Fiduciary Planning LLC Invesco Exchange Traded Fd Tr Transaction History

Fiduciary Planning LLC

$257 Million
Q3 2025

A detailed history of Fiduciary Planning LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Fiduciary Planning LLC holds 137,900 shares of EQWL stock, worth $16 Million. This represents 6.16% of its overall portfolio holdings.

Number of Shares

137,900

Previous 140,513 1.86%

Holding current value

$16 Million

Previous $15.5 Million 2.34%

% of portfolio

6.16%

Previous 6.59%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 15, 2025	SELL	$108.47 - $114.7 $283,432 - $299,711	-2,613 Reduced 1.86%	137,900 $15.8 Million
Q2 2025 Jul 29, 2025	SELL	$91.62 - $109.97 $1.58 Million - $1.9 Million	-17,296 Reduced 10.96%	140,513 $15.5 Million
Q1 2025 Apr 11, 2025	SELL	$100.56 - $108.28 $1.55 Million - $1.67 Million	-15,417 Reduced 8.9%	157,809 $16.1 Million
Q4 2024 Jan 24, 2025	SELL	$101.22 - $107.72 $1.88 Million - $2 Million	-18,555 Reduced 9.68%	173,226 $17.7 Million
Q3 2024 Oct 22, 2024	SELL	$93.07 - $102.32 $2.6 Million - $2.86 Million	-27,925 Reduced 12.71%	191,781 $19.6 Million

Q2 2024 Aug 06, 2024	SELL	$90.17 - $95.04 $6.24 Million - $6.57 Million	-69,149 Reduced 23.94%	219,706 $20.8 Million
Q1 2024 Apr 29, 2024	BUY	$86.61 - $94.89 $618,828 - $677,989	7,145 Added 2.54%	288,855 $27.4 Million
Q4 2023 Jan 25, 2024	BUY	$74.98 - $87.87 $14.6 Million - $17.1 Million	194,321 Added 222.36%	281,710 $24.7 Million
Q3 2023 Oct 26, 2023	BUY	$78.31 - $84.42 $6.84 Million - $7.38 Million	87,389 New	87,389 $6.87 Million

Others Institutions Holding EQWL

# of Institutions

173

Shares Held

8.67M

Call Options Held

Put Options Held

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About INVESCO EXCHANGE-TRADED FD TR

Ticker EQWL
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Fiduciary Planning LLC Invesco Exchange Traded Fd Tr Transaction History