Purchases and Sales Made in Q4 2023 in Invesco Exchange Traded Fd Tr (EQWL)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (EQWL) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 25, 2024
Q4 2023
|
Fiduciary Planning LLC
Coral Springs, FL |
BUY
|
- |
194K+ 222.36% |
$14.6M - $17.1M
|
282K
$28.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
91.8K+ 440.43% |
$6.89M - $8.07M
|
113K
$11.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
76.3KNew |
$5.72M - $6.71M
|
76.3K
$7.78M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
49.9K+ 120.11% |
$3.74M - $4.38M
|
91.4K
$9.32M
|
|
|
Jan 10, 2024
Q4 2023
|
Sanders Morris Harris LLC
|
BUY
|
- |
47KNew |
$3.52M - $4.13M
|
47K
$4.79M
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
33.4KNew |
$2.5M - $2.93M
|
33.4K
$3.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
28.7K+ 16.5% |
$2.15M - $2.52M
|
203K
$20.7M
|
|
|
Feb 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
27.5KNew |
$2.06M - $2.41M
|
27.5K
$2.8M
|
|
|
Jan 29, 2024
Q4 2023
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
27KNew |
$2.02M - $2.37M
|
27K
$2.75M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
25.6K+ 5.76% |
$1.92M - $2.25M
|
469K
$47.9M
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
25.1K+ 192915.38% |
$1.88M - $2.2M
|
25.1K
$2.56M
|
|
|
Feb 05, 2024
Q4 2023
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
19.5KNew |
$1.46M - $1.72M
|
19.5K
$1.99M
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
18KNew |
$1.35M - $1.59M
|
18K
$1.84M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
15.6K+ 8.64% |
$1.17M - $1.37M
|
196K
$20M
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
13.6KNew |
$1.02M - $1.19M
|
13.6K
$1.38M
|
|
|
Feb 06, 2024
Q4 2023
|
First National Trust CO
|
BUY
|
- |
13.3K+ 74.34% |
$1M - $1.17M
|
31.3K
$3.19M
|
|
|
Feb 13, 2024
Q4 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
12.7KNew |
$954K - $1.12M
|
12.7K
$1.3M
|
|
|
Feb 22, 2024
Q4 2023
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
12.6KNew |
$945K - $1.11M
|
12.6K
$1.29M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
12K+ 7.55% |
$900K - $1.05M
|
171K
$17.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
12KNew |
$897K - $1.05M
|
12K
$1.22M
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
11.1KNew |
$831K - $973K
|
11.1K
$1.13M
|
|
|
Feb 09, 2024
Q4 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
10.6KNew |
$795K - $931K
|
10.6K
$1.08M
|
|
|
Jan 16, 2024
Q4 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
9.8KNew |
$735K - $861K
|
9.8K
$999K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
9.77K+ 15.11% |
$732K - $858K
|
74.4K
$7.59M
|
|
|
Jan 10, 2024
Q4 2023
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
9.19K+ 11.65% |
$689K - $808K
|
88.1K
$8.98M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
9.15K+ 215.09% |
$686K - $804K
|
13.4K
$1.37M
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
8.93K+ 28.24% |
$669K - $785K
|
40.5K
$4.13M
|
|
|
Jan 10, 2024
Q4 2023
|
Prentice Wealth Management LLC
|
BUY
|
- |
8.21K+ 7.85% |
$615K - $721K
|
113K
$11.5M
|
|
|
Mar 18, 2024
Q4 2023
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
8K+ 143.52% |
$600K - $703K
|
13.6K
$1.38M
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
BUY
|
- |
7.22K+ 40.82% |
$541K - $634K
|
24.9K
$2.54M
|
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
BUY
|
- |
6.63KNew |
$497K - $583K
|
6.63K
$676K
|
|
|
Feb 09, 2024
Q4 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
6.41KNew |
$481K - $563K
|
6.41K
$654K
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
6.33K+ 24.28% |
$475K - $556K
|
32.4K
$3.31M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
5.56K+ 139.5% |
$417K - $488K
|
9.54K
$973K
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
5.36K+ 157.62% |
$402K - $471K
|
8.75K
$893K
|
|
|
Feb 14, 2024
Q4 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
5.17KNew |
$388K - $455K
|
5.17K
$527K
|
|
|
Jan 23, 2024
Q4 2023
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
5.15KNew |
$386K - $453K
|
5.15K
$525K
|
|
|
Feb 12, 2024
Q4 2023
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
4.95KNew |
$371K - $435K
|
4.95K
$505K
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
4.87K+ 36.37% |
$365K - $428K
|
18.2K
$1.86M
|
|
|
Feb 14, 2024
Q4 2023
|
Beck Capital Management, LLC
Austin, TX |
BUY
|
- |
4.52KNew |
$339K - $397K
|
4.52K
$460K
|
|
|
Jan 22, 2024
Q4 2023
|
Durante & Waters, LLC
Brewster, NY |
BUY
|
- |
3.6KNew |
$270K - $316K
|
3.6K
$367K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.82K+ 12.67% |
$211K - $248K
|
25.1K
$2.56M
|
|
|
Jan 18, 2024
Q4 2023
|
Flc Capital Advisors
|
BUY
|
- |
2.8KNew |
$210K - $246K
|
2.8K
$286K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
2.46K+ 326.66% |
$185K - $216K
|
3.22K
$328K
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
2.36KNew |
$177K - $208K
|
2.36K
$241K
|
|
|
Jan 12, 2024
Q4 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
2.16K+ 48.96% |
$162K - $190K
|
6.56K
$669K
|
|
|
Feb 01, 2024
Q4 2023
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
1.83K+ 7.93% |
$137K - $160K
|
24.8K
$2.53M
|
|
|
Feb 01, 2024
Q4 2023
|
Psi Advisors, LLC
|
BUY
|
- |
1.5K+ 159.42% |
$112K - $132K
|
2.44K
$248K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1.35KNew |
$101K - $118K
|
1.35K
$137K
|
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
1.07KNew |
$80.4K - $94.2K
|
1.07K
$109K
|