Purchases and Sales Made in Q3 2023 in Invesco Exchange Traded Fd Tr (EQWL)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (EQWL) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
155K+ 53.68% |
$12.1M - $13.1M
|
444K
$45.3M
|
|
|
Oct 13, 2023
Q3 2023
|
Prentice Wealth Management LLC
|
BUY
|
- |
93.3K+ 827.2% |
$7.3M - $7.87M
|
105K
$10.7M
|
|
|
Oct 26, 2023
Q3 2023
|
Fiduciary Planning LLC
Coral Springs, FL |
BUY
|
- |
87.4KNew |
$6.84M - $7.38M
|
87.4K
$8.91M
|
|
|
Nov 08, 2023
Q3 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
83.6KNew |
$6.54M - $7.05M
|
83.6K
$8.52M
|
|
|
Oct 13, 2023
Q3 2023
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
78.9KNew |
$6.18M - $6.66M
|
78.9K
$8.05M
|
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
57.9K+ 57.32% |
$4.54M - $4.89M
|
159K
$16.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
45.1K+ 1522.87% |
$3.53M - $3.81M
|
48.1K
$4.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
41.5KNew |
$3.25M - $3.51M
|
41.5K
$4.23M
|
|
|
May 14, 2024
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
40K+ 493.71% |
$3.13M - $3.38M
|
48.1K
$4.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
38.1K+ 36.95% |
$2.98M - $3.21M
|
141K
$14.4M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
31.8K+ 96.83% |
$2.49M - $2.69M
|
64.7K
$6.59M
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
29K+ 19.97% |
$2.27M - $2.45M
|
174K
$17.7M
|
|
|
Nov 06, 2023
Q3 2023
|
First National Trust CO
|
BUY
|
- |
17.9KNew |
$1.4M - $1.51M
|
17.9K
$1.83M
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
16.4KNew |
$1.28M - $1.38M
|
16.4K
$1.67M
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
16.3K+ 176.65% |
$1.28M - $1.38M
|
25.6K
$2.61M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
10.8K+ 6.37% |
$846K - $911K
|
180K
$18.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
7.95KNew |
$622K - $671K
|
7.95K
$810K
|
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
6.77KNew |
$530K - $572K
|
6.77K
$691K
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
BUY
|
- |
6.55K+ 58.76% |
$513K - $553K
|
17.7K
$1.8M
|
|
|
Nov 07, 2023
Q3 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
5.79KNew |
$453K - $489K
|
5.79K
$590K
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
5.57K+ 71.37% |
$436K - $470K
|
13.4K
$1.36M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
4.54K+ 21.09% |
$356K - $384K
|
26.1K
$2.66M
|
|
|
Dec 18, 2023
Q3 2023
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
4.47K+ 406.73% |
$350K - $378K
|
5.57K
$568K
|
|
|
Nov 08, 2023
Q3 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
3.17K+ 92.93% |
$248K - $268K
|
6.58K
$671K
|
|
|
Nov 13, 2023
Q3 2023
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
3.14K+ 15.81% |
$246K - $265K
|
23K
$2.35M
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.97KNew |
$233K - $251K
|
2.97K
$303K
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.71K+ 13.84% |
$212K - $228K
|
22.3K
$2.27M
|
|
|
Nov 13, 2023
Q3 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
2.15K+ 7.3% |
$169K - $182K
|
31.6K
$3.22M
|
|
|
Nov 14, 2023
Q3 2023
|
Private Capital Management, LLC
Naples, FL |
BUY
|
- |
2.14K+ 32.92% |
$168K - $181K
|
8.64K
$881K
|
|
|
Oct 27, 2023
Q3 2023
|
Belvedere Trading LLC
|
BUY
|
- |
1.74KNew |
$136K - $147K
|
1.74K
$178K
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.41K+ 4.21% |
$110K - $119K
|
34.8K
$3.55M
|
|
|
Nov 08, 2023
Q3 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
967+ 32.33% |
$75.7K - $81.6K
|
3.96K
$404K
|
|
|
Oct 13, 2023
Q3 2023
|
Psi Advisors, LLC
|
BUY
|
- |
784+ 505.81% |
$61.4K - $66.2K
|
939
$95.7K
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
754New |
$59K - $63.7K
|
754
$76.9K
|
|
|
Nov 13, 2023
Q3 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
500+ 100.0% |
$39.2K - $42.2K
|
1K
$102K
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
335+ 9.18% |
$26.2K - $28.3K
|
3.99K
$406K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
285+ 7.18% |
$22.3K - $24.1K
|
4.25K
$434K
|
|
|
Nov 13, 2023
Q3 2023
|
Bison Wealth, LLC
|
BUY
|
- |
210+ 3.71% |
$16.4K - $17.7K
|
5.87K
$599K
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
199+ 2.44% |
$15.6K - $16.8K
|
8.37K
$853K
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
133+ 2.11% |
$10.4K - $11.2K
|
6.45K
$658K
|
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
59New |
$4.62K - $4.98K
|
59
$6.02K
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
30+ 0.96% |
$2.35K - $2.53K
|
3.17K
$323K
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
25+ 0.74% |
$1.96K - $2.11K
|
3.4K
$346K
|
|
|
Oct 17, 2023
Q3 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
23+ 0.52% |
$1.8K - $1.94K
|
4.41K
$449K
|
|
|
Oct 13, 2023
Q3 2023
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
12+ 0.41% |
$940 - $1.01K
|
2.96K
$302K
|
|
|
Oct 10, 2023
Q3 2023
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
10+ 0.12% |
$783 - $844
|
8.27K
$843K
|
|
|
Oct 30, 2023
Q3 2023
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
2+ 0.51% |
$157 - $169
|
397
$40.5K
|
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
1+ 1.23% |
$78.3 - $84.4
|
82
$8.36K
|
|
|
Nov 14, 2023
Q3 2023
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
1+ 0.03% |
$78.3 - $84.4
|
3.43K
$349K
|
|
|
Nov 02, 2023
Q3 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
1+ 0.9% |
$78.3 - $84.4
|
112
$11.4K
|