Purchases and Sales Made in Q2 2023 in Invesco Exchange Traded Fd Tr (EQWL)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (EQWL) during Q2 2023. 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 |
---|---|---|---|---|---|---|---|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
157K+ 1265.5% |
$12M - $12.9M
|
169K
$17.3M
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
103K+ 247.75% |
$7.88M - $8.48M
|
145K
$14.8M
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
67.4K+ 562.76% |
$5.14M - $5.53M
|
79.4K
$8.1M
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
50.1K+ 20.97% |
$3.82M - $4.11M
|
289K
$29.4M
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
42.4K+ 72.14% |
$3.23M - $3.47M
|
101K
$10.3M
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
28.5K+ 662.63% |
$2.18M - $2.34M
|
32.9K
$3.35M
|
|
Aug 02, 2023
Q2 2023
|
Blue Chip Partners, Inc.
|
BUY
|
- |
22.6KNew |
$1.73M - $1.86M
|
22.6K
$2.31M
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
16.4K+ 520.2% |
$1.25M - $1.35M
|
19.6K
$1.99M
|
|
Aug 09, 2023
Q2 2023
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
16K+ 416.5% |
$1.22M - $1.31M
|
19.9K
$2.03M
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
15K+ 81.86% |
$1.15M - $1.23M
|
33.4K
$3.41M
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
10.1K+ 87.96% |
$769K - $827K
|
21.5K
$2.2M
|
|
Aug 14, 2023
Q2 2023
|
Private Capital Management, LLC
Naples, FL |
BUY
|
- |
6.5KNew |
$496K - $533K
|
6.5K
$662K
|
|
Aug 14, 2023
Q2 2023
|
Bison Wealth, LLC
|
BUY
|
- |
5.66KNew |
$432K - $465K
|
5.66K
$578K
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
4.78KNew |
$364K - $392K
|
4.78K
$487K
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.97KNew |
$303K - $326K
|
3.97K
$405K
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
BUY
|
- |
3.96K+ 55.19% |
$302K - $325K
|
11.1K
$1.14M
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.53K+ 69.26% |
$269K - $290K
|
8.63K
$880K
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
3.41KNew |
$260K - $280K
|
3.41K
$348K
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
3.14KNew |
$239K - $257K
|
3.14K
$320K
|
|
Aug 14, 2023
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
2.96KNew |
$226K - $243K
|
2.96K
$302K
|
|
Jul 11, 2023
Q2 2023
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
2.95KNew |
$225K - $242K
|
2.95K
$300K
|
|
Aug 11, 2023
Q2 2023
|
Avant Capital LLC
Lafayette, LA |
BUY
|
- |
2.74KNew |
$209K - $225K
|
2.74K
$280K
|
|
Jul 06, 2023
Q2 2023
|
Prentice Wealth Management LLC
|
BUY
|
- |
2.56K+ 29.42% |
$196K - $210K
|
11.3K
$1.15M
|
|
Jul 13, 2023
Q2 2023
|
Advisor Resource Council
|
BUY
|
- |
2.52KNew |
$192K - $206K
|
2.52K
$257K
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2.26K+ 20.45% |
$173K - $186K
|
13.3K
$1.36M
|
|
Aug 11, 2023
Q2 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
2.25K+ 8.26% |
$171K - $184K
|
29.5K
$3M
|
|
Aug 07, 2023
Q2 2023
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
1.1KNew |
$83.9K - $90.2K
|
1.1K
$112K
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
817+ 11.69% |
$62.3K - $67K
|
7.81K
$796K
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
510+ 17.81% |
$38.9K - $41.8K
|
3.37K
$344K
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
500New |
$38.1K - $41K
|
500
$51K
|
|
Aug 04, 2023
Q2 2023
|
Simplex Trading, LLC
|
BUY
|
- |
463New |
$35.3K - $38K
|
463
$47.2K
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
257+ 2.86% |
$19.6K - $21.1K
|
9.24K
$942K
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
250+ 7.35% |
$19.1K - $20.5K
|
3.65K
$372K
|
|
Aug 11, 2023
Q2 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
100+ 1.25% |
$7.63K - $8.2K
|
8.08K
$823K
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
90+ 1.11% |
$6.87K - $7.38K
|
8.17K
$833K
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
82+ 0.37% |
$6.25K - $6.73K
|
22.5K
$2.29M
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
81New |
$6.18K - $6.64K
|
81
$8.26K
|
|
Aug 11, 2023
Q2 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
27New |
$2.06K - $2.21K
|
27
$2.75K
|
|
Jul 13, 2023
Q2 2023
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
11+ 0.37% |
$839 - $902
|
2.95K
$300K
|
|
Aug 04, 2023
Q2 2023
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
9+ 0.11% |
$687 - $738
|
8.26K
$842K
|
|
Aug 03, 2023
Q2 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
2+ 0.07% |
$153 - $164
|
2.99K
$305K
|
|
Jul 27, 2023
Q2 2023
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
2+ 0.51% |
$153 - $164
|
395
$40.3K
|
|
Aug 11, 2023
Q2 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
1+ 0.34% |
$76.3 - $82
|
299
$30.5K
|
|
Aug 14, 2023
Q2 2023
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
1+ 0.03% |
$76.3 - $82
|
3.43K
$349K
|
|
Jul 21, 2023
Q2 2023
|
Psi Advisors, LLC
|
BUY
|
- |
1+ 0.65% |
$76.3 - $82
|
155
$15.8K
|
|
Jul 25, 2023
Q2 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-68- 1.06% |
$5.19K - $5.58K
|
6.32K
$644K
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-75- 18.38% |
$5.72K - $6.15K
|
333
$34K
|
|
Jul 05, 2023
Q2 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-77- 1.73% |
$5.87K - $6.32K
|
4.38K
$447K
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-208- 0.2% |
$15.9K - $17.1K
|
103K
$10.5M
|
|
Aug 07, 2023
Q2 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-2.38K- 10.59% |
$181K - $195K
|
20.1K
$2.05M
|