Purchases and Sales Made in Q4 2024 in Invesco ETF (EQAL)
This table provides information about the institutional ownership of Invesco ETF (EQAL) during Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-729- 7.65% |
$35K - $37.9K
|
8.81K
$416K
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-740- 2.56% |
$35.5K - $38.4K
|
28.1K
$1.33M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.08K- 13.98% |
$52K - $56.3K
|
6.67K
$315K
|
|
|
Feb 27, 2025
Q4 2024
|
Bernard Wealth Management Corp.
Royal Oak, MI |
SELL
|
- |
-1.38K- 31.69% |
$66K - $71.4K
|
2.96K
$140K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.91K- 19.23% |
$91.6K - $99.1K
|
8.01K
$378K
|
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-2.43K- 43.02% |
$117K - $126K
|
3.22K
$152K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-2.78K- 1.73% |
$133K - $144K
|
158K
$7.46M
|
|
|
Jan 29, 2025
Q4 2024
|
Sfe Investment Counsel
Los Angeles, CA |
SELL
|
- |
-2.9K- 8.92% |
$139K - $151K
|
29.6K
$1.4M
|
|
|
Jan 14, 2025
Q4 2024
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-2.91K- 2.18% |
$139K - $151K
|
130K
$6.16M
|
|
|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-2.96K- 13.06% |
$142K - $154K
|
19.7K
$931K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-3.1K- 63.3% |
$149K - $161K
|
1.8K
$84.8K
|
|
|
Feb 10, 2025
Q4 2024
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-3.12K- 30.04% |
$150K - $162K
|
7.27K
$343K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-5.5K- 46.69% |
$264K - $286K
|
6.28K
$297K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-6.86K- 5.82% |
$329K - $356K
|
111K
$5.24M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-8.48K- 6.1% |
$407K - $440K
|
131K
$6.17M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-25.4K- 0.7% |
$1.22M - $1.32M
|
3.61M
$170M
|
|
|
Feb 14, 2025
Q4 2024
|
Wick Capital Partners, LLC
Wayne, PA |
SELL
|
- |
-73.1K- 90.27% |
$3.51M - $3.8M
|
7.87K
$372K
|
|
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-93.9K- 84.0% |
$4.51M - $4.88M
|
17.9K
$844K
|