2.92M - $3.05M
|
154K
$7.21M
|
|
|
Jan 30, 2025
Q4 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
58.3KNew |
$2.7M - $2.82M
|
58.3K
$2.72M
|
|
|
Jan 24, 2025
Q4 2024
|
Brio Consultants, LLC
|
BUY
|
- |
52.4K+ 6.06% |
$2.43M - $2.54M
|
917K
$42.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
49.9K+ 18.57% |
$2.31M - $2.42M
|
319K
$14.9M
|
|
|
Jan 15, 2025
Q4 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
47.3K+ 7.24% |
$2.19M - $2.29M
|
701K
$32.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
41.6K+ 31.69% |
$1.93M - $2.01M
|
173K
$8.06M
|
|
|
Jan 28, 2025
Q4 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
35.8K+ 34.6% |
$1.66M - $1.73M
|
139K
$6.49M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
27.3K+ 15.72% |
$1.27M - $1.32M
|
201K
$9.39M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
25.9K+ 41.31% |
$1.2M - $1.25M
|
88.6K
$4.13M
|
|
|
Feb 05, 2025
Q4 2024
|
Acima Private Wealth, LLC
Richmond, VA |
BUY
|
- |
23.8K+ 9.28% |
$1.1M - $1.15M
|
280K
$13.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
20.8K+ 3.84% |
$962K - $1.01M
|
562K
$26.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
17.8K+ 25.32% |
$826K - $863K
|
88.2K
$4.12M
|
|
|
Feb 05, 2025
Q4 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
17.6K+ 4.59% |
$817K - $853K
|
401K
$18.7M
|
|
|
Jan 31, 2025
Q4 2024
|
Treasure Coast Financial Planning
|
BUY
|
- |
17.3K+ 90.58% |
$801K - $837K
|
36.4K
$1.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
15K+ 4.25% |
$695K - $726K
|
368K
$17.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
12.4K+ 27.59% |
$574K - $600K
|
57.3K
$2.67M
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
BUY
|
- |
11.8K+ 8.62% |
$545K - $569K
|
148K
$6.92M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
11.4K+ 35.65% |
$526K - $550K
|
43.2K
$2.02M
|
|
|
Jan 14, 2025
Q4 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
10.6K+ 4.07% |
$491K - $513K
|
271K
$12.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
9.08K+ 15.62% |
$421K - $439K
|
67.2K
$3.14M
|
|
|
Jan 14, 2025
Q4 2024
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
8.36K+ 4.37% |
$387K - $405K
|
200K
$9.31M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
6.67K+ 55.11% |
$309K - $323K
|
18.8K
$876K
|
|
|
Jan 15, 2025
Q4 2024
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
6.31K+ 9.9% |
$292K - $305K
|
70K
$3.26M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
5.85K+ 20.46% |
$271K - $283K
|
34.4K
$1.61M
|
|
|
Jan 21, 2025
Q4 2024
|
Stewardship Advisors, LLC
|
BUY
|
- |
5.25K+ 2.28% |
$243K - $254K
|
235K
$11M
|
|
|
Feb 11, 2025
Q4 2024
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
5.24KNew |
$243K - $253K
|
5.24K
$244K
|
|
|
Jan 21, 2025
Q4 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
5.11KNew |
$237K - $247K
|
5.11K
$238K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
5.05K+ 15765.63% |
$234K - $244K
|
5.08K
$237K
|
|
|
Jan 24, 2025
Q4 2024
|
Cook Wealth Management Group LLC
Raleigh, NC |
BUY
|
- |
4.79K+ 9.71% |
$222K - $232K
|
54.1K
$2.53M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
4.55K+ 63.59% |
$211K - $220K
|
11.7K
$546K
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
4.14K+ 4.37% |
$192K - $201K
|
98.9K
$4.61M
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
3.45K+ 20.89% |
$160K - $167K
|
20K
$932K
|
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
2.41K+ 4.53% |
$112K - $117K
|
55.7K
$2.6M
|
|
|
Jan 17, 2025
Q4 2024
|
Financial Designs Corp
Claremont, CA |
BUY
|
- |
1.98K+ 1.33% |
$91.5K - $95.7K
|
151K
$7.04M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
1.45K+ 0.93% |
$67.3K - $70.3K
|
158K
$7.38M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.43K+ 14.32% |
$66.3K - $69.3K
|
11.4K
$533K
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
1.35K+ 17.76% |
$62.7K - $65.5K
|
8.97K
$419K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.16K+ 6.78% |
$53.8K - $56.2K
|
18.3K
$853K
|
|
|
Jan 30, 2025
Q4 2024
|
Kuhn & CO Investment Counsel
Chicago, IL |
BUY
|
- |
843+ 5.51% |
$39.1K - $40.8K
|
16.1K
$754K
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
821New |
$38K - $39.7K
|
821
$38.3K
|