Purchases and Sales Made in Q3 2024 in Invesco Exchange Traded Fd Tr (EQWL)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (EQWL) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
92+ 4.04% |
$8.56K - $9.41K
|
2.37K
$250K
|
|
|
Nov 14, 2024
Q3 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
38+ 0.47% |
$3.54K - $3.89K
|
8.11K
$857K
|
|
|
Oct 28, 2024
Q3 2024
|
Balanced Wealth Group LLC
Westlake, OH |
BUY
|
- |
28+ 0.48% |
$2.61K - $2.86K
|
5.86K
$620K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
15+ 0.44% |
$1.4K - $1.53K
|
3.4K
$359K
|
|
|
Oct 15, 2024
Q3 2024
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
11+ 0.27% |
$1.02K - $1.13K
|
4.04K
$427K
|
|
|
Nov 08, 2024
Q3 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
2+ 0.05% |
$186 - $205
|
3.65K
$386K
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1+ 0.04% |
$93.1 - $102
|
2.4K
$254K
|
|
|
Oct 31, 2024
Q3 2024
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
1+ 0.25% |
$93.1 - $102
|
405
$42.8K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-11- 0.11% |
$1.02K - $1.13K
|
10.1K
$1.06M
|
|
|
Nov 04, 2024
Q3 2024
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-26- 0.66% |
$2.42K - $2.66K
|
3.92K
$414K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-79- 0.66% |
$7.35K - $8.08K
|
11.9K
$1.26M
|
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-86- 1.02% |
$8K - $8.8K
|
8.37K
$885K
|
|
|
Nov 05, 2024
Q3 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-111- 1.88% |
$10.3K - $11.4K
|
5.8K
$613K
|
|
|
Nov 08, 2024
Q3 2024
|
Simplex Trading, LLC
|
SELL
|
- |
-118- 60.82% |
$11K - $12.1K
|
76
$8.04K
|
|
|
Nov 14, 2024
Q3 2024
|
Private Capital Management, LLC
Naples, FL |
SELL
|
- |
-143- 1.59% |
$13.3K - $14.6K
|
8.86K
$937K
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
SELL
|
- |
-257- 7.49% |
$23.9K - $26.3K
|
3.17K
$336K
|
|
|
Nov 12, 2024
Q3 2024
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-300- 3.54% |
$27.9K - $30.7K
|
8.18K
$865K
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-305- 1.67% |
$28.4K - $31.2K
|
17.9K
$1.89M
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-350- 10.29% |
$32.6K - $35.8K
|
3.05K
$323K
|
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-396- 4.66% |
$36.9K - $40.5K
|
8.1K
$856K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-465- 97.28% |
$43.3K - $47.6K
|
13
$1.38K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-523- 10.23% |
$48.7K - $53.5K
|
4.59K
$486K
|
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-564- 3.3% |
$52.5K - $57.7K
|
16.6K
$1.75M
|
|
|
Nov 04, 2024
Q3 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
SELL
|
- |
-671- 5.62% |
$62.4K - $68.7K
|
11.3K
$1.19M
|
|
|
Nov 05, 2024
Q3 2024
|
First National Trust CO
|
SELL
|
- |
-1.6K- 2.7% |
$148K - $163K
|
57.6K
$6.09M
|
|
|
Oct 11, 2024
Q3 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-1.8K- 6.26% |
$167K - $184K
|
26.9K
$2.85M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.5K- 2.35% |
$232K - $255K
|
104K
$11M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-4.3K- 7.97% |
$400K - $440K
|
49.7K
$5.25M
|
|
|
Nov 12, 2024
Q3 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-5.1K- 87.19% |
$475K - $522K
|
750
$79.3K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-7.06K- 43.54% |
$657K - $723K
|
9.16K
$969K
|
|
|
Nov 13, 2024
Q3 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-11.4K- 50.66% |
$1.06M - $1.17M
|
11.1K
$1.17M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-12.6K- 23.92% |
$1.18M - $1.29M
|
40.2K
$4.25M
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-14.8K- 8.72% |
$1.38M - $1.52M
|
155K
$16.4M
|
|
|
Oct 22, 2024
Q3 2024
|
Fiduciary Planning LLC
Coral Springs, FL |
SELL
|
- |
-27.9K- 12.71% |
$2.6M - $2.86M
|
192K
$20.3M
|
|
|
Oct 08, 2024
Q3 2024
|
Sanders Morris Harris LLC
|
SELL
|
- |
-58.7K- 96.18% |
$5.46M - $6M
|
2.33K
$246K
|