Insight Wealth Partners, LLC Invesco Actively Managed ETF T Transaction History

Insight Wealth Partners, LLC

$723 Million
Q4 2024

A detailed history of Insight Wealth Partners, LLC transactions in Invesco Actively Managed ETF T stock. As of the latest transaction made, Insight Wealth Partners, LLC holds 99,718 shares of GTO stock, worth $4.7 Million. This represents 0.64% of its overall portfolio holdings.

Number of Shares

99,718

Previous 88,747 12.36%

Holding current value

$4.7 Million

Previous $4.29 Million 7.93%

% of portfolio

0.64%

Previous 0.86%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	BUY	$46.33 - $48.41 $508,286 - $531,106	10,971 Added 12.36%	99,718 $4.63 Million
Q3 2024 Nov 13, 2024	BUY	$46.22 - $48.77 $226,108 - $238,582	4,892 Added 5.83%	88,747 $4.29 Million
Q2 2024 Jul 18, 2024	SELL	$45.43 - $46.93 $29,029 - $29,988	-639 Reduced 0.76%	83,855 $3.89 Million
Q1 2024 May 10, 2024	BUY	$46.24 - $47.35 $722,823 - $740,175	15,632 Added 22.7%	84,494 $3.96 Million
Q4 2023 Feb 13, 2024	BUY	$43.49 - $47.4 $73,063 - $79,632	1,680 Added 2.5%	68,862 $3.25 Million
Q3 2023 Oct 30, 2023	BUY	$44.55 - $46.82 $19,691 - $20,694	442 Added 0.66%	67,182 $3 Million
Q2 2023 Aug 11, 2023	SELL	$46.01 - $47.65 $1.43 Million - $1.48 Million	-31,156 Reduced 31.83%	66,740 $3.1 Million
Q1 2023 May 12, 2023	BUY	$46.61 - $48.66 $73,084 - $76,298	1,568 Added 1.63%	97,896 $4.62 Million
Q4 2022 Jan 31, 2023	BUY	$44.32 - $47.8 $826,523 - $891,422	18,649 Added 24.01%	96,328 $4.48 Million
Q3 2022 Dec 01, 2022	BUY	$45.55 - $49.51 $309,238 - $336,123	6,789 Added 9.58%	77,679 $3.54 Million
Q2 2022 Jul 13, 2022	SELL	$47.72 - $52.41 $17,847 - $19,601	-374 Reduced 0.52%	70,890 $3.41 Million
Q1 2022 May 02, 2022	SELL	$51.76 - $55.9 $18.2 Million - $19.7 Million	-351,536 Reduced 83.14%	71,264 $3.74 Million
Q4 2021 Feb 04, 2022	BUY	$56.04 - $56.98 $2.79 Million - $2.83 Million	49,718 Added 13.33%	422,800 $23.8 Million
Q3 2021 Nov 05, 2021	BUY	$56.77 - $57.69 $1.78 Million - $1.81 Million	31,345 Added 9.17%	373,082 $21.2 Million
Q2 2021 Jul 14, 2021	BUY	$56.12 - $57.19 $1.06 Million - $1.08 Million	18,803 Added 5.82%	341,737 $19.5 Million
Q1 2021 Apr 20, 2021	BUY	$55.85 - $57.7 $2.73 Million - $2.82 Million	48,813 Added 17.81%	322,934 $18.1 Million
Q4 2020 Jan 19, 2021	BUY	$57.4 - $58.67 $1.07 Million - $1.09 Million	18,654 Added 7.3%	274,121 $15.8 Million
Q3 2020 Oct 16, 2020	BUY	$57.24 - $58.61 $14.6 Million - $15 Million	255,467 New	255,467 $14.8 Million

Others Institutions Holding GTO

# of Institutions

201

Shares Held

35.4M

Call Options Held

Put Options Held

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About INVESCO ACTIVELY MANAGED ETF T

Ticker GTO
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Insight Wealth Partners, LLC Invesco Actively Managed ETF T Transaction History