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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2023
Q4 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
1.4K+ 32.97% |
$68.9K - $69.4K
|
5.65K
$282K
|
|
|
Feb 13, 2023
Q4 2022
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-2.96K- 40.56% |
$146K - $147K
|
4.34K
$217K
|
|
|
Feb 09, 2023
Q4 2022
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-163K- 56.77% |
$8.04M - $8.09M
|
124K
$6.22M
|
|
|
Feb 09, 2023
Q4 2022
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
21.5KNew |
$1.06M - $1.07M
|
21.5K
$1.08M
|
|
|
Feb 02, 2023
Q4 2022
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-2.6K- 32.34% |
$128K - $129K
|
5.44K
$272K
|
|
|
Feb 01, 2023
Q4 2022
|
Antonetti Capital Management LLC
|
SELL
|
- |
-5.55K- 44.65% |
$273K - $275K
|
6.88K
$344K
|
|
|
Jan 25, 2023
Q4 2022
|
Fifth Third Bancorp
|
BUY
|
- |
14.2K+ 7276.92% |
$699K - $704K
|
14.4K
$720K
|
|
|
Jan 18, 2023
Q4 2022
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
470New |
$23.1K - $23.3K
|
470
$23.5K
|
|
|
Jan 12, 2023
Q4 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
BUY
|
- |
6.7KNew |
$330K - $332K
|
6.7K
$335K
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
SELL
|
- |
-10.4K- 68.24% |
$512K - $516K
|
4.84K
$242K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
178New |
$8.76K - $8.83K
|
178
$8.91K
|
|
|
Jan 10, 2023
Q4 2022
|
Vigilare Wealth Management
|
BUY
|
- |
5.68KNew |
$280K - $282K
|
5.68K
$284K
|
|
| Q3 2022 | |||||||
|
Nov 15, 2022
Q3 2022
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-9.87K- 5.17% |
$488K - $490K
|
181K
$9.07M
|
|
|
Nov 14, 2022
Q3 2022
|
De Burlo Group Inc
Boston, MA |
BUY
|
- |
40New |
$1.98K - $1.99K
|
40
$2K
|
|
|
Nov 14, 2022
Q3 2022
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-6.07K- 29.09% |
$300K - $301K
|
14.8K
$740K
|
|
|
Nov 14, 2022
Q3 2022
|
Karlinski Andrew C
Irvine, CA |
SELL
|
- |
-257- 3.27% |
$12.7K - $12.8K
|
7.61K
$381K
|
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
36New |
$1.78K - $1.79K
|
36
$1.8K
|
|
|
Nov 10, 2022
Q3 2022
|
Legacy Wealth Planning, LLC
|
SELL
|
- |
-6.08K- 19.59% |
$300K - $302K
|
25K
$1.25M
|
|
|
Nov 10, 2022
Q3 2022
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-1.5K- 16.63% |
$74.1K - $74.5K
|
7.52K
$376K
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-107K- 17.79% |
$5.26M - $5.29M
|
492K
$24.6M
|
|
|
Nov 09, 2022
Q3 2022
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-59- 1.34% |
$2.91K - $2.93K
|
4.33K
$217K
|
|
|
Nov 09, 2022
Q3 2022
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
2New |
$98.8 - $99.3
|
2
$100
|
|
|
Nov 08, 2022
Q3 2022
|
Bts Asset Management, Inc.
|
SELL
|
- |
-16.5K- 37.5% |
$813K - $817K
|
27.4K
$1.37M
|
|
|
Nov 08, 2022
Q3 2022
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-9.98K- 54.89% |
$493K - $496K
|
8.2K
$410K
|
|
|
Nov 08, 2022
Q3 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
3.09KNew |
$153K - $153K
|
3.09K
$154K
|
|
|
Nov 08, 2022
Q3 2022
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-941- 17.53% |
$46.5K - $46.7K
|
4.43K
$221K
|
|
|
Nov 04, 2022
Q3 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-25.4K- 83.25% |
$1.25M - $1.26M
|
5.11K
$256K
|
|
|
Nov 03, 2022
Q3 2022
|
Paragon Wealth Strategies, LLC
|
BUY
|
- |
4New |
$198 - $199
|
4
$200
|
|
|
Nov 03, 2022
Q3 2022
|
Acg Wealth
|
SELL
|
- |
-369- 3.72% |
$18.2K - $18.3K
|
9.56K
$478K
|
|
|
Nov 03, 2022
Q3 2022
|
Spectrum Management Group, LLC
|
BUY
|
- |
900New |
$44.5K - $44.7K
|
900
$45K
|
|
|
Nov 02, 2022
Q3 2022
|
Siena Capital LLC
Cincinnati, OH |
SELL
|
- |
-957- 0.92% |
$47.3K - $47.5K
|
103K
$5.14M
|
|
|
Nov 01, 2022
Q3 2022
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
5.95KNew |
$294K - $296K
|
5.95K
$298K
|
|
|
Oct 24, 2022
Q3 2022
|
Iron Bridge Private Wealth, LLC
|
SELL
|
- |
-100- 0.05% |
$4.94K - $4.97K
|
191K
$9.55M
|
|
|
Oct 19, 2022
Q3 2022
|
Hb Wealth Management, LLC
|
SELL
|
- |
-2.5K- 32.17% |
$123K - $124K
|
5.27K
$264K
|
|
|
Oct 13, 2022
Q3 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-396Closed |
$19.6K - $19.7K
|
0
$0
|
|
|
Oct 11, 2022
Q3 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
26+ 0.32% |
$1.28K - $1.29K
|
8.13K
$407K
|
|
|
Oct 05, 2022
Q3 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
1+ 0.52% |
$49.4 - $49.7
|
193
$9.66K
|
|
| Q2 2022 | |||||||
|
Oct 17, 2024
Q2 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
10.4KNew |
$513K - $516K
|
10.4K
$518K
|
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-300Closed |
$14.8K - $14.9K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
1.25KNew |
$61.9K - $62.3K
|
1.25K
$62.5K
|
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
60New |
$2.97K - $2.99K
|
60
$3K
|
|
|
Aug 15, 2022
Q2 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
4.4KNew |
$218K - $219K
|
4.4K
$220K
|
|
|
Aug 15, 2022
Q2 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
9New |
$445 - $448
|
9
$450
|
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-2.81K- 23.4% |
$139K - $140K
|
9.21K
$461K
|
|
|
Aug 15, 2022
Q2 2022
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-763Closed |
$37.8K - $38K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
10.4KNew |
$512K - $516K
|
10.4K
$518K
|
|
|
Aug 15, 2022
Q2 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
11New |
$544 - $548
|
11
$550
|
|
|
Aug 12, 2022
Q2 2022
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-6.01KClosed |
$298K - $300K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Milestone Wealth, LLC
Buffalo, NY |
SELL
|
- |
-4.92K- 16.68% |
$244K - $245K
|
24.6K
$1.23M
|
|
|
Aug 12, 2022
Q2 2022
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-32.8KClosed |
$1.62M - $1.64M
|
0
$0
|
|