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 158 institutions that hold shares in the stock, with a total of 7.74 Million shares, which have been reported (via 13F filing form) to have a value of $884 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
7,464
shares
|
$851,866
0.02% of portfolio
|
Q2 2025
Reduced 0.48%
|
|
|
Allegheny Financial Group LTD
Pittsburgh, PA |
Aug 13, 2025 Q2 2025 |
7,276
shares
|
$830,409
0.19% of portfolio
|
Q2 2025
Reduced 11.11%
|
|
|
Balanced Wealth Group LLC
Westlake, OH |
Aug 13, 2025 Q2 2025 |
5,939
shares
|
$677,818
0.28% of portfolio
|
Q2 2025
Added 0.41%
|
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
5,784
shares
|
$660,127
0.15% of portfolio
|
Q4 2024
Reduced 0.24%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Aug 14, 2025 Q2 2025 |
5,602
shares
|
$639,356
0.02% of portfolio
|
Q2 2025
Added 25.58%
|
|
|
Qtr Family Wealth, LLC
Lake Mary, FL |
Jul 18, 2025 Q2 2025 |
5,580
shares
|
$636,845
0.38% of portfolio
|
Q2 2025
Reduced 1.85%
|
|
|
Stone X Group Inc.
|
Aug 13, 2025 Q2 2025 |
5,512
shares
|
$629,084
0.03% of portfolio
|
Q2 2025
Added 32.82%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jul 11, 2025 Q2 2025 |
5,435
shares
|
$620,296
0.07% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
Thoroughbred Financial Services, LLC
|
Aug 08, 2025 Q2 2025 |
5,199
shares
|
$593,361
0.04% of portfolio
|
Q2 2025
Added 42.32%
|
|
|
Michels Family Financial, LLC
Fort Worth, TX |
Jul 16, 2025 Q2 2025 |
4,896
shares
|
$558,780
0.46% of portfolio
|
Q2 2025
Added 5.15%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
4,811
shares
|
$549,079
0.0% of portfolio
|
Q1 2025
Reduced 12.43%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
4,634
shares
|
$528,878
0.0% of portfolio
|
Q2 2025
Added 274.01%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
4,507
shares
|
$514,383
0.0% of portfolio
|
Q2 2024
Reduced 67.98%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 21, 2025 Q3 2025 |
4,438
shares
|
$506,508
0.04% of portfolio
|
Q3 2025
Added 0.96%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
4,307
shares
|
$491,557
0.0% of portfolio
|
Q2 2025
Added 25.13%
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Oct 06, 2025 Q3 2025 |
4,215
shares
|
$481,057
0.34% of portfolio
|
Q3 2025
Added 765.5%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
4,125
shares
|
$470,786
0.0% of portfolio
|
Q2 2025
Added 175.92%
|
|
|
Ullmann Wealth Partners Group, LLC
|
Oct 17, 2025 Q3 2025 |
4,079
shares
|
$465,536
0.05% of portfolio
|
Q3 2025
Added 0.25%
|
|
|
Betterment LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
3,805
shares
|
$434,264
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Avant Capital LLC
Lafayette, LA |
Aug 14, 2025 Q2 2025 |
3,675
shares
|
$419,427
0.32% of portfolio
|
Q2 2025
Added 14.56%
|
|
|
Blue Chip Partners, Inc.
|
Aug 14, 2025 Q2 2025 |
3,605
shares
|
$411,438
0.03% of portfolio
|
Q2 2025
Reduced 8.71%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
3,585
shares
|
$409,156
0.0% of portfolio
|
Q2 2025
Reduced 12.18%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Jul 31, 2025 Q2 2025 |
3,536
shares
|
$403,563
0.15% of portfolio
|
Q2 2025
Added 274.58%
|
|
|
D.A. Davidson & Co.
|
Oct 22, 2025 Q3 2025 |
3,533
shares
|
$403,221
0.0% of portfolio
|
Q2 2025
Reduced 37.31%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
3,491
shares
|
$398,427
0.0% of portfolio
|
Q2 2025
Added 10.76%
|