Institutional Ownership Invesco ETF (EQAL)
This table provides information about the institutional ownership of Invesco ETF (EQAL). We have compiled data on the 84 institutions that hold shares in the stock, with a total of 5.98 Million shares, which have been reported (via 13F filing form) to have a value of $289 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
205
shares
|
$9,891
0.0% of portfolio
|
Q3 2024
Added 118.09%
|
|
|
Comerica Bank
|
Aug 15, 2024 Q2 2024 |
140
shares
|
$6,755
0.0% of portfolio
|
Q2 2024
Reduced 14.63%
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2024 Q3 2024 |
76
shares
|
$3,667
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Psi Advisors, LLC
|
Oct 22, 2024 Q3 2024 |
61
shares
|
$2,943
0.0% of portfolio
|
Q2 2024
Added 1.67%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
60
shares
|
$2,895
0.0% of portfolio
|
Q2 2024
Reduced 97.0%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Aug 14, 2024 Q2 2024 |
41
shares
|
$1,978
0.0% of portfolio
|
Q1 2023
Reduced 91.03%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
18
shares
|
$868
0.0% of portfolio
|
Q3 2022
Reduced 98.31%
|
|
|
Northwest Capital Management Inc
|
Oct 15, 2024 Q3 2024 |
2
shares
|
$96
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Activest Wealth Management
|
Jul 30, 2024 Q2 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q2 2024
New holding
|