Ownership history in Cooper Financial Group · 11 quarters on record
This page tracks every 13F SEC filing in which Cooper Financial Group 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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 178,147 | +122,699 | +221.3% | 0.90% | $8.4M | $47.06 |
| 2025 Q3 | REDUCED | 55,448 | -4,973 | -8.2% | 0.29% | $2.6M | $46.58 |
| 2025 Q2 | REDUCED | 60,421 | -7,059 | -10.5% | 0.33% | $2.8M | $45.39 |
| 2025 Q1 | ADDED | 67,480 | +4,033 | +6.4% | 0.42% | $3.2M | $44.92 |
| 2024 Q4 | REDUCED | 63,447 | -788 | -1.2% | 0.35% | $2.9M | $43.91 |
| 2024 Q3 | ADDED | 64,235 | +5,332 | +9.1% | 0.40% | $3.1M | $45.22 |
| 2024 Q2 | ADDED | 58,903 | +12,072 | +25.8% | 0.40% | $2.7M | $42.96 |
| 2024 Q1 | ADDED | 46,831 | +571 | +1.2% | 0.36% | $2.2M | $42.87 |
| 2023 Q4 | ADDED | 46,260 | +378 | +0.8% | 0.40% | $2.2M | $42.79 |
| 2023 Q3 | ADDED | 45,882 | +2,344 | +5.4% | 0.49% | $2.0M | $39.98 |
As of 2025 Q4 — sorted by position size