Purchases and Sales Made in Q2 2025 in Invesco ETF (EQAL)
This table provides information about the institutional ownership of Invesco ETF (EQAL) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.08M+ 30.1% |
$44.7M - $53.2M
|
4.67M
$241M
|
|
|
Aug 14, 2025
Q2 2025
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
381K+ 481.03% |
$15.8M - $18.8M
|
461K
$23.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
147K+ 146.57% |
$6.08M - $7.24M
|
247K
$12.8M
|
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
47.4KNew |
$1.96M - $2.33M
|
47.4K
$2.45M
|
|
|
Jul 28, 2025
Q2 2025
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
32.5K+ 235.63% |
$1.35M - $1.6M
|
46.3K
$2.4M
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
32.5KNew |
$1.35M - $1.6M
|
32.5K
$1.68M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
31.3K+ 463.19% |
$1.3M - $1.54M
|
38.1K
$1.97M
|
|
|
Jul 23, 2025
Q2 2025
|
Friedenthal Financial
|
BUY
|
- |
30K+ 187.07% |
$1.24M - $1.48M
|
46K
$2.38M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
29.5K+ 23.47% |
$1.22M - $1.45M
|
155K
$8.03M
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
24.8KNew |
$1.02M - $1.22M
|
24.8K
$1.28M
|
|
|
Jul 07, 2025
Q2 2025
|
Peirce Capital Management, LLC
The Woodlands, TX |
BUY
|
- |
24.1KNew |
$998K - $1.19M
|
24.1K
$1.25M
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
20.9KNew |
$866K - $1.03M
|
20.9K
$1.08M
|
|
|
Aug 13, 2025
Q2 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
19.7KNew |
$814K - $969K
|
19.7K
$1.02M
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
14.6KNew |
$605K - $720K
|
14.6K
$756K
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
10.3K+ 197.04% |
$427K - $509K
|
15.6K
$805K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
9.82K+ 15.96% |
$406K - $484K
|
71.4K
$3.69M
|
|
|
Aug 14, 2025
Q2 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
8.66KNew |
$358K - $427K
|
8.66K
$448K
|
|
|
Jul 23, 2025
Q2 2025
|
Bingham Private Wealth, LLC
San Francisco, CA |
BUY
|
- |
8.57K+ 23.68% |
$355K - $422K
|
44.8K
$2.31M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
6.34KNew |
$262K - $312K
|
6.34K
$328K
|
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
5.93K+ 49.37% |
$245K - $292K
|
17.9K
$928K
|
|
|
Aug 14, 2025
Q2 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
5.33KNew |
$220K - $262K
|
5.33K
$275K
|
|
|
Jul 25, 2025
Q2 2025
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
5.16K+ 26.14% |
$213K - $254K
|
24.9K
$1.29M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
4.51K+ 12.19% |
$187K - $222K
|
41.5K
$2.15M
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
4.36K+ 85.83% |
$180K - $214K
|
9.43K
$488K
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
4.12KNew |
$170K - $203K
|
4.12K
$213K
|
|
|
Jul 22, 2025
Q2 2025
|
Sol Capital Management CO
|
BUY
|
- |
4.12KNew |
$170K - $203K
|
4.12K
$213K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3.98K+ 21.05% |
$165K - $196K
|
22.9K
$1.18M
|
|
|
Jul 24, 2025
Q2 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
2.12K+ 4.88% |
$87.7K - $104K
|
45.5K
$2.36M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.61K+ 19.66% |
$66.4K - $79K
|
9.77K
$505K
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.51K+ 9.35% |
$62.3K - $74.2K
|
17.6K
$911K
|
|
|
Aug 04, 2025
Q2 2025
|
Rede Wealth, LLC
|
BUY
|
- |
1.18K+ 17.98% |
$49K - $58.3K
|
7.77K
$402K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
500New |
$20.7K - $24.6K
|
500
$25.9K
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
461+ 16.14% |
$19.1K - $22.7K
|
3.32K
$172K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
376+ 1.52% |
$15.6K - $18.5K
|
25.2K
$1.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
355+ 1.51% |
$14.7K - $17.5K
|
23.9K
$1.24M
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
BUY
|
- |
300New |
$12.4K - $14.8K
|
300
$15.5K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
285+ 9.94% |
$11.8K - $14K
|
3.15K
$163K
|
|
|
Aug 07, 2025
Q2 2025
|
Sfe Investment Counsel
Los Angeles, CA |
BUY
|
- |
90+ 0.33% |
$3.72K - $4.43K
|
27.1K
$1.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
30New |
$1.24K - $1.48K
|
30
$1.55K
|
|
|
Jul 24, 2025
Q2 2025
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
24+ 0.38% |
$993 - $1.18K
|
6.37K
$330K
|
|
|
Aug 11, 2025
Q2 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
16+ 0.18% |
$662 - $788
|
8.84K
$457K
|
|
|
Aug 12, 2025
Q2 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
10+ 0.12% |
$414 - $492
|
8.32K
$430K
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
9+ 0.15% |
$372 - $443
|
5.86K
$303K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
SELL
|
- |
-28- 45.16% |
$1.16K - $1.38K
|
34
$1.76K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-97- 47.32% |
$4.01K - $4.78K
|
108
$5.59K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-143- 0.63% |
$5.92K - $7.04K
|
22.4K
$1.16M
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-161- 0.81% |
$6.66K - $7.93K
|
19.8K
$1.02M
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-550- 4.28% |
$22.8K - $27.1K
|
12.3K
$636K
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.12K- 6.99% |
$46.5K - $55.3K
|
15K
$774K
|