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 |
---|---|---|---|---|---|---|---|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
11+ 0.04% |
$510 - $533
|
30.4K
$1.42M
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-5- 2.65% |
$232 - $242
|
184
$8.58K
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-23- 0.38% |
$1.07K - $1.11K
|
6.09K
$284K
|
|
Jan 17, 2025
Q4 2024
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-50- 0.4% |
$2.32K - $2.42K
|
12.5K
$581K
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-54- 7.79% |
$2.5K - $2.61K
|
639
$29.8K
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-76- 0.63% |
$3.52K - $3.68K
|
12.1K
$563K
|
|
Feb 12, 2025
Q4 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-123- 77.36% |
$5.7K - $5.95K
|
36
$1.68K
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-233- 3.83% |
$10.8K - $11.3K
|
5.85K
$273K
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-265- 3.31% |
$12.3K - $12.8K
|
7.74K
$361K
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-265- 34.6% |
$12.3K - $12.8K
|
501
$23.4K
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-314- 20.27% |
$14.5K - $15.2K
|
1.24K
$57.6K
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-367- 57.08% |
$17K - $17.8K
|
276
$12.9K
|
|
Jan 31, 2025
Q4 2024
|
Destiny Capital Corp/Co
Golden, CO |
SELL
|
- |
-471- 0.75% |
$21.8K - $22.8K
|
62.6K
$2.92M
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-482- 0.23% |
$22.3K - $23.3K
|
207K
$9.65M
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-545- 7.84% |
$25.2K - $26.4K
|
6.41K
$299K
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
SELL
|
- |
-788- 1.23% |
$36.5K - $38.1K
|
63.4K
$2.96M
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-791- 6.95% |
$36.6K - $38.3K
|
10.6K
$494K
|
|
Feb 04, 2025
Q4 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-832- 38.47% |
$38.5K - $40.3K
|
1.33K
$62.1K
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-833- 57.81% |
$38.6K - $40.3K
|
608
$28.3K
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-846- 2.27% |
$39.2K - $41K
|
36.4K
$1.7M
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-990- 28.01% |
$45.9K - $47.9K
|
2.55K
$119K
|
|
Feb 04, 2025
Q4 2024
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-1K- 2.72% |
$46.4K - $48.5K
|
35.9K
$1.67M
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
SELL
|
- |
-1.34K- 14.31% |
$62.1K - $64.9K
|
8.03K
$374K
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-1.77K- 14.19% |
$81.9K - $85.6K
|
10.7K
$498K
|
|
Feb 04, 2025
Q4 2024
|
Mainstay Capital Management LLC
|
SELL
|
- |
-1.78K- 18.42% |
$82.5K - $86.2K
|
7.89K
$368K
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-2.24K- 23.93% |
$104K - $108K
|
7.11K
$331K
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-3.12K- 13.18% |
$145K - $151K
|
20.6K
$959K
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-5.5K- 0.99% |
$255K - $266K
|
548K
$25.6M
|
|
Feb 10, 2025
Q4 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-5.81K- 5.67% |
$269K - $281K
|
96.6K
$4.5M
|
|
Feb 11, 2025
Q4 2024
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-6.19K- 10.92% |
$287K - $300K
|
50.5K
$2.36M
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-7.58K- 32.47% |
$351K - $367K
|
15.8K
$735K
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-8.39K- 1.54% |
$389K - $406K
|
538K
$25.1M
|
|
Jan 16, 2025
Q4 2024
|
Mechanics Bank Trust Department
|
SELL
|
- |
-9.92K- 11.45% |
$460K - $480K
|
76.7K
$3.58M
|
|
Jan 13, 2025
Q4 2024
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-11.7K- 1.47% |
$543K - $567K
|
783K
$36.5M
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-12.3K- 55.95% |
$570K - $595K
|
9.68K
$451K
|
|
Jan 22, 2025
Q4 2024
|
Williams & Novak, LLC
Westlake Village, CA |
SELL
|
- |
-12.8K- 42.6% |
$593K - $619K
|
17.2K
$804K
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-14.7K- 38.02% |
$679K - $709K
|
23.9K
$1.11M
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-14.8K- 11.3% |
$687K - $717K
|
116K
$5.42M
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Planning, Inc
Hyannis, MA |
SELL
|
- |
-15.1K- 5.9% |
$702K - $733K
|
242K
$11.3M
|
|
Jan 27, 2025
Q4 2024
|
Avid Wealth Partners LLC
San Antonio, TX |
SELL
|
- |
-18.2K- 18.06% |
$842K - $880K
|
82.5K
$3.85M
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-18.6K- 45.31% |
$863K - $902K
|
22.5K
$1.05M
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-19.2K- 17.96% |
$890K - $930K
|
87.7K
$4.09M
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-36.4K- 46.23% |
$1.69M - $1.76M
|
42.4K
$1.98M
|
|
Jan 28, 2025
Q4 2024
|
Landmark Wealth Management, Inc.
Normal, IL |
SELL
|
- |
-43K- 7.34% |
$1.99M - $2.08M
|
542K
$25.3M
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-47.1K- 77.09% |
$2.18M - $2.28M
|
14K
$653K
|
|
Feb 10, 2025
Q4 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-88.5K- 10.9% |
$4.1M - $4.28M
|
723K
$33.7M
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-141K- 43.11% |
$6.52M - $6.82M
|
186K
$8.66M
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-161K- 21.64% |
$7.45M - $7.78M
|
582K
$27.1M
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-446K- 13.6% |
$20.6M - $21.6M
|
2.83M
$132M
|