GSY — INVESCO ACTIVELY MANAGED ETF

Ownership history in WT Wealth Management  ·  7 quarters on record

This page tracks every 13F SEC filing in which WT Wealth Management reported a position in INVESCO ACTIVELY MANAGED ETF (GSY). 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
0.9% (2023 Q3)
Avg. % of fund
0.48%
First filed
2023 Q3
Last filed
2025 Q3
Quarters held
7
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 6,591 -9,874 -60.0% 0.10% $331K $49.34
2025 Q2 ADDED 16,465 +705 +4.5% 0.24% $826K $48.70
2025 Q1 ADDED 15,760 +2,325 +17.3% 0.26% $790K $48.12
2024 Q4 REDUCED 13,435 -29,134 -68.4% 0.21% $673K $47.53
3 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    GSY price (monthly, adj. close)

Other funds also holding GSY

As of 2025 Q4 — sorted by position size

Advocate Investing Services LLC 14.51% Bramshill Investments, LLC 3Y 7Y 5.74% CAPSTONE WEALTH MANAGEMENT GROUP, LLC 3Y 4.02% FLOW TRADERS U.S. LLC 3Y 7Y 3.39% Transcendent Capital Group LLC 2.96% GUIDANCE CAPITAL, INC 2.83% Capital Asset Advisory Services LLC 3Y 7Y 2.53% Johnson Bixby & Associates, LLC 3Y 1.82% Annex Advisory Services, LLC 3Y 7Y 1.49% Brown Financial Advisors 1.45%
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