Beacon Pointe Advisors, LLC Invesco Exchange Traded Fd Tr Transaction History

Beacon Pointe Advisors, LLC

$9.37 Billion
Q2 2025

A detailed history of Beacon Pointe Advisors, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Beacon Pointe Advisors, LLC holds 13,572 shares of EQWL stock, worth $1.55 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

13,572

Previous 11,178 21.42%

Holding current value

$1.55 Million

Previous $1.15 Million 29.51%

% of portfolio

0.02%

Previous 0.01%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 13, 2025	BUY	$91.62 - $109.97 $219,338 - $263,268	2,394 Added 21.42%	13,572 $1.49 Million
Q1 2025 May 13, 2025	BUY	$100.56 - $108.28 $370,161 - $398,578	3,681 Added 49.1%	11,178 $1.15 Million
Q4 2024 Feb 14, 2025	BUY	$101.22 - $107.72 $40,184 - $42,764	397 Added 5.59%	7,497 $766,000
Q3 2024 Nov 14, 2024	BUY	$93.07 - $102.32 $40,485 - $44,509	435 Added 6.53%	7,100 $726,000
Q2 2024 Aug 12, 2024	BUY	$90.17 - $95.04 $209,555 - $220,872	2,324 Added 53.54%	6,665 $629,000
Q1 2024 May 14, 2024	BUY	$86.61 - $94.89 $375,974 - $411,917	4,341 New	4,341 $411,000

Others Institutions Holding EQWL

# of Institutions

158

Shares Held

7.74M

Call Options Held

Put Options Held

17.1K

View Full List

About INVESCO EXCHANGE-TRADED FD TR

Ticker EQWL
Sector ETFs
Industry ETFs

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Beacon Pointe Advisors, LLC Invesco Exchange Traded Fd Tr Transaction History