Purchases and Sales Made in Q1 2025 in Invesco Exchange Traded Fd Tr (EQWL)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (EQWL) during Q1 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2025
Q1 2025
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
1.65K+ 9.41% |
$166K - $179K
|
19.2K
$2.05M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
1.41K+ 1.61% |
$142K - $153K
|
88.9K
$9.49M
|
|
|
May 15, 2025
Q1 2025
|
Private Capital Management, LLC
Naples, FL |
BUY
|
- |
1.33K+ 17.09% |
$133K - $144K
|
9.09K
$971K
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
1.22K+ 8.52% |
$122K - $132K
|
15.5K
$1.65M
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1.2K+ 28.22% |
$120K - $129K
|
5.43K
$580K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.03K+ 48.61% |
$104K - $112K
|
3.15K
$337K
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
965+ 13.91% |
$97K - $104K
|
7.9K
$844K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
700+ 20.7% |
$70.4K - $75.8K
|
4.08K
$436K
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
671+ 24.18% |
$67.5K - $72.7K
|
3.45K
$368K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
570New |
$57.3K - $61.7K
|
570
$60.9K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
555+ 81.14% |
$55.8K - $60.1K
|
1.24K
$132K
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
BUY
|
- |
528+ 17.74% |
$53.1K - $57.2K
|
3.5K
$374K
|
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
527+ 1.22% |
$53K - $57.1K
|
43.6K
$4.66M
|
|
|
May 01, 2025
Q1 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
518+ 1.45% |
$52.1K - $56.1K
|
36.3K
$3.88M
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
512+ 6.9% |
$51.5K - $55.4K
|
7.94K
$847K
|
|
|
May 12, 2025
Q1 2025
|
Avant Capital LLC
Lafayette, LA |
BUY
|
- |
336+ 11.7% |
$33.8K - $36.4K
|
3.21K
$342K
|
|
|
May 29, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
175+ 192.31% |
$17.6K - $18.9K
|
266
$28.4K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
144New |
$14.5K - $15.6K
|
144
$15.4K
|
|
|
Apr 23, 2025
Q1 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
141+ 22.56% |
$14.2K - $15.3K
|
766
$81.8K
|
|
|
May 01, 2025
Q1 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
137New |
$13.8K - $14.8K
|
137
$14.6K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
126+ 13.79% |
$12.7K - $13.6K
|
1.04K
$111K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
126+ 49.8% |
$12.7K - $13.6K
|
379
$40.5K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
109+ 0.97% |
$11K - $11.8K
|
11.4K
$1.21M
|
|
|
May 15, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
91New |
$9.15K - $9.85K
|
91
$9.72K
|
|
|
May 13, 2025
Q1 2025
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
41+ 0.5% |
$4.12K - $4.44K
|
8.19K
$874K
|
|
|
Apr 15, 2025
Q1 2025
|
Balanced Wealth Group LLC
Westlake, OH |
BUY
|
- |
30+ 0.51% |
$3.02K - $3.25K
|
5.92K
$631K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
23New |
$2.31K - $2.49K
|
23
$2.46K
|
|
|
May 15, 2025
Q1 2025
|
Blue Chip Partners, Inc.
|
BUY
|
- |
20+ 0.51% |
$2.01K - $2.17K
|
3.95K
$422K
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
12+ 48.0% |
$1.21K - $1.3K
|
37
$3.95K
|
|
|
Apr 10, 2025
Q1 2025
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
12+ 0.3% |
$1.21K - $1.3K
|
4.06K
$433K
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
12+ 0.42% |
$1.21K - $1.3K
|
2.86K
$305K
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
7+ 0.29% |
$704 - $758
|
2.41K
$257K
|
|
|
May 14, 2025
Q1 2025
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
3+ 0.21% |
$302 - $325
|
1.4K
$150K
|
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
2+ 0.05% |
$201 - $217
|
3.65K
$390K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2New |
$201 - $217
|
2
$214
|
|
|
Apr 17, 2025
Q1 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-3- 0.13% |
$302 - $325
|
2.37K
$253K
|
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-18- 6.02% |
$1.81K - $1.95K
|
281
$30K
|
|
|
May 15, 2025
Q1 2025
|
Michels Family Financial, LLC
Fort Worth, TX |
SELL
|
- |
-32- 0.68% |
$3.22K - $3.46K
|
4.66K
$497K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-100- 80.0% |
$10.1K - $10.8K
|
25
$2.67K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-135- 8.57% |
$13.6K - $14.6K
|
1.44K
$154K
|
|
|
Apr 21, 2025
Q1 2025
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
SELL
|
- |
-137- 0.23% |
$13.8K - $14.8K
|
58.7K
$6.27M
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-210- 1.5% |
$21.1K - $22.7K
|
13.8K
$1.47M
|
|
|
May 12, 2025
Q1 2025
|
Simplex Trading, LLC
|
SELL
|
- |
-219- 99.55% |
$22K - $23.7K
|
1
$107
|
|
|
Apr 17, 2025
Q1 2025
|
Chb Investment Group, LLC
New Hope, PA |
SELL
|
- |
-364- 1.56% |
$36.6K - $39.4K
|
23K
$2.45M
|
|
|
May 06, 2025
Q1 2025
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-390- 4.46% |
$39.2K - $42.2K
|
8.35K
$891K
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-565- 51.36% |
$56.8K - $61.2K
|
535
$57.1K
|
|
|
May 14, 2025
Q1 2025
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-613- 16.14% |
$61.6K - $66.4K
|
3.18K
$340K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-683- 12.43% |
$68.7K - $74K
|
4.81K
$514K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-886Closed |
$89.1K - $95.9K
|
0
$0
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.37K- 1.26% |
$138K - $148K
|
107K
$11.4M
|