GSY β€” INVESCO ACTIVELY MANAGED ETF

Ownership history in Johnson Bixby & Associates, LLC  Β·  21 quarters on record

AI Ownership Summary

Johnson Bixby & Associates, LLC reported INVESCO ACTIVELY MANAGED ETF (GSY) in 21 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 2.98% in 2024 Q1. The latest visible filing shows GSY at 1.82% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this GSY ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Johnson Bixby & Associates, LLC's position in INVESCO ACTIVELY MANAGED ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

GSY was reported at 1.82% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.98% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Johnson Bixby & Associates, LLC held GSY β€” position size vs. price
% of Fund (quarterly)    GSY price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 292,626 -56,592 -16.2% 1.82% $14.7M 2026-02-14 (Est.) $50.02
2025 Q3 ADDED 349,218 +27,641 +8.6% 2.25% $17.5M 2025-10-16 $49.30
2025 Q2 ADDED 321,577 +5,863 +1.9% 2.21% $16.1M 2025-07-17 $48.62
2025 Q1 REDUCED 315,714 -4,405 -1.4% 2.37% $15.8M 2025-04-23 $48.02
2024 Q4 REDUCED 320,119 -8,311 -2.5% 2.45% $16.0M 2025-01-21 $47.50
2024 Q3 REDUCED 328,430 -10,036 -3.0% 2.51% $16.5M 2024-10-10 $46.85
2024 Q2 REDUCED 338,466 -4,645 -1.4% 2.83% $16.9M 2024-07-19 $46.16
2024 Q1 ADDED 343,111 +32,302 +10.4% 2.98% $17.1M 2024-04-22 $45.42
2023 Q4 REDUCED 310,809 -4,199 -1.3% 2.93% $15.5M 2024-01-18 $44.83
12 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding GSY

As of 2026 Q1 β€” sorted by position size

Fulcrum Equity Management 3Y 7Y 0.66% Noble Wealth Management PBC 0.01%

FAQ About Johnson Bixby & Associates, LLC and GSY

These are the practical questions this page is built to answer before you even open the full history table.

How long has Johnson Bixby & Associates, LLC reported owning GSY?

Johnson Bixby & Associates, LLC reported GSY across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported GSY position in Johnson Bixby & Associates, LLC's portfolio?

The largest reported portfolio weight for GSY was 2.98% in 2024 Q1.

What is the latest reported GSY position on this page?

The most recent filing on this page is 2025 Q4, when Johnson Bixby & Associates, LLC reported 292,626 shares, equal to 1.82% of portfolio, with an estimated market value of $14.7M.

What does the chart on this GSY ownership page compare?

The chart compares Johnson Bixby & Associates, LLC's quarterly GSY portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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