Latest Institutional Transactions on Invesco Actively Mngd ETF Tr U (GSY)
This table provides information on the latest institutional transactions involving Invesco Actively Mngd ETF Tr U (GSY) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
59+ 0.46% |
$2.95K - $2.97K
|
12.9K
$647K
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
112K+ 61.3% |
$5.62M - $5.65M
|
296K
$14.8M
|
|
Jan 23, 2025
Q4 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
2.7K+ 44.82% |
$135K - $136K
|
8.73K
$437K
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-6.72K- 99.88% |
$336K - $338K
|
8
$400
|
|
Jan 22, 2025
Q4 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
49K+ 7.92% |
$2.45M - $2.46M
|
668K
$33.4M
|
|
Jan 22, 2025
Q4 2024
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
BUY
|
- |
34.3KNew |
$1.71M - $1.72M
|
34.3K
$1.72M
|
|
Jan 22, 2025
Q4 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-410- 5.8% |
$20.5K - $20.6K
|
6.66K
$333K
|
|
Jan 22, 2025
Q4 2024
|
Astor Investment Management LLC
|
BUY
|
- |
5+ 13.51% |
$250 - $251
|
42
$2.1K
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-368- 5.32% |
$18.4K - $18.5K
|
6.55K
$328K
|
|
Jan 22, 2025
Q4 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
1.32K+ 7.84% |
$66K - $66.4K
|
18.2K
$909K
|
|
Jan 22, 2025
Q4 2024
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-124- 50.0% |
$6.2K - $6.23K
|
124
$6.2K
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-1.81K- 12.78% |
$90.5K - $91K
|
12.4K
$618K
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-2.18K- 4.91% |
$109K - $109K
|
42.1K
$2.11M
|
|
Jan 21, 2025
Q4 2024
|
Gradient Investments LLC
|
BUY
|
- |
26.4K+ 1.91% |
$1.32M - $1.33M
|
1.41M
$70.3M
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
918+ 19.47% |
$45.9K - $46.1K
|
5.63K
$282K
|
|
Jan 21, 2025
Q4 2024
|
Petix & Botte CO
|
SELL
|
- |
-4.58K- 19.0% |
$229K - $230K
|
19.5K
$976K
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
7.48K+ 2.37% |
$374K - $376K
|
324K
$16.2M
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
20.9K+ 452.37% |
$1.04M - $1.05M
|
25.5K
$1.27M
|
|
Jan 21, 2025
Q4 2024
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-770- 6.82% |
$38.5K - $38.7K
|
10.5K
$526K
|
|
Jan 21, 2025
Q4 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
3.1K+ 18.07% |
$155K - $156K
|
20.2K
$1.01M
|
|
Jan 21, 2025
Q4 2024
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-10.4K- 6.37% |
$521K - $524K
|
153K
$7.66M
|
|
Jan 17, 2025
Q4 2024
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-604- 2.83% |
$30.2K - $30.4K
|
20.8K
$1.04M
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
25K+ 24.34% |
$1.25M - $1.25M
|
128K
$6.38M
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
10K+ 40.09% |
$501K - $504K
|
35K
$1.75M
|
|
Jan 17, 2025
Q4 2024
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
59K+ 92.59% |
$2.95M - $2.97M
|
123K
$6.14M
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
96+ 1.41% |
$4.8K - $4.83K
|
6.9K
$345K
|
|
Jan 17, 2025
Q4 2024
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-8.31K- 2.53% |
$416K - $418K
|
320K
$16M
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
469+ 9.97% |
$23.5K - $23.6K
|
5.17K
$259K
|
|
Jan 16, 2025
Q4 2024
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
BUY
|
- |
41.5K+ 246.1% |
$2.08M - $2.09M
|
58.4K
$2.92M
|
|
Jan 15, 2025
Q4 2024
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-4.88K- 6.82% |
$244K - $245K
|
66.6K
$3.33M
|
|
Jan 15, 2025
Q4 2024
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
88+ 0.99% |
$4.4K - $4.42K
|
8.94K
$447K
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-126K- 45.27% |
$6.28M - $6.31M
|
152K
$7.59M
|
|
Jan 15, 2025
Q4 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
4.7K+ 36.91% |
$235K - $236K
|
17.4K
$872K
|
|
Jan 15, 2025
Q4 2024
|
B & T Capital Management Dba Alpha Capital Management
|
BUY
|
- |
5.38K+ 46.24% |
$269K - $270K
|
17K
$851K
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
27.9K+ 36.1% |
$1.4M - $1.4M
|
105K
$5.27M
|
|
Jan 14, 2025
Q4 2024
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
233KNew |
$11.7M - $11.7M
|
233K
$11.7M
|
|
Jan 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
488+ 1.5% |
$24.4K - $24.5K
|
33K
$1.65M
|
|
Jan 14, 2025
Q4 2024
|
Rovin Capital
|
BUY
|
- |
11.8KNew |
$590K - $593K
|
11.8K
$590K
|
|
Jan 14, 2025
Q4 2024
|
Trust CO
|
BUY
|
- |
4.06K+ 8.43% |
$203K - $204K
|
52.2K
$2.61M
|
|
Jan 14, 2025
Q4 2024
|
Sterling Financial Group, Inc.
Pasadena, CA |
BUY
|
- |
113KNew |
$5.63M - $5.66M
|
113K
$5.64M
|
|
Jan 13, 2025
Q4 2024
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
2.08K+ 34.0% |
$104K - $104K
|
8.18K
$409K
|
|
Jan 13, 2025
Q4 2024
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
28.1K+ 32.83% |
$1.4M - $1.41M
|
114K
$5.68M
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
705New |
$35.3K - $35.4K
|
705
$35.3K
|
|
Jan 10, 2025
Q4 2024
|
Ridgewood Investments LLC
|
SELL
|
- |
-4.95K- 92.28% |
$247K - $249K
|
414
$20.7K
|
|
Jan 08, 2025
Q4 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
1.04K+ 13.04% |
$52.2K - $52.5K
|
9.05K
$453K
|
|
Jan 08, 2025
Q4 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
2.14K+ 33.73% |
$107K - $107K
|
8.48K
$424K
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
6.15KNew |
$308K - $309K
|
6.15K
$308K
|
|
Jan 06, 2025
Q4 2024
|
Ridgeline Wealth, LLC
Mesa, AZ |
BUY
|
- |
14.7KNew |
$735K - $739K
|
14.7K
$735K
|
|
Q3 2024 | |||||||
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
17.5K+ 1.34% |
$874K - $882K
|
1.33M
$66.4M
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-269- 2.57% |
$13.4K - $13.5K
|
10.2K
$510K
|