Institutional Ownership Invesco Exchange Traded Fd Tr (EQWL)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (EQWL). We have compiled data on the 101 institutions that hold shares in the stock, with a total of 3.55 Million shares, which have been reported (via 13F filing form) to have a value of $352 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
565,274
shares
|
$56 Million
0.03% of portfolio
|
Q2 2024
Added 5.83%
|
|
Morgan Stanley
New York, NY |
Aug 14, 2024 Q2 2024 |
302,118
shares
|
$30 Million
0.0% of portfolio
|
Q1 2024
Added 45.51%
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 22, 2024 Q2 2024 |
253,374
shares
|
$25.1 Million
0.06% of portfolio
|
Q2 2024
Added 0.89%
|
|
Fiduciary Planning LLC
Coral Springs, FL |
Aug 06, 2024 Q2 2024 |
219,706
shares
|
$21.8 Million
10.12% of portfolio
|
Q2 2024
Reduced 23.94%
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
197,211
shares
|
$19.6 Million
0.0% of portfolio
|
Q2 2024
Added 4.73%
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2024 Q2 2024 |
178,573
shares
|
$17.7 Million
0.0% of portfolio
|
Q2 2024
Added 11.72%
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Aug 13, 2024 Q2 2024 |
169,862
shares
|
$16.8 Million
0.03% of portfolio
|
Q2 2024
Added 5.94%
|
|
Prentice Wealth Management LLC
|
Jul 11, 2024 Q2 2024 |
121,421
shares
|
$12 Million
3.81% of portfolio
|
Q2 2024
Added 2.77%
|
|
Bond & Devick Financial Network, Inc.
|
Jul 12, 2024 Q2 2024 |
121,265
shares
|
$12 Million
6.17% of portfolio
|
Q2 2024
Added 17.34%
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 26, 2024 Q2 2024 |
106,429
shares
|
$10.6 Million
0.04% of portfolio
|
Q2 2024
Added 27.06%
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 16, 2024 Q2 2024 |
96,430
shares
|
$9.56 Million
0.02% of portfolio
|
Q2 2024
Added 1.12%
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Jul 19, 2024 Q2 2024 |
79,072
shares
|
$7.84 Million
0.01% of portfolio
|
Q2 2024
Added 3.4%
|
|
Avantax Advisory Services, Inc.
|
Aug 09, 2024 Q2 2024 |
77,551
shares
|
$7.69 Million
0.05% of portfolio
|
Q2 2024
Added 1.51%
|
|
Sanders Morris Harris LLC
|
Jul 12, 2024 Q2 2024 |
61,004
shares
|
$6.05 Million
0.97% of portfolio
|
Q2 2024
Added 2610.08%
|
|
First National Trust CO
|
Aug 02, 2024 Q2 2024 |
59,165
shares
|
$5.87 Million
0.23% of portfolio
|
Q2 2024
Added 18.33%
|
|
Commonwealth Equity Services, LLC
|
Jul 31, 2024 Q2 2024 |
57,611
shares
|
$5.71 Million
0.01% of portfolio
|
Q2 2024
Added 28.41%
|
|
Beck Capital Management, LLC
Austin, TX |
Aug 14, 2024 Q2 2024 |
55,469
shares
|
$5.5 Million
1.61% of portfolio
|
Q2 2024
Reduced 7.75%
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
53,962
shares
|
$5.35 Million
0.0% of portfolio
|
Q2 2024
Added 49.51%
|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
53,751
shares
|
$5.33 Million
0.0% of portfolio
|
Q2 2024
Added 15.99%
|
|
Northwestern Mutual Wealth Management CO
|
Aug 15, 2024 Q2 2024 |
52,792
shares
|
$5.23 Million
0.0% of portfolio
|
Q2 2024
Added 7.5%
|
|
Truist Financial Corp
|
Aug 20, 2024 Q2 2024 |
39,750
shares
|
$3.94 Million
0.01% of portfolio
|
Q2 2024
Added 12.42%
|
|
Merit Financial Group, LLC
|
Aug 13, 2024 Q2 2024 |
38,637
shares
|
$3.83 Million
0.08% of portfolio
|
Q2 2024
Added 26.35%
|
|
Pcg Wealth Advisors, LLC
|
Jul 15, 2024 Q2 2024 |
34,692
shares
|
$3.44 Million
1.48% of portfolio
|
Q2 2024
Added 7.74%
|
|
Able Wealth Management LLC
Lakewood, NJ |
Feb 20, 2024 Q4 2023 |
33,360
shares
|
$3.31 Million
2.65% of portfolio
|
Q4 2023
New holding
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
33,264
shares
|
$3.3 Million
0.01% of portfolio
|
Q2 2024
Added 84.88%
|