Cm Wealth Advisors LLC Invesco Exchange Traded Fd Tr Transaction History

Cm Wealth Advisors LLC

  • $359 Million
  • Q3 2025

A detailed history of Cm Wealth Advisors LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Cm Wealth Advisors LLC holds 116,249 shares of EQWL stock, worth $13.5 Million. This represents 3.71% of its overall portfolio holdings.

Number of Shares
116,249
Previous 105,982 9.69%
Holding current value
$13.5 Million
Previous $11.7 Million 14.39%
% of portfolio
3.71%
Previous 3.56%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 05, 2025
BUY
$108.47 - $114.7 $1.11 Million - $1.18 Million
10,267 Added 9.69%
116,249 $13.3 Million
Q2 2025

Aug 06, 2025
SELL
$91.62 - $109.97 $693,013 - $831,813
-7,564 Reduced 6.66%
105,982 $11.7 Million
Q1 2025

Apr 24, 2025
BUY
$100.56 - $108.28 $11.4 Million - $12.3 Million
113,546 New
113,546 $11.7 Million

Others Institutions Holding EQWL

# of Institutions
173
Shares Held
8.67M
Call Options Held
0
Put Options Held
0
View Full List

About INVESCO EXCHANGE-TRADED FD TR

EQWL Quotes by TradingView
  • Ticker EQWL
  • Sector ETFs
  • Industry ETFs
More about EQWL
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