Institutional Ownership Invesco ETF (EQAL)
This table provides information about the institutional ownership of Invesco ETF (EQAL). We have compiled data on the 84 institutions that hold shares in the stock, with a total of 5.97 Million shares, which have been reported (via 13F filing form) to have a value of $291 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Integris Wealth Management, LLC
Monterey, CA |
Jul 19, 2024 Q2 2024 |
5,200
shares
|
$253,031
0.07% of portfolio
|
Q4 2023
New holding
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
5,151
shares
|
$250,647
0.0% of portfolio
|
Q2 2023
Reduced 7.04%
|
|
Dodds Wealth, LLC
Greenwood Village, CO |
Jul 25, 2024 Q2 2024 |
5,093
shares
|
$247,825
0.09% of portfolio
|
Q4 2023
New holding
|
|
Us Bancorp \De\
|
Aug 06, 2024 Q2 2024 |
4,946
shares
|
$240,672
0.0% of portfolio
|
Q1 2024
Reduced 5.3%
|
|
Glenmede Trust CO Na
Philadelphia, PA |
Aug 14, 2024 Q2 2024 |
4,209
shares
|
$204,809
0.0% of portfolio
|
Q2 2024
New holding
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 26, 2024 Q2 2024 |
2,758
shares
|
$134,204
0.0% of portfolio
|
Q2 2024
Added 27.57%
|
|
Brown Brothers Harriman & CO
New York, NY |
Aug 09, 2024 Q2 2024 |
2,500
shares
|
$121,649
0.0% of portfolio
|
Q4 2023
New holding
|
|
Allworth Financial LP
|
Jul 23, 2024 Q2 2024 |
1,400
shares
|
$68,124
0.0% of portfolio
|
Q4 2023
New holding
|
|
Spire Wealth Management
|
Jul 31, 2024 Q2 2024 |
1,216
shares
|
$59,170
0.0% of portfolio
|
Q4 2022
New holding
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Jul 23, 2024 Q2 2024 |
1,056
shares
|
$51,384
0.0% of portfolio
|
Q3 2023
Reduced 39.86%
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
1,000
shares
|
$48,660
0.0% of portfolio
|
Q2 2023
New holding
|
|
Blair William & CO
Chicago, IL |
Aug 12, 2024 Q2 2024 |
982
shares
|
$47,784
0.0% of portfolio
|
Q3 2023
Reduced 60.55%
|
|
Goodman Advisory Group, LLC
|
Aug 15, 2024 Q2 2024 |
752
shares
|
$36,592
0.01% of portfolio
|
Q2 2024
New holding
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 09, 2024 Q2 2024 |
532
shares
|
$25,887
0.0% of portfolio
|
Q3 2022
Reduced 46.8%
|
|
Steward Partners Investment Advisory, LLC
|
Aug 08, 2024 Q2 2024 |
523
shares
|
$25,449
0.0% of portfolio
|
Q2 2024
New holding
|
|
Game Plan Financial Advisors, LLC
|
Aug 01, 2024 Q2 2024 |
500
shares
|
$24,330
0.01% of portfolio
|
Q4 2023
New holding
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 15, 2024 Q2 2024 |
426
shares
|
$20,729
0.0% of portfolio
|
Q4 2022
New holding
|
|
Jpmorgan Chase & CO
New York, NY |
Aug 12, 2024 Q2 2024 |
421
shares
|
$20,485
0.0% of portfolio
|
Q2 2024
New holding
|
|
America First Investment Advisors, LLC
|
Aug 07, 2024 Q2 2024 |
371
shares
|
$18,052
0.0% of portfolio
|
Q2 2024
Added 7.23%
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Jul 18, 2024 Q2 2024 |
300
shares
|
$14,597
0.0% of portfolio
|
Q2 2024
New holding
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
300
shares
|
$14,597
0.0% of portfolio
|
Q2 2024
New holding
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jul 30, 2024 Q2 2024 |
250
shares
|
$12,165
0.0% of portfolio
|
Q2 2024
New holding
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Aug 14, 2024 Q2 2024 |
249
shares
|
$12,116
0.0% of portfolio
|
Q4 2023
New holding
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
217
shares
|
$10,559
0.0% of portfolio
|
Q1 2020
Added 23.04%
|
|
Comerica Bank
|
Aug 15, 2024 Q2 2024 |
140
shares
|
$6,812
0.0% of portfolio
|
Q2 2024
Reduced 14.63%
|