Institutional Ownership Invesco ETF (EQAL)
This table provides information about the institutional ownership of Invesco ETF (EQAL). We have compiled data on the 92 institutions that hold shares in the stock, with a total of 6.14 Million shares, which have been reported (via 13F filing form) to have a value of $282 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
840
shares
|
$38,572
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Brown Brothers Harriman & CO
New York, NY |
May 14, 2025 Q1 2025 |
728
shares
|
$33,429
0.0% of portfolio
|
Q1 2025
Reduced 70.88%
|
|
|
Ubs Asset Management Americas Inc
Chicago, IL |
May 19, 2025 Q1 2025 |
597
shares
|
$27,414
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Game Plan Financial Advisors, LLC
|
May 19, 2025 Q1 2025 |
500
shares
|
$22,960
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
430
shares
|
$19,745
0.0% of portfolio
|
Q4 2024
Reduced 19.17%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
426
shares
|
$19,561
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
300
shares
|
$13,776
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Bridge Generations Wealth Management LLC
South Miami, FL |
May 01, 2025 Q1 2025 |
283
shares
|
$12,995
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Apr 23, 2025 Q1 2025 |
275
shares
|
$12,628
0.01% of portfolio
|
Q1 2025
Added 10.0%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
217
shares
|
$9,964
0.0% of portfolio
|
Q1 2020
Added 23.04%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
205
shares
|
$9,413
0.0% of portfolio
|
Q3 2024
Added 118.09%
|
|
|
Cx Institutional
|
Apr 15, 2025 Q1 2025 |
92
shares
|
$4,224
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sound Income Strategies, LLC
|
Apr 17, 2025 Q1 2025 |
76
shares
|
$3,489
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
62
shares
|
$2,847
0.0% of portfolio
|
Q1 2025
Reduced 19.48%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
18
shares
|
$826
0.0% of portfolio
|
Q3 2022
Reduced 98.31%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
1
shares
|
$45
0.0% of portfolio
|
Q4 2024
Reduced 98.08%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
Closed
|