Institutional Ownership Invesco ETF (EQAL)
This table provides information about the institutional ownership of Invesco ETF (EQAL). We have compiled data on the 89 institutions that hold shares in the stock, with a total of 6.18 Million shares, which have been reported (via 13F filing form) to have a value of $291 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
18,796
shares
|
$885,667
0.0% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
16,774
shares
|
$790,390
0.0% of portfolio
|
Q4 2024
Added 10.44%
|
|
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
Feb 14, 2025 Q4 2024 |
16,569
shares
|
$780,731
0.8% of portfolio
|
Q2 2024
Reduced 2.32%
|
|
|
Rothschild Investment Corp
|
Oct 16, 2023 Q3 2023 |
16,399
shares
|
$772,720
0.06% of portfolio
|
Q3 2023
Reduced 6.24%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
16,048
shares
|
$756,181
0.0% of portfolio
|
Q4 2024
Added 39.52%
|
|
|
Napa Wealth Management
Napa, CA |
Feb 14, 2025 Q4 2024 |
14,708
shares
|
$693,040
0.31% of portfolio
|
Q4 2024
New holding
|
|
|
Lunt Capital Management, Inc.
Holladay, UT |
Jan 24, 2025 Q4 2024 |
13,802
shares
|
$650,350
0.26% of portfolio
|
Q4 2024
Reduced 2.62%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
13,206
shares
|
$622,266
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Jan 29, 2025 Q4 2024 |
11,531
shares
|
$543,340
0.03% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
11,183
shares
|
$526,942
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
10,000
shares
|
$471,200
0.19% of portfolio
|
Q1 2021
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Feb 04, 2025 Q4 2024 |
8,806
shares
|
$414,938
0.03% of portfolio
|
Q4 2024
Reduced 7.65%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
8,568
shares
|
$403,724
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
8,540
shares
|
$402,404
0.0% of portfolio
|
Q4 2024
Reduced 3.13%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Mar 17, 2025 Q4 2024 |
8,501
shares
|
$400,567
0.0% of portfolio
|
Q4 2024
Added 7.25%
|
|
|
Fielder Capital Group LLC
Nashville, TN |
Feb 05, 2025 Q4 2024 |
8,489
shares
|
$400,001
0.13% of portfolio
|
Q3 2024
Reduced 35.61%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Feb 20, 2025 Q4 2024 |
8,295
shares
|
$390,860
0.09% of portfolio
|
Q4 2024
Added 0.13%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
8,167
shares
|
$384,829
0.0% of portfolio
|
Q3 2024
Reduced 6.57%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
8,014
shares
|
$377,619
0.0% of portfolio
|
Q4 2024
Reduced 19.23%
|
|
|
Mission Wealth Management, LP
|
Feb 06, 2025 Q4 2024 |
7,940
shares
|
$374,132
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Choate Investment Advisors
Boston, MA |
Feb 10, 2025 Q4 2024 |
7,265
shares
|
$342,326
0.01% of portfolio
|
Q4 2024
Reduced 30.04%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
6,671
shares
|
$314,337
0.0% of portfolio
|
Q4 2024
Reduced 13.98%
|
|
|
Rede Wealth, LLC
|
Jan 28, 2025 Q4 2024 |
6,621
shares
|
$311,981
0.12% of portfolio
|
Q4 2024
Reduced 1.98%
|
|
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
Jan 28, 2025 Q4 2024 |
6,323
shares
|
$297,939
0.1% of portfolio
|
Q4 2024
Added 0.38%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
6,280
shares
|
$295,913
0.0% of portfolio
|
Q4 2024
Reduced 46.69%
|