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 112 institutions that hold shares in the stock, with a total of 4.05 Million shares, which have been reported (via 13F filing form) to have a value of $430 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
679,701
shares
|
$72.3 Million
0.03% of portfolio
|
Q3 2024
Added 20.24%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
406,751
shares
|
$43.3 Million
0.09% of portfolio
|
Q3 2024
Added 60.53%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
359,467
shares
|
$38.3 Million
0.0% of portfolio
|
Q3 2024
Added 18.98%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
203,326
shares
|
$21.6 Million
0.0% of portfolio
|
Q3 2024
Added 3.1%
|
|
|
Bond & Devick Financial Network, Inc.
|
Jan 13, 2025 Q4 2024 |
184,919
shares
|
$19.7 Million
9.39% of portfolio
|
Q3 2024
Added 52.49%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
182,862
shares
|
$19.5 Million
0.0% of portfolio
|
Q3 2024
Added 2.4%
|
|
|
Fiduciary Planning LLC
Coral Springs, FL |
Jan 24, 2025 Q4 2024 |
173,226
shares
|
$18.4 Million
7.55% of portfolio
|
Q4 2024
Reduced 9.68%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
155,052
shares
|
$16.5 Million
0.03% of portfolio
|
Q3 2024
Reduced 8.72%
|
|
|
Prentice Wealth Management LLC
|
Oct 07, 2024 Q3 2024 |
122,955
shares
|
$13.1 Million
3.83% of portfolio
|
Q3 2024
Added 1.26%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
103,932
shares
|
$11.1 Million
0.04% of portfolio
|
Q3 2024
Reduced 2.35%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
102,333
shares
|
$10.9 Million
0.02% of portfolio
|
Q4 2024
Reduced 0.75%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
85,128
shares
|
$9.06 Million
0.01% of portfolio
|
Q3 2024
Added 7.66%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
82,161
shares
|
$8.74 Million
0.06% of portfolio
|
Q3 2024
Added 5.94%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
68,946
shares
|
$7.34 Million
0.01% of portfolio
|
Q3 2024
Added 19.68%
|
|
|
Sanders Morris Harris LLC
|
Jan 14, 2025 Q4 2024 |
60,005
shares
|
$6.39 Million
0.96% of portfolio
|
Q4 2024
Added 2475.32%
|
|
|
Beck Capital Management, LLC
Austin, TX |
Nov 14, 2024 Q3 2024 |
58,066
shares
|
$6.18 Million
1.81% of portfolio
|
Q3 2024
Added 4.68%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
57,901
shares
|
$6.16 Million
0.0% of portfolio
|
Q3 2024
Added 7.72%
|
|
|
First National Trust CO
|
Nov 05, 2024 Q3 2024 |
57,570
shares
|
$6.13 Million
0.23% of portfolio
|
Q3 2024
Reduced 2.7%
|
|
|
Able Wealth Management LLC
Lakewood, NJ |
Nov 01, 2024 Q3 2024 |
54,762
shares
|
$5.83 Million
4.25% of portfolio
|
Q3 2024
Added 14.59%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
49,661
shares
|
$5.28 Million
0.0% of portfolio
|
Q3 2024
Reduced 7.97%
|
|
|
Merit Financial Group, LLC
|
Jan 15, 2025 Q4 2024 |
46,945
shares
|
$5 Million
0.09% of portfolio
|
Q4 2024
Added 19.23%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
44,666
shares
|
$4.75 Million
0.01% of portfolio
|
Q3 2024
Added 34.28%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
43,097
shares
|
$4.59 Million
0.1% of portfolio
|
Q4 2024
Added 79.84%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
42,197
shares
|
$4.49 Million
0.01% of portfolio
|
Q4 2024
Reduced 1.08%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
40,166
shares
|
$4.27 Million
0.0% of portfolio
|
Q3 2024
Reduced 23.92%
|