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 |
|---|---|---|---|---|---|---|---|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
197+ 40.45% |
$19.9K - $21.2K
|
684
$70.4K
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
194New |
$19.6K - $20.9K
|
194
$20K
|
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
150+ 20.0% |
$15.2K - $16.2K
|
900
$92.7K
|
|
|
Feb 11, 2025
Q4 2024
|
Simplex Trading, LLC
|
BUY
|
- |
144+ 189.47% |
$14.6K - $15.5K
|
220
$22.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
125New |
$12.7K - $13.5K
|
125
$12.9K
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
91+ 3.15% |
$9.21K - $9.8K
|
2.98K
$306K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
50+ 5.79% |
$5.06K - $5.39K
|
914
$94.1K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
43+ 0.47% |
$4.35K - $4.63K
|
9.2K
$948K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
42+ 0.91% |
$4.25K - $4.52K
|
4.63K
$477K
|
|
|
Feb 14, 2025
Q4 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
37+ 0.46% |
$3.75K - $3.99K
|
8.14K
$838K
|
|
|
Feb 10, 2025
Q4 2024
|
Balanced Wealth Group LLC
Westlake, OH |
BUY
|
- |
27+ 0.46% |
$2.73K - $2.91K
|
5.89K
$606K
|
|
|
Jan 31, 2025
Q4 2024
|
Blue Chip Partners, Inc.
|
BUY
|
- |
12+ 0.31% |
$1.21K - $1.29K
|
3.93K
$404K
|
|
|
Jan 14, 2025
Q4 2024
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
11+ 0.27% |
$1.11K - $1.18K
|
4.05K
$417K
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
8+ 0.09% |
$810 - $862
|
8.74K
$899K
|
|
|
Feb 12, 2025
Q4 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
2+ 0.05% |
$202 - $215
|
3.65K
$376K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1Closed |
$101 - $108
|
0
$0
|
|
|
Feb 14, 2025
Q4 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-14- 0.24% |
$1.42K - $1.51K
|
5.78K
$595K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-15- 0.44% |
$1.52K - $1.62K
|
3.38K
$348K
|
|
|
Jan 21, 2025
Q4 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-80- 3.26% |
$8.1K - $8.62K
|
2.38K
$245K
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-148- 1.08% |
$15K - $15.9K
|
13.5K
$1.39M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-246- 10.39% |
$24.9K - $26.5K
|
2.12K
$218K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-294- 2.55% |
$29.8K - $31.7K
|
11.2K
$1.16M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-317- 0.55% |
$32.1K - $34.1K
|
57.6K
$5.93M
|
|
|
Feb 03, 2025
Q4 2024
|
Prentice Wealth Management LLC
|
SELL
|
- |
-339- 0.28% |
$34.3K - $36.5K
|
123K
$12.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-461- 1.08% |
$46.7K - $49.7K
|
42.2K
$4.34M
|
|
|
Feb 13, 2025
Q4 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
SELL
|
- |
-597- 5.3% |
$60.4K - $64.3K
|
10.7K
$1.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
SELL
|
- |
-623- 3.53% |
$63.1K - $67.1K
|
17K
$1.75M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-770- 0.75% |
$77.9K - $82.9K
|
102K
$10.5M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-774- 24.4% |
$78.3K - $83.4K
|
2.4K
$247K
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-940- 11.24% |
$95.1K - $101K
|
7.43K
$764K
|
|
|
Feb 14, 2025
Q4 2024
|
Beck Capital Management, LLC
Austin, TX |
SELL
|
- |
-966- 1.66% |
$97.8K - $104K
|
57.1K
$5.88M
|
|
|
Feb 14, 2025
Q4 2024
|
Private Capital Management, LLC
Naples, FL |
SELL
|
- |
-1.09K- 12.33% |
$111K - $118K
|
7.77K
$800K
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-1.16K- 14.34% |
$118K - $125K
|
6.94K
$714K
|
|
|
Feb 13, 2025
Q4 2024
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-1.37K- 26.51% |
$139K - $148K
|
3.8K
$391K
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-1.57K- 9.48% |
$159K - $169K
|
15K
$1.54M
|
|
|
Feb 12, 2025
Q4 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-1.78K- 16.01% |
$180K - $191K
|
9.32K
$960K
|
|
|
Jan 13, 2025
Q4 2024
|
Chb Investment Group, LLC
New Hope, PA |
SELL
|
- |
-1.88K- 7.45% |
$190K - $202K
|
23.3K
$2.4M
|
|
|
Feb 10, 2025
Q4 2024
|
First National Trust CO
|
SELL
|
- |
-1.91K- 3.31% |
$193K - $205K
|
55.7K
$5.73M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-3.94K- 21.97% |
$398K - $424K
|
14K
$1.44M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-4.85K- 10.85% |
$491K - $522K
|
39.8K
$4.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-8.26K- 20.57% |
$836K - $890K
|
31.9K
$3.28M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-9.83K- 19.79% |
$995K - $1.06M
|
39.8K
$4.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-11K- 7.11% |
$1.12M - $1.19M
|
144K
$14.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-16.5K- 8.12% |
$1.67M - $1.78M
|
187K
$19.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Fiduciary Planning LLC
Coral Springs, FL |
SELL
|
- |
-18.6K- 9.68% |
$1.88M - $2M
|
173K
$17.8M
|