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 |
|---|---|---|---|---|---|
|
Clearstead Advisors, LLC
Cleveland, OH |
Feb 10, 2025 Q4 2024 |
430
shares
|
$20,261
0.0% of portfolio
|
Q4 2024
Reduced 19.17%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
426
shares
|
$20,073
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
300
shares
|
$14,136
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Bridge Generations Wealth Management LLC
South Miami, FL |
Feb 13, 2025 Q4 2024 |
283
shares
|
$13,334
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Feb 18, 2025 Q4 2024 |
250
shares
|
$11,780
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
217
shares
|
$10,225
0.0% of portfolio
|
Q1 2020
Added 23.04%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
205
shares
|
$9,659
0.0% of portfolio
|
Q3 2024
Added 118.09%
|
|
|
Friedenthal Financial
|
Jan 13, 2025 Q4 2024 |
125
shares
|
$5,890
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
77
shares
|
$3,628
0.0% of portfolio
|
Q4 2024
Reduced 45.0%
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
76
shares
|
$3,581
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Psi Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
61
shares
|
$2,874
0.0% of portfolio
|
Q2 2024
Added 1.67%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
18
shares
|
$848
0.0% of portfolio
|
Q3 2022
Reduced 98.31%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
1
shares
|
$47
0.0% of portfolio
|
Q4 2024
Reduced 98.08%
|
|
|
Activest Wealth Management
|
Jan 28, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|