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 |
|---|---|---|---|---|---|---|---|
|
Apr 16, 2024
Q1 2024
|
Tsfg, LLC
|
SELL
|
- |
-147- 85.47% |
$7.31K - $7.35K
|
25
$1.25K
|
|
|
Apr 10, 2024
Q1 2024
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-345- 5.7% |
$17.2K - $17.3K
|
5.71K
$285K
|
|
| Q4 2023 | |||||||
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
3.55KNew |
$176K - $178K
|
3.55K
$178K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
63New |
$3.13K - $3.16K
|
63
$3.15K
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-28.5K- 39.37% |
$1.41M - $1.43M
|
43.8K
$2.19M
|
|
|
Feb 13, 2024
Q4 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
1KNew |
$49.6K - $50.1K
|
1K
$50K
|
|
|
Feb 13, 2024
Q4 2023
|
Natixis
Paris, I0 |
BUY
|
- |
123+ 0.13% |
$6.1K - $6.16K
|
95K
$4.75M
|
|
|
Feb 13, 2024
Q4 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
129+ 0.53% |
$6.4K - $6.46K
|
24.7K
$1.23M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
19.3KNew |
$958K - $967K
|
19.3K
$965K
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
335New |
$16.6K - $16.8K
|
335
$16.8K
|
|
|
Feb 09, 2024
Q4 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
7.61KNew |
$378K - $381K
|
7.61K
$381K
|
|
|
Feb 08, 2024
Q4 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-4.12K- 20.79% |
$204K - $206K
|
15.7K
$785K
|
|
|
Feb 07, 2024
Q4 2023
|
Warberg Asset Management LLC
Winnetka, IL |
BUY
|
- |
27.4KNew |
$1.36M - $1.37M
|
27.4K
$1.37M
|
|
|
Feb 05, 2024
Q4 2023
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
100New |
$4.96K - $5.01K
|
100
$5K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-185K- 53.23% |
$9.18M - $9.27M
|
163K
$8.13M
|
|
|
Jan 26, 2024
Q4 2023
|
Sandy Spring Bank
|
BUY
|
- |
116New |
$5.76K - $5.81K
|
116
$5.8K
|
|
|
Jan 23, 2024
Q4 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
167+ 2.79% |
$8.29K - $8.37K
|
6.16K
$308K
|
|
|
Jan 17, 2024
Q4 2023
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
12.7K+ 124.18% |
$631K - $637K
|
22.9K
$1.15M
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-360- 0.98% |
$17.9K - $18K
|
36.5K
$1.83M
|
|
|
Jan 10, 2024
Q4 2023
|
Pasadena Private Wealth, LLC
Pasadena, CA |
SELL
|
- |
-39.3K- 34.57% |
$1.95M - $1.97M
|
74.4K
$3.72M
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-470- 7.83% |
$23.3K - $23.4K
|
5.53K
$277K
|
|
|
Nov 14, 2023
Q3 2023
|
Intrepid Family Office LLC
Greenwich, CT |
BUY
|
- |
6.1K+ 32.28% |
$303K - $304K
|
25K
$1.25M
|
|
|
Nov 14, 2023
Q3 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-220- 99.55% |
$10.9K - $11K
|
1
$50
|
|
|
Nov 13, 2023
Q3 2023
|
Private Capital Management LLC
|
BUY
|
- |
22.7KNew |
$1.13M - $1.13M
|
22.7K
$1.14M
|
|
|
Nov 13, 2023
Q3 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
4.78KNew |
$237K - $238K
|
4.78K
$239K
|
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
48New |
$2.38K - $2.39K
|
48
$2.4K
|
|
|
Nov 08, 2023
Q3 2023
|
Crewe Advisors LLC
|
BUY
|
- |
334New |
$16.6K - $16.6K
|
334
$16.7K
|
|
|
Nov 08, 2023
Q3 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
52+ 0.85% |
$2.58K - $2.59K
|
6.2K
$310K
|
|
|
Nov 08, 2023
Q3 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
235New |
$11.7K - $11.7K
|
235
$11.8K
|
|
|
Nov 06, 2023
Q3 2023
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-1.01K- 7.49% |
$50K - $50.2K
|
12.4K
$623K
|
|
|
Nov 03, 2023
Q3 2023
|
Syntal Capital Partners, LLC
Midland, TX |
SELL
|
- |
-8.22K- 41.03% |
$408K - $410K
|
11.8K
$591K
|
|
|
Nov 02, 2023
Q3 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
30+ 0.52% |
$1.49K - $1.5K
|
5.78K
$289K
|
|
|
Nov 02, 2023
Q3 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-2.02K- 15.54% |
$100K - $101K
|
11K
$550K
|
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-98- 31.61% |
$4.86K - $4.89K
|
212
$10.6K
|
|
|
Oct 26, 2023
Q3 2023
|
Detalus Advisors, LLC
|
SELL
|
- |
-1K- 19.23% |
$49.6K - $49.9K
|
4.2K
$210K
|
|
|
Oct 26, 2023
Q3 2023
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
7.57KNew |
$375K - $377K
|
7.57K
$378K
|
|
|
Oct 19, 2023
Q3 2023
|
Provident Wealth Management, LLC
|
SELL
|
- |
-26- 0.38% |
$1.29K - $1.3K
|
6.84K
$342K
|
|
|
Oct 17, 2023
Q3 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-195- 4.26% |
$9.68K - $9.72K
|
4.38K
$219K
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
1+ 0.23% |
$49.6 - $49.9
|
439
$22K
|
|
|
Oct 10, 2023
Q3 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
602New |
$29.9K - $30K
|
602
$30.1K
|
|
| Q2 2023 | |||||||
|
Nov 04, 2024
Q2 2023
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
200New |
$9.91K - $9.96K
|
200
$10K
|
|
|
Feb 14, 2024
Q2 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
404New |
$20K - $20.1K
|
404
$20.2K
|
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
558New |
$27.7K - $27.8K
|
558
$27.9K
|
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-103- 1.73% |
$5.11K - $5.13K
|
5.85K
$293K
|
|
|
Aug 14, 2023
Q2 2023
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-21- 0.57% |
$1.04K - $1.05K
|
3.65K
$183K
|
|
|
Aug 14, 2023
Q2 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
6.85KNew |
$340K - $341K
|
6.85K
$343K
|
|
|
Aug 11, 2023
Q2 2023
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-725- 13.92% |
$35.9K - $36.1K
|
4.48K
$224K
|
|
|
Aug 11, 2023
Q2 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
502New |
$24.9K - $25K
|
502
$25.1K
|
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-1.8K- 9.59% |
$89.1K - $89.5K
|
16.9K
$848K
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-1.17K- 95.81% |
$57.8K - $58.1K
|
51
$2.55K
|
|