Horizon Wealth Management, LLC Invesco ETF Transaction History

Horizon Wealth Management, LLC

$526 Million
Q2 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 02, 2022	SELL	$38.38 - $47.14 $603,487 - $741,229	-15,724 Closed	0 $0
Q1 2022 May 12, 2022	BUY	$43.29 - $47.7 $680,691 - $750,034	15,724 New	15,724 $731,000

Others Institutions Holding EQAL

# of Institutions

95

Shares Held

7.42M

Call Options Held

0

Put Options Held

0

Stifel Financial Corp St. Louis, MO

4.67M
Shares

$238 Million
0.23% of portfolio
Wick Capital Partners, LLC Wayne, PA

461K
Shares

$23.5 Million
3.19% of portfolio
Bank Of America Corp Charlotte, NC

265K
Shares

$13.5 Million
0.0% of portfolio
Fort Point Capital Partners LLC San Francisco, CA

247K
Shares

$12.6 Million
1.05% of portfolio
Lpl Financial LLC Fort Mill, SC

210K
Shares

$10.7 Million
0.0% of portfolio

About INVESCO ETF

Ticker EQAL
Sector ETFs
Industry ETFs

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