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GSY
Showing 8 of 18 quarters

Position history for AXXCESS WEALTH MANAGEMENT, LLC's holdings in INVESCO ACTIVELY MANAGED EXC

AXXCESS WEALTH MANAGEMENT, LLC holds 1.4M shares of GSY (INVESCO ACTIVELY MANAGED EXC), worth $72M as of 2026-Q1. The position was increased (+6.2% shares). GSY represents 2.3% of AXXCESS WEALTH MANAGEMENT, LLC's portfolio.

Current Value

$72M

Current Shares

1.4M

Total Value Change

+$48.7M

Total Shares Change

+969,955

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
1.4M
+6.2%
$72M2.3%$50.24
54
2025-Q4
Increased
1.4M
+41.7%
$67.9M1.2%$50.05
62
2025-Q3
Increased
954,108
+2.7%
$47.9M1.0%$49.50
47
2025-Q2
Increased
929,019
+21.8%
$46.6M1.1%$48.86
55
2025-Q1
Increased
762,973
+6.6%
$38.2M1.0%$48.27
49
2024-Q4
Increased
715,665
+13.4%
$35.9M0.9%$47.68
46
2024-Q3
Increased
630,911
+35.5%
$31.7M0.8%$47.16
53
2024-Q2
Increased
465,743
+22.8%
$23.2M0.6%$46.27
49

Other major holders of GSY: LPL Financial LLC, MORGAN STANLEY

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