Certified Advisory Corp Invesco Exchange Traded Fd Tr Transaction History

Certified Advisory Corp

$698 Million
Q1 2024

Shares

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Aug 16, 2021	SELL	$75.61 - $81.02 $135,719 - $145,430	-1,795 Closed	0 $0
Q1 2021 May 10, 2021	SELL	$67.64 - $75.32 $3,179 - $3,540	-47 Reduced 2.55%	1,795 $135,000
Q2 2020 Jul 27, 2020	SELL	$45.66 - $61.36 $20,136 - $27,059	-441 Reduced 19.32%	1,842 $104,000
Q1 2020 Apr 27, 2020	SELL	$41.51 - $63.69 $7,720 - $11,846	-186 Reduced 7.53%	2,283 $109,000
Q4 2019 Jan 29, 2020	BUY	$55.23 - $62.09 $717 - $807	13 Added 0.53%	2,469 $152,000

Q3 2019 Nov 12, 2019	SELL	$54.45 - $58.22 $15,627 - $16,709	-287 Reduced 10.46%	2,456 $140,000
Q2 2019 Aug 07, 2019	BUY	$53.01 - $57.04 $689 - $741	13 Added 0.48%	2,743 $155,000
Q1 2019 May 07, 2019	BUY	$47.9 - $55.19 $431 - $496	9 Added 0.33%	2,730 $150,000
Q4 2018 Feb 04, 2019	BUY	$45.99 - $56.45 $781 - $959	17 Added 0.63%	2,721 $132,000
Q3 2018 Nov 13, 2018	BUY	$53.2 - $56.84 $691 - $738	13 Added 0.48%	2,704 $152,000
Q2 2018 Aug 14, 2018	BUY	$50.35 - $54.45 $135,491 - $146,524	2,691 New	2,691 $144,000

Others Institutions Holding EQWL

# of Institutions

99

Shares Held

3.41M

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

534K
Shares

$50.8 Million
0.03% of portfolio
Morgan Stanley New York, NY

295K
Shares

$28.1 Million
0.0% of portfolio
Fiduciary Planning LLC Coral Springs, FL

289K
Shares

$27.5 Million
12.91% of portfolio
Cetera Investment Advisers Schaumburg, IL

251K
Shares

$23.9 Million
0.06% of portfolio
Bank Of America Corp Charlotte, NC

188K
Shares

$17.9 Million
0.0% of portfolio

About INVESCO EXCHANGE-TRADED FD TR

Ticker EQWL
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