Purchases and Sales Made in Q1 2025 in Invesco ETF (EQAL)
This table provides information about the institutional ownership of Invesco ETF (EQAL) during Q1 2025. The information is specifically focused on institutions that hold shares of INVESCO ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
100KNew |
$4.64M - $5.07M
|
100K
$4.84M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
89.6K+ 1045.53% |
$4.15M - $4.52M
|
98.1K
$4.73M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
18.2K+ 2.91% |
$843K - $920K
|
644K
$31.1M
|
|
|
Apr 21, 2025
Q1 2025
|
Friedenthal Financial
|
BUY
|
- |
15.9K+ 12729.6% |
$736K - $804K
|
16K
$774K
|
|
|
Apr 10, 2025
Q1 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
11.7KNew |
$542K - $592K
|
11.7K
$565K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
11.4K+ 245.34% |
$529K - $577K
|
16.1K
$776K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
10.4K+ 18.3% |
$481K - $525K
|
67.2K
$3.24M
|
|
|
Apr 21, 2025
Q1 2025
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
9.86KNew |
$456K - $498K
|
9.86K
$476K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
9.78K+ 8.82% |
$453K - $494K
|
121K
$5.82M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
8.84KNew |
$409K - $446K
|
8.84K
$426K
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
7.95K+ 195.67% |
$368K - $401K
|
12K
$579K
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
6.07K+ 515.82% |
$281K - $306K
|
7.24K
$349K
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
5.18KNew |
$240K - $262K
|
5.18K
$250K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
4.5K+ 2.04% |
$208K - $227K
|
225K
$10.9M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
4.41KNew |
$204K - $223K
|
4.41K
$213K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
3.73K+ 19.87% |
$173K - $189K
|
22.5K
$1.09M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3.28K+ 182.52% |
$152K - $166K
|
5.07K
$245K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.26K+ 6.51% |
$105K - $114K
|
37K
$1.79M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.12K+ 12.63% |
$98K - $107K
|
18.9K
$911K
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
1.64K+ 20.65% |
$75.9K - $82.8K
|
9.58K
$462K
|
|
|
May 05, 2025
Q1 2025
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
1.61KNew |
$74.7K - $81.5K
|
1.61K
$77.9K
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
1.46K+ 3.48% |
$67.6K - $73.7K
|
43.4K
$2.09M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1K+ 11.76% |
$46.3K - $50.5K
|
9.5K
$458K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
840New |
$38.9K - $42.4K
|
840
$40.5K
|
|
|
May 19, 2025
Q1 2025
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
597New |
$27.6K - $30.2K
|
597
$28.8K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
484+ 7.71% |
$22.4K - $24.4K
|
6.76K
$326K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
435+ 6.52% |
$20.1K - $22K
|
7.11K
$343K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
269+ 4.82% |
$12.4K - $13.6K
|
5.85K
$282K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
186+ 0.76% |
$8.61K - $9.39K
|
24.8K
$1.2M
|
|
|
Apr 15, 2025
Q1 2025
|
Davis Investment Partners, LLC
Charlotte, NC |
BUY
|
- |
111+ 0.29% |
$5.14K - $5.61K
|
37.8K
$1.83M
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
92New |
$4.26K - $4.65K
|
92
$4.44K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
60+ 0.37% |
$2.78K - $3.03K
|
16.1K
$777K
|
|
|
Apr 29, 2025
Q1 2025
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
26+ 0.41% |
$1.2K - $1.31K
|
6.35K
$306K
|
|
|
Apr 23, 2025
Q1 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
25+ 10.0% |
$1.16K - $1.26K
|
275
$13.3K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
17+ 0.19% |
$787 - $859
|
8.82K
$426K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
12+ 0.42% |
$555 - $606
|
2.87K
$138K
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
11+ 0.13% |
$509 - $556
|
8.31K
$401K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-15- 19.48% |
$694 - $758
|
62
$2.99K
|
|
|
May 14, 2025
Q1 2025
|
Rede Wealth, LLC
|
SELL
|
- |
-36- 0.54% |
$1.67K - $1.82K
|
6.59K
$318K
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-81- 0.4% |
$3.75K - $4.09K
|
19.9K
$961K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-130- 10.69% |
$6.02K - $6.57K
|
1.09K
$52.4K
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-357- 2.7% |
$16.5K - $18K
|
12.8K
$620K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-376- 4.4% |
$17.4K - $19K
|
8.16K
$394K
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-431- 3.74% |
$19.9K - $21.8K
|
11.1K
$535K
|
|
|
May 05, 2025
Q1 2025
|
Bingham Private Wealth, LLC
San Francisco, CA |
SELL
|
- |
-518- 1.41% |
$24K - $26.2K
|
36.2K
$1.75M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-522- 4.67% |
$24.2K - $26.4K
|
10.7K
$514K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-528Closed |
$24.4K - $26.7K
|
0
$0
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-604- 3.38% |
$28K - $30.5K
|
17.3K
$833K
|
|
|
Apr 25, 2025
Q1 2025
|
Longview Financial Advisors, Inc.
Huntsville, AL |
SELL
|
- |
-1.41K- 2.94% |
$65.2K - $71.2K
|
46.5K
$2.24M
|
|
|
May 14, 2025
Q1 2025
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-1.77K- 70.88% |
$82K - $89.5K
|
728
$35.1K
|