GTO — INVESCO ACTIVELY MANAGED ETF

Ownership history in Cook Wealth, LLC  ·  11 quarters on record

This page tracks every 13F SEC filing in which Cook Wealth, LLC reported a position in INVESCO ACTIVELY MANAGED ETF (GTO). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
1.37% (2024 Q1)
Avg. % of fund
1.06%
First filed
2023 Q1
Last filed
2025 Q4
Quarters held
11
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 UNCHANGED 56,217 — 0% 1.27% $2.6M $47.06
2025 Q2 UNCHANGED 56,217 — 0% 1.27% $2.6M $45.39
2025 Q1 ADDED 56,217 +2,076 +3.8% 1.27% $2.6M $44.92
2024 Q4 ADDED 54,141 +4,792 +9.7% 1.18% $2.5M $43.91
7 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    GTO price (monthly, adj. close)

Other funds also holding GTO

As of 2025 Q4 — sorted by position size

Brio Consultants, LLC 3Y 7Y 7.01% Northwest Financial Advisors 6.88% Wilian Securities, LLC 6.32% American Capital Advisory, LLC 5.55% Petix & Botte Co 3Y 4.94% RTD Financial Advisors, Inc. 3Y 4.7% BEACON FINANCIAL PLANNING, INC 3Y 4.45% INTEGRITY WEALTH ADVISORS, INC. 4.41% HOWARD FINANCIAL SERVICES, LTD. 3Y 7Y 4.11% ACIMA PRIVATE WEALTH, LLC 3Y 7Y 4.04%
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