Kingsview Wealth Management, LLC Invesco Exchange Traded Fd Tr Transaction History

Kingsview Wealth Management, LLC

  • $5.28 Billion
  • Q2 2025

A detailed history of Kingsview Wealth Management, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Kingsview Wealth Management, LLC holds 2,770 shares of EQWL stock, worth $316,140. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,770
Previous 2,857 3.05%
Holding current value
$316,140
Previous $294,000 3.4%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Aug 08, 2025
SELL
$91.62 - $109.97 $7,970 - $9,567
-87 Reduced 3.05%
2,770 $304,000
Q1 2025

May 02, 2025
BUY
$100.56 - $108.28 $1,206 - $1,299
12 Added 0.42%
2,857 $294,000
Q4 2024

Jan 28, 2025
BUY
$101.22 - $107.72 $49,192 - $52,351
486 Added 20.6%
2,845 $290,000
Q3 2024

Nov 12, 2024
BUY
$93.07 - $102.32 $219,552 - $241,372
2,359 New
2,359 $241,000
Q3 2023

Nov 07, 2023
BUY
$78.31 - $84.42 $453,179 - $488,538
5,787 New
5,787 $454,000

Others Institutions Holding EQWL

# of Institutions
161
Shares Held
7.77M
Call Options Held
0
Put Options Held
17.1K
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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