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
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-7.58K- 32.47% |
$351K - $367K
|
15.8K
$742K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-8.39K- 1.54% |
$389K - $406K
|
538K
$25.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Mechanics Bank Trust Department
|
SELL
|
- |
-9.92K- 11.45% |
$460K - $480K
|
76.7K
$3.61M
|
|
|
Jan 13, 2025
Q4 2024
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-11.7K- 1.47% |
$543K - $567K
|
783K
$36.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-12.3K- 55.95% |
$570K - $595K
|
9.68K
$456K
|
|
|
Jan 22, 2025
Q4 2024
|
Williams & Novak, LLC
Westlake Village, CA |
SELL
|
- |
-12.8K- 42.6% |
$593K - $619K
|
17.2K
$811K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-14.7K- 38.02% |
$679K - $709K
|
23.9K
$1.12M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-14.8K- 11.3% |
$687K - $717K
|
116K
$5.47M
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Planning, Inc
Hyannis, MA |
SELL
|
- |
-15.1K- 5.9% |
$702K - $733K
|
242K
$11.4M
|
|
|
Jan 27, 2025
Q4 2024
|
Avid Wealth Partners LLC
San Antonio, TX |
SELL
|
- |
-18.2K- 18.06% |
$842K - $880K
|
82.5K
$3.88M
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-18.6K- 45.31% |
$863K - $902K
|
22.5K
$1.06M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-19.2K- 17.96% |
$890K - $930K
|
87.7K
$4.13M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-36.4K- 46.23% |
$1.69M - $1.76M
|
42.4K
$1.99M
|
|
|
Jan 28, 2025
Q4 2024
|
Landmark Wealth Management, Inc.
Normal, IL |
SELL
|
- |
-43K- 7.34% |
$1.99M - $2.08M
|
542K
$25.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-47.1K- 77.09% |
$2.18M - $2.28M
|
14K
$659K
|
|
|
Feb 10, 2025
Q4 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-88.5K- 10.9% |
$4.1M - $4.28M
|
723K
$34M
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-141K- 43.11% |
$6.52M - $6.82M
|
186K
$8.75M
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-161K- 21.64% |
$7.45M - $7.78M
|
582K
$27.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-446K- 13.6% |
$20.6M - $21.6M
|
2.83M
$133M
|