Purchases and Sales Made in Q4 2024 in Invesco Exchange Traded Fd Tr (EQWL)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (EQWL) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 14, 2025
Q4 2024
|
Sanders Morris Harris LLC
|
BUY
|
- |
57.7K+ 2475.32% |
$5.84M - $6.21M
|
60K
$6.39M
|
|
|
Jan 31, 2025
Q4 2024
|
Highview Capital Management LLC
|
BUY
|
- |
24.7KNew |
$2.5M - $2.67M
|
24.7K
$2.63M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
19.1K+ 79.84% |
$1.94M - $2.06M
|
43.1K
$4.59M
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
8.87K+ 32.9% |
$897K - $955K
|
35.8K
$3.81M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
7.57K+ 19.23% |
$766K - $815K
|
46.9K
$5M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
7K+ 49.94% |
$708K - $754K
|
21K
$2.24M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
2.78KNew |
$281K - $299K
|
2.78K
$295K
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
BUY
|
- |
2.17KNew |
$219K - $233K
|
2.17K
$230K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
1.46K+ 11.39% |
$148K - $157K
|
14.3K
$1.52M
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1.41K+ 49.65% |
$142K - $151K
|
4.24K
$451K
|
|
|
Jan 21, 2025
Q4 2024
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
1.36K+ 3.67% |
$138K - $147K
|
38.5K
$4.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
486+ 20.6% |
$49.2K - $52.4K
|
2.85K
$303K
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
331+ 9.88% |
$33.5K - $35.7K
|
3.68K
$392K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
300+ 17.44% |
$30.4K - $32.3K
|
2.02K
$215K
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
91+ 3.15% |
$9.21K - $9.8K
|
2.98K
$317K
|
|
|
Jan 31, 2025
Q4 2024
|
Blue Chip Partners, Inc.
|
BUY
|
- |
12+ 0.31% |
$1.21K - $1.29K
|
3.93K
$418K
|
|
|
Jan 14, 2025
Q4 2024
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
11+ 0.27% |
$1.11K - $1.18K
|
4.05K
$431K
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
8+ 0.09% |
$810 - $862
|
8.74K
$930K
|
|
|
Jan 21, 2025
Q4 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-80- 3.26% |
$8.1K - $8.62K
|
2.38K
$253K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-461- 1.08% |
$46.7K - $49.7K
|
42.2K
$4.49M
|
|
|
Jan 31, 2025
Q4 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
SELL
|
- |
-623- 3.53% |
$63.1K - $67.1K
|
17K
$1.81M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-770- 0.75% |
$77.9K - $82.9K
|
102K
$10.9M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-774- 24.4% |
$78.3K - $83.4K
|
2.4K
$255K
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-940- 11.24% |
$95.1K - $101K
|
7.43K
$790K
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-1.16K- 14.34% |
$118K - $125K
|
6.94K
$738K
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-1.57K- 9.48% |
$159K - $169K
|
15K
$1.59M
|
|
|
Jan 13, 2025
Q4 2024
|
Chb Investment Group, LLC
New Hope, PA |
SELL
|
- |
-1.88K- 7.45% |
$190K - $202K
|
23.3K
$2.48M
|
|
|
Jan 24, 2025
Q4 2024
|
Fiduciary Planning LLC
Coral Springs, FL |
SELL
|
- |
-18.6K- 9.68% |
$1.88M - $2M
|
173K
$18.4M
|