Latest Institutional Transactions on Invesco Actively Managed ETF T (GTO)
This table provides information on the latest institutional transactions involving Invesco Actively Managed ETF T (GTO) 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 24, 2025
Q4 2024
|
Brio Consultants, LLC
|
BUY
|
- |
52.4K+ 6.06% |
$2.43M - $2.54M
|
917K
$42.4M
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-5.5K- 0.99% |
$255K - $266K
|
548K
$25.3M
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
49.9K+ 18.57% |
$2.31M - $2.42M
|
319K
$14.7M
|
|
Jan 24, 2025
Q4 2024
|
Cook Wealth Management Group LLC
Raleigh, NC |
BUY
|
- |
4.79K+ 9.71% |
$222K - $232K
|
54.1K
$2.5M
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
BUY
|
- |
654+ 75.96% |
$30.3K - $31.7K
|
1.52K
$70.1K
|
|
Jan 23, 2025
Q4 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
17.8K+ 25.32% |
$826K - $863K
|
88.2K
$4.08M
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
1.35K+ 17.76% |
$62.7K - $65.5K
|
8.97K
$415K
|
|
Jan 22, 2025
Q4 2024
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
46+ 1.06% |
$2.13K - $2.23K
|
4.39K
$203K
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
4.55K+ 63.59% |
$211K - $220K
|
11.7K
$541K
|
|
Jan 22, 2025
Q4 2024
|
Williams & Novak, LLC
Westlake Village, CA |
SELL
|
- |
-12.8K- 42.6% |
$593K - $619K
|
17.2K
$797K
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
4.14K+ 4.37% |
$192K - $201K
|
98.9K
$4.57M
|
|
Jan 21, 2025
Q4 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
5.11KNew |
$237K - $247K
|
5.11K
$236K
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-314- 20.27% |
$14.5K - $15.2K
|
1.24K
$57.1K
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
210+ 10.63% |
$9.73K - $10.2K
|
2.19K
$101K
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
720New |
$33.4K - $34.9K
|
720
$33.3K
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-36.4K- 46.23% |
$1.69M - $1.76M
|
42.4K
$1.96M
|
|
Jan 21, 2025
Q4 2024
|
Petix & Botte CO
|
BUY
|
- |
210KNew |
$9.73M - $10.2M
|
210K
$9.71M
|
|
Jan 17, 2025
Q4 2024
|
North Landing Financial Partners, LLC
Rochester, NY |
BUY
|
- |
48+ 0.96% |
$2.22K - $2.32K
|
5.06K
$234K
|
|
Jan 17, 2025
Q4 2024
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-50- 0.4% |
$2.32K - $2.42K
|
12.5K
$576K
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
781+ 5.68% |
$36.2K - $37.8K
|
14.5K
$671K
|
|
Jan 15, 2025
Q4 2024
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
253New |
$11.7K - $12.2K
|
253
$11.7K
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
SELL
|
- |
-788- 1.23% |
$36.5K - $38.1K
|
63.4K
$2.93M
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-8.39K- 1.54% |
$389K - $406K
|
538K
$24.9M
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
821New |
$38K - $39.7K
|
821
$38K
|
|
Q3 2024 | |||||||
Feb 13, 2025
Q3 2024
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
3.7K+ 7.72% |
$171K - $181K
|
51.6K
$2.39M
|
|
Nov 18, 2024
Q3 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
68.5KNew |
$3.17M - $3.34M
|
68.5K
$3.17M
|
|
Nov 14, 2024
Q3 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
800New |
$37K - $39K
|
800
$37K
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
43New |
$1.99K - $2.1K
|
43
$1.99K
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
7.02K+ 117.78% |
$325K - $343K
|
13K
$600K
|
|
Nov 13, 2024
Q3 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
3.83KNew |
$177K - $187K
|
3.83K
$177K
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-137- 20.15% |
$6.33K - $6.68K
|
543
$25.1K
|
|
Nov 08, 2024
Q3 2024
|
Strategy Asset Managers LLC
|
SELL
|
- |
-57- 1.09% |
$2.63K - $2.78K
|
5.17K
$239K
|
|
Nov 08, 2024
Q3 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
17.3KNew |
$800K - $844K
|
17.3K
$800K
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.73KNew |
$79.7K - $84.1K
|
1.73K
$79.8K
|
|
Nov 06, 2024
Q3 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-617- 12.06% |
$28.5K - $30.1K
|
4.5K
$208K
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-5.8K- 25.13% |
$268K - $283K
|
17.3K
$799K
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1.14K- 80.62% |
$52.9K - $55.8K
|
275
$12.7K
|
|
Oct 25, 2024
Q3 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-3.02K- 81.87% |
$140K - $147K
|
669
$30.9K
|
|
Oct 18, 2024
Q3 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
3.41K+ 248.58% |
$158K - $166K
|
4.78K
$221K
|
|
Oct 18, 2024
Q3 2024
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-185- 3.75% |
$8.55K - $9.02K
|
4.75K
$219K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
104K+ 54.35% |
$4.79M - $5.05M
|
294K
$13.6M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
16.6K+ 18.1% |
$767K - $809K
|
108K
$5.01M
|
|
Oct 17, 2024
Q3 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
100New |
$4.62K - $4.88K
|
100
$4.62K
|
|
Q2 2024 | |||||||
Aug 14, 2024
Q2 2024
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-2.61K- 34.07% |
$118K - $122K
|
5.05K
$233K
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-5.04K- 98.34% |
$229K - $236K
|
85
$3.93K
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-79- 6.3% |
$3.59K - $3.71K
|
1.17K
$54.3K
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-719- 25.63% |
$32.7K - $33.7K
|
2.09K
$96.5K
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
1.1KNew |
$49.9K - $51.6K
|
1.1K
$50.8K
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
1+ 4.35% |
$45.4 - $46.9
|
24
$1.11K
|
|
Jul 24, 2024
Q2 2024
|
Diversified, LLC
|
BUY
|
- |
5.23KNew |
$238K - $245K
|
5.23K
$242K
|