Purchases and Sales Made in Q3 2025 in Invesco ETF (EQAL)
This table provides information about the institutional ownership of Invesco ETF (EQAL) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 14, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
16.6KNew |
$817K - $868K
|
16.6K
$857K
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
8.12K+ 11.38% |
$400K - $425K
|
79.5K
$4.11M
|
|
|
Oct 09, 2025
Q3 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
3.9KNew |
$192K - $204K
|
3.9K
$202K
|
|
|
Oct 16, 2025
Q3 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
1.42K+ 3.12% |
$70K - $74.4K
|
47K
$2.43M
|
|
|
Oct 20, 2025
Q3 2025
|
Davis Investment Partners, LLC
Charlotte, NC |
BUY
|
- |
10+ 0.03% |
$493 - $524
|
35.4K
$1.83M
|
|
|
Oct 15, 2025
Q3 2025
|
Friedenthal Financial
|
SELL
|
- |
-138- 0.3% |
$6.8K - $7.23K
|
45.9K
$2.37M
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-600- 5.41% |
$29.6K - $31.4K
|
10.5K
$543K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.33K- 5.96% |
$65.8K - $69.9K
|
21.1K
$1.09M
|
|
|
Oct 10, 2025
Q3 2025
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-1.65K- 22.97% |
$81.2K - $86.3K
|
5.53K
$286K
|