Latest Institutional Purchases of Invesco Actively Mngd ETF Tr U (GSY)
This list provides information on the latest institutional transactions involving Invesco Actively Mngd ETF Tr U (GSY) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Nov 01, 2022
Q3 2022
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
5.95KNew |
$294K - $296K
|
5.95K
$299K
|
|
Nov 08, 2022
Q3 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
3.09KNew |
$153K - $153K
|
3.09K
$155K
|
|
Nov 03, 2022
Q3 2022
|
Spectrum Management Group, LLC
|
BUY
|
- |
900New |
$44.5K - $44.7K
|
900
$45.2K
|
|
Nov 14, 2022
Q3 2022
|
De Burlo Group Inc
Boston, MA |
BUY
|
- |
40New |
$1.98K - $1.99K
|
40
$2.01K
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
36New |
$1.78K - $1.79K
|
36
$1.81K
|
|
Oct 11, 2022
Q3 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
26+ 0.32% |
$1.28K - $1.29K
|
8.13K
$409K
|
|
Nov 03, 2022
Q3 2022
|
Paragon Wealth Strategies, LLC
|
BUY
|
- |
4New |
$198 - $199
|
4
$201
|
|
Nov 09, 2022
Q3 2022
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
2New |
$98.8 - $99.3
|
2
$101
|
|
Oct 05, 2022
Q3 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
1+ 0.52% |
$49.4 - $49.7
|
193
$9.7K
|
|
Q2 2022 | |||||||
Aug 11, 2022
Q2 2022
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
28K+ 6.57% |
$1.38M - $1.39M
|
454K
$22.8M
|
|
Oct 17, 2024
Q2 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
10.4KNew |
$513K - $516K
|
10.4K
$521K
|
|
Aug 15, 2022
Q2 2022
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
10.4KNew |
$512K - $516K
|
10.4K
$520K
|
|
Aug 15, 2022
Q2 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
4.4KNew |
$218K - $219K
|
4.4K
$221K
|
|
Aug 16, 2022
Q2 2022
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
1.25KNew |
$61.9K - $62.3K
|
1.25K
$62.8K
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1.2KNew |
$59.4K - $59.8K
|
1.2K
$60.3K
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
60New |
$2.97K - $2.99K
|
60
$3.02K
|
|
Aug 15, 2022
Q2 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
11New |
$544 - $548
|
11
$553
|
|
Aug 15, 2022
Q2 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
9New |
$445 - $448
|
9
$452
|
|
Q1 2022 | |||||||
May 03, 2022
Q1 2022
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
26.2KNew |
$1.31M - $1.32M
|
26.2K
$1.32M
|
|
May 16, 2022
Q1 2022
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
5.02KNew |
$250K - $252K
|
5.02K
$252K
|
|
May 15, 2023
Q1 2022
|
Northstar Asset Management Inc
Boston, MA |
BUY
|
- |
1K+ 7.22% |
$49.8K - $50.3K
|
14.9K
$747K
|
|
May 02, 2022
Q1 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
165New |
$8.22K - $8.3K
|
165
$8.29K
|
|
Q4 2021 | |||||||
Feb 09, 2022
Q4 2021
|
Horan Securities, Inc.
|
BUY
|
- |
315New |
$15.8K - $15.9K
|
315
$15.8K
|
|
Feb 09, 2022
Q4 2021
|
Curi Wealth Management, LLC
|
BUY
|
- |
287New |
$14.4K - $14.5K
|
287
$14.4K
|
|
Feb 22, 2022
Q4 2021
|
Byrne Asset Management LLC
|
BUY
|
- |
167New |
$8.4K - $8.43K
|
167
$8.4K
|
|
Feb 15, 2022
Q4 2021
|
Citizens National Bank Trust Department
|
BUY
|
- |
92New |
$4.62K - $4.64K
|
92
$4.62K
|
|
Q3 2021 | |||||||
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
9.04KNew |
$456K - $456K
|
9.04K
$454K
|
|
Q2 2021 | |||||||
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
6.45KNew |
$326K - $326K
|
6.45K
$324K
|
|
Jul 27, 2021
Q2 2021
|
Deroy & Devereaux Private Investment Counsel Inc
|
BUY
|
- |
6KNew |
$303K - $303K
|
6K
$302K
|
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
15New |
$757 - $758
|
15
$754
|
|
Q4 2020 | |||||||
Jan 19, 2021
Q4 2020
|
Journey Advisory Group, LLC
|
BUY
|
- |
4.11KNew |
$208K - $208K
|
4.11K
$207K
|
|
Q2 2020 | |||||||
Aug 13, 2020
Q2 2020
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
8KNew |
$395K - $404K
|
8K
$402K
|
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
553+ 2.99% |
$27.3K - $27.9K
|
19K
$956K
|
|
Q4 2019 | |||||||
Jan 23, 2020
Q4 2019
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
CALL |
1.05MNew |
$52.7M - $52.8M
|
1.05M
$52.6M
|
|
Jan 30, 2024
Q4 2019
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
6.23KNew |
$314K - $314K
|
6.23K
$313K
|
|
Q4 2018 | |||||||
Feb 21, 2019
Q4 2018
|
Lake Point Wealth Management
|
BUY
|
- |
96New |
$4.8K - $4.83K
|
96
$4.83K
|
|
Q3 2018 | |||||||
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
11.5KNew |
$576K - $578K
|
11.5K
$577K
|
|
Q2 2018 | |||||||
Aug 14, 2018
Q2 2018
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
27New |
$1.35K - $1.36K
|
27
$1.36K
|
|
Aug 14, 2018
Q2 2018
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1New |
$50.2 - $50.3
|
1
$50.3
|