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Invesco Actively Managed ETF

Q1 2023 vs Q2 2023

Comparing institutional holders between quarters

Quarters

Q2 2023Q1 2023Q4 2022Q3 2022Q2 2022
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Geneos Wealth Management Inc.
UNCHANGED
Shares16,756 from 16,756
Change0 (0%)
Value$202.1K (-$2.0K)
Filed 2023-08-08
VitalStone Financial, LLC
NEW
Shares11,307
Change+11,307
Value$137
Filed 2023-08-21
International Assets Investment Management, LLC
CLOSED
Shares0 from 52,920
Change-52,920 (-100%)
Value$0 (-$1.4M)
Filed 2023-07-20
Cambridge Investment Research Advisors, Inc.
CLOSED
Shares0 from 43,841
Change-43,841 (-100%)
Value$0 (-$534)
Filed 2023-07-13
LPL Financial LLC
CLOSED
Shares0 from 41,498
Change-41,498 (-100%)
Value$0 (-$505.4K)
Filed 2023-07-31
Camarda Financial Advisors, LLC
CLOSED
Shares0 from 18,653
Change-18,653 (-100%)
Value$0 (-$227.2K)
Filed 2023-08-17
Osaic Holdings, Inc.
CLOSED
Shares0 from 15,164
Change-15,164 (-100%)
Value$0 (-$185.6K)
Filed 2023-08-21
Susquehanna International Group, LLP
CLOSED
Shares0 from 14,668
Change-14,668 (-100%)
Value$0 (-$178.7K)
Filed 2023-08-11
Merit Financial Group, LLC
CLOSED
Shares0 from 13,975
Change-13,975 (-100%)
Value$0 (-$170.2K)
Filed 2023-08-01
GeoWealth Management, LLC
CLOSED
Shares0 from 10,056
Change-10,056 (-100%)
Value$0 (-$122)
Filed 2023-08-10
Sunbelt Securities, Inc.
CLOSED
Shares0 from 5,044
Change-5,044 (-100%)
Value$0 (-$61.1K)
Filed 2023-08-16
Harbour Investments, Inc.
CLOSED
Shares0 from 2,248
Change-2,248 (-100%)
Value$0 (-$27.4K)
Filed 2023-08-15
National Bank of Canada
CLOSED
Shares0 from 1,160
Change-1,160 (-100%)
Value$0 (-$14.2K)
Filed 2023-07-26
UBS Group AG
CLOSED
Shares0 from 652
Change-652 (-100%)
Value$0 (-$7.9K)
Filed 2023-08-11
Proequities, Inc.
CLOSED
Shares0 from 0
Change0
Value$0 ($0)
Filed 2023-08-10
Wells Fargo & Company
CLOSED
Shares0 from 0
Change0
Value$0 (-$1)
Filed 2023-08-15
Status
Geneos Wealth Management Inc.
UNCHANGED16,75616,75600%$204.1K$202.1K-$2.0K2023-08-08
VitalStone Financial, LLC
NEW11,307—+11,307——$137—2023-08-21
International Assets Investment Management, LLC
CLOSED052,920-52,920-100%$1.4M$0-$1.4M2023-07-20
Cambridge Investment Research Advisors, Inc.
CLOSED043,841-43,841-100%$534$0-$5342023-07-13
LPL Financial LLC
CLOSED041,498-41,498-100%$505.4K$0-$505.4K2023-07-31
Camarda Financial Advisors, LLC
CLOSED018,653-18,653-100%$227.2K$0-$227.2K2023-08-17
Osaic Holdings, Inc.
CLOSED015,164-15,164-100%$185.6K$0-$185.6K2023-08-21
Susquehanna International Group, LLP
CLOSED014,668-14,668-100%$178.7K$0-$178.7K2023-08-11
Merit Financial Group, LLC
CLOSED013,975-13,975-100%$170.2K$0-$170.2K2023-08-01
GeoWealth Management, LLC
CLOSED010,056-10,056-100%$122$0-$1222023-08-10
Sunbelt Securities, Inc.
CLOSED05,044-5,044-100%$61.1K$0-$61.1K2023-08-16
Harbour Investments, Inc.
CLOSED02,248-2,248-100%$27.4K$0-$27.4K2023-08-15
National Bank of Canada
CLOSED01,160-1,160-100%$14.2K$0-$14.2K2023-07-26
UBS Group AG
CLOSED0652-652-100%$7.9K$0-$7.9K2023-08-11
Proequities, Inc.
CLOSED000—$0$0$02023-08-10
Wells Fargo & Company
CLOSED000—$1$0-$12023-08-15
Showing 16 of 16 institutions