A detailed history of Foundations Investment Advisors, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Foundations Investment Advisors, LLC holds 12,909 shares of EQWL stock, worth $1.47 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
12,909
Previous 7,901 63.38%
Holding current value
$1.47 Million
Previous $814,000 74.32%
% of portfolio
0.02%
Previous 0.02%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 08, 2025

BUY
$91.62 - $109.97 $458,832 - $550,729
5,008 Added 63.38%
12,909 $1.42 Million
Q1 2025

May 07, 2025

BUY
$100.56 - $108.28 $97,040 - $104,490
965 Added 13.91%
7,901 $814,000
Q4 2024

Jan 22, 2025

SELL
$101.22 - $107.72 $117,516 - $125,062
-1,161 Reduced 14.34%
6,936 $709,000
Q3 2024

Oct 21, 2024

SELL
$93.07 - $102.32 $36,855 - $40,518
-396 Reduced 4.66%
8,097 $828,000
Q2 2024

Aug 02, 2024

BUY
$90.17 - $95.04 $142,829 - $150,543
1,584 Added 22.93%
8,493 $802,000
Q1 2024

May 13, 2024

BUY
$86.61 - $94.89 $598,388 - $655,595
6,909 New
6,909 $655,000

Others Institutions Holding EQWL

About INVESCO EXCHANGE-TRADED FD TR


  • Ticker EQWL
  • Sector ETFs
  • Industry ETFs
More about EQWL
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