Fiduciary Planning LLC Invesco Exchange Traded Fd Tr Transaction History

Fiduciary Planning LLC

$235 Million
Q2 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 140,513 shares of EQWL stock, worth $15.5 Million. This represents 6.59% of its overall portfolio holdings.

Number of Shares

140,513

Previous 157,809 10.96%

Holding current value

$15.5 Million

Previous $16.1 Million 4.16%

% of portfolio

6.59%

Previous 6.94%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

155

Shares Held

7.66M

Call Options Held

Put Options Held

17.1K

View Full List

About INVESCO EXCHANGE-TRADED FD TR

Ticker EQWL
Sector ETFs
Industry ETFs

More about EQWL

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Fiduciary Planning LLC, based on Form 13F filings with the SEC.

News

Stay updated on Fiduciary Planning LLC with notifications on news.

Account

Fiduciary Planning LLC Invesco Exchange Traded Fd Tr Transaction History