Purchases and Sales Made in Q1 2024 in Invesco Exchange Traded Fd Tr (EQWL)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (EQWL) during Q1 2024. The information is specifically focused on institutions that hold shares of INVESCO EXCHANGE-TRADED FD TR .
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
249K+ 11207.92% |
$21.6M - $23.6M
|
251K
$25.6M
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
92.3K+ 45.51% |
$7.99M - $8.76M
|
295K
$30.1M
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
92.3K+ 45.51% |
$7.99M - $8.76M
|
295K
$30.1M
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
84K+ 110.07% |
$7.28M - $7.97M
|
160K
$16.4M
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
75.6K+ 67.08% |
$6.55M - $7.17M
|
188K
$19.2M
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
75K+ 856.82% |
$6.5M - $7.12M
|
83.8K
$8.54M
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
73K+ 2118.21% |
$6.32M - $6.92M
|
76.4K
$7.79M
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
64.7K+ 13.8% |
$5.61M - $6.14M
|
534K
$54.5M
|
|
May 15, 2024
Q1 2024
|
Beck Capital Management, LLC
Austin, TX |
BUY
|
- |
55.6K+ 1231.44% |
$4.82M - $5.28M
|
60.1K
$6.13M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
35.2K+ 17.96% |
$3.05M - $3.34M
|
231K
$23.6M
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
19.8K+ 78.88% |
$1.71M - $1.88M
|
44.9K
$4.57M
|
|
Apr 26, 2024
Q1 2024
|
First National Trust CO
|
BUY
|
- |
18.7K+ 59.91% |
$1.62M - $1.78M
|
50K
$5.1M
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
18.6KNew |
$1.61M - $1.76M
|
18.6K
$1.89M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
17.9KNew |
$1.55M - $1.7M
|
17.9K
$1.82M
|
|
Apr 17, 2024
Q1 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
15.6KNew |
$1.35M - $1.48M
|
15.6K
$1.59M
|
|
Apr 26, 2024
Q1 2024
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
15.3K+ 17.31% |
$1.32M - $1.45M
|
103K
$10.5M
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
13.9K+ 42.97% |
$1.21M - $1.32M
|
46.3K
$4.73M
|
|
May 08, 2024
Q1 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
13.9KNew |
$1.2M - $1.32M
|
13.9K
$1.41M
|
|
Nov 01, 2024
Q1 2024
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
12.2K+ 36.65% |
$1.06M - $1.16M
|
45.6K
$4.65M
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
11.5K+ 46.57% |
$993K - $1.09M
|
36.1K
$3.68M
|
|
May 13, 2024
Q1 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
10.6KNew |
$918K - $1.01M
|
10.6K
$1.08M
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
BUY
|
- |
10.5K+ 41.99% |
$906K - $992K
|
35.4K
$3.61M
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
9.26KNew |
$802K - $879K
|
9.26K
$944K
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
9.2KNew |
$797K - $873K
|
9.2K
$938K
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
8.51KNew |
$737K - $808K
|
8.51K
$868K
|
|
Apr 29, 2024
Q1 2024
|
Fiduciary Planning LLC
Coral Springs, FL |
BUY
|
- |
7.15K+ 2.54% |
$619K - $678K
|
289K
$29.5M
|
|
May 13, 2024
Q1 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
6.91KNew |
$598K - $656K
|
6.91K
$705K
|
|
May 13, 2024
Q1 2024
|
Balanced Wealth Group LLC
Westlake, OH |
BUY
|
- |
5.8KNew |
$502K - $550K
|
5.8K
$592K
|
|
Apr 12, 2024
Q1 2024
|
Prentice Wealth Management LLC
|
BUY
|
- |
5.4K+ 4.79% |
$467K - $512K
|
118K
$12M
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
5.27K+ 55.24% |
$457K - $500K
|
14.8K
$1.51M
|
|
Apr 19, 2024
Q1 2024
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
5.23K+ 19.37% |
$453K - $496K
|
32.2K
$3.28M
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
4.34KNew |
$376K - $412K
|
4.34K
$443K
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
3.97K+ 4.34% |
$343K - $376K
|
95.4K
$9.72M
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
3.77K+ 57.49% |
$327K - $358K
|
10.3K
$1.05M
|
|
May 06, 2024
Q1 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
3.13K+ 11.39% |
$271K - $297K
|
30.6K
$3.12M
|
|
Apr 19, 2024
Q1 2024
|
Advisor Resource Council
|
BUY
|
- |
2.52KNew |
$218K - $239K
|
2.52K
$257K
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
2.04K+ 2.74% |
$177K - $194K
|
76.5K
$7.8M
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
1.96K+ 17.67% |
$169K - $186K
|
13K
$1.33M
|
|
Apr 23, 2024
Q1 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1.85K+ 28.91% |
$160K - $176K
|
8.26K
$842K
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
BUY
|
- |
1.84KNew |
$159K - $174K
|
1.84K
$187K
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.67K+ 9.26% |
$145K - $159K
|
19.7K
$2.01M
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
1.1K+ 34.22% |
$95.4K - $104K
|
4.32K
$440K
|
|
May 13, 2024
Q1 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
1.01K+ 7.91% |
$87.1K - $95.5K
|
13.7K
$1.4M
|
|
Apr 15, 2024
Q1 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
786+ 8.02% |
$68.1K - $74.6K
|
10.6K
$1.08M
|
|
May 10, 2024
Q1 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
550+ 7.41% |
$47.6K - $52.2K
|
7.98K
$813K
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
528+ 2.89% |
$45.7K - $50.1K
|
18.8K
$1.91M
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
493+ 3.63% |
$42.7K - $46.8K
|
14.1K
$1.44M
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
396+ 1.58% |
$34.3K - $37.6K
|
25.5K
$2.6M
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
286+ 58.97% |
$24.8K - $27.1K
|
771
$78.6K
|
|
May 09, 2024
Q1 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
254+ 5.13% |
$22K - $24.1K
|
5.2K
$531K
|