Purchases and Sales Made in Q2 2024 in Invesco ETF (EQAL)
This table provides information about the institutional ownership of Invesco ETF (EQAL) during Q2 2024. The information is specifically focused on institutions that hold shares of INVESCO ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 12, 2024
Q2 2024
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
125KNew |
$5.4M - $5.76M
|
125K
$6.42M
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
17.6K+ 88.31% |
$762K - $812K
|
37.5K
$1.93M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
17.4K+ 3.0% |
$756K - $805K
|
599K
$30.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
17.3KNew |
$750K - $799K
|
17.3K
$891K
|
|
|
Jul 31, 2024
Q2 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
14.4K+ 288.04% |
$625K - $666K
|
19.4K
$1M
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
11.5K+ 26.83% |
$499K - $532K
|
54.5K
$2.81M
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
11.5KNew |
$497K - $530K
|
11.5K
$591K
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
11.4KNew |
$496K - $529K
|
11.4K
$589K
|
|
|
Aug 09, 2024
Q2 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
9.02KNew |
$391K - $416K
|
9.02K
$464K
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
4.55K+ 29.13% |
$197K - $210K
|
20.2K
$1.04M
|
|
|
Aug 14, 2024
Q2 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
4.21KNew |
$182K - $194K
|
4.21K
$217K
|
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
3.29K+ 21.54% |
$142K - $152K
|
18.5K
$955K
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
2.77K+ 21.71% |
$120K - $128K
|
15.5K
$799K
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.59K+ 14.14% |
$112K - $119K
|
20.9K
$1.07M
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.88K+ 31.67% |
$81.3K - $86.7K
|
7.8K
$402K
|
|
|
Aug 15, 2024
Q2 2024
|
Goodman Advisory Group, LLC
|
BUY
|
- |
752New |
$32.6K - $34.7K
|
752
$38.7K
|
|
|
Aug 13, 2024
Q2 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
725+ 1.37% |
$31.4K - $33.5K
|
53.7K
$2.76M
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
596+ 27.57% |
$25.8K - $27.5K
|
2.76K
$142K
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
523New |
$22.7K - $24.2K
|
523
$26.9K
|
|
|
Jul 25, 2024
Q2 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
425+ 0.91% |
$18.4K - $19.6K
|
47.3K
$2.44M
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
421New |
$18.2K - $19.4K
|
421
$21.7K
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
386+ 2.95% |
$16.7K - $17.8K
|
13.5K
$694K
|
|
|
Aug 14, 2024
Q2 2024
|
Longview Financial Advisors, Inc.
Huntsville, AL |
BUY
|
- |
381+ 0.8% |
$16.5K - $17.6K
|
47.8K
$2.46M
|
|
|
Oct 18, 2024
Q2 2024
|
Longview Financial Advisors, Inc.
Huntsville, AL |
BUY
|
- |
380+ 0.8% |
$16.5K - $17.6K
|
47.8K
$2.46M
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
300New |
$13K - $13.9K
|
300
$15.5K
|
|
|
Jul 18, 2024
Q2 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
300New |
$13K - $13.9K
|
300
$15.5K
|
|
|
Aug 05, 2024
Q2 2024
|
Sfe Investment Counsel
Los Angeles, CA |
BUY
|
- |
274+ 0.79% |
$11.9K - $12.7K
|
34.8K
$1.79M
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
250New |
$10.8K - $11.5K
|
250
$12.9K
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
186+ 0.52% |
$8.06K - $8.59K
|
35.7K
$1.84M
|
|
|
Aug 07, 2024
Q2 2024
|
America First Investment Advisors, LLC
|
BUY
|
- |
25+ 7.23% |
$1.08K - $1.15K
|
371
$19.1K
|
|
|
Jul 24, 2024
Q2 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
20+ 0.32% |
$867 - $924
|
6.27K
$323K
|
|
|
Aug 12, 2024
Q2 2024
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
9+ 0.11% |
$390 - $416
|
8.27K
$426K
|
|
|
Jul 23, 2024
Q2 2024
|
Psi Advisors, LLC
|
BUY
|
- |
1+ 1.67% |
$43.3 - $46.2
|
61
$3.14K
|
|
|
Jul 30, 2024
Q2 2024
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-24- 14.63% |
$1.04K - $1.11K
|
140
$7.21K
|
|
|
Aug 02, 2024
Q2 2024
|
Rede Wealth, LLC
|
SELL
|
- |
-150- 2.16% |
$6.5K - $6.93K
|
6.79K
$349K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-153- 1.72% |
$6.63K - $7.07K
|
8.74K
$450K
|
|
|
Aug 06, 2024
Q2 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-169- 0.99% |
$7.32K - $7.81K
|
16.9K
$870K
|
|
|
Aug 14, 2024
Q2 2024
|
Wick Capital Partners, LLC
Wayne, PA |
SELL
|
- |
-212- 0.27% |
$9.19K - $9.79K
|
78K
$4.02M
|
|
|
Jul 31, 2024
Q2 2024
|
Fielder Capital Group LLC
Nashville, TN |
SELL
|
- |
-225- 1.68% |
$9.75K - $10.4K
|
13.2K
$679K
|
|
|
Aug 12, 2024
Q2 2024
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
SELL
|
- |
-394- 2.32% |
$17.1K - $18.2K
|
16.6K
$853K
|
|
|
Jul 18, 2024
Q2 2024
|
Davis Investment Partners, LLC
Charlotte, NC |
SELL
|
- |
-599- 1.57% |
$26K - $27.7K
|
37.5K
$1.93M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-967- 10.02% |
$41.9K - $44.7K
|
8.68K
$447K
|
|
|
Aug 02, 2024
Q2 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1.42K- 10.99% |
$61.7K - $65.7K
|
11.5K
$594K
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.48K- 22.02% |
$64.1K - $68.4K
|
5.24K
$270K
|
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-1.77K- 19.14% |
$76.8K - $81.9K
|
7.49K
$386K
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1.79K- 13.12% |
$77.6K - $82.8K
|
11.9K
$611K
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.89K- 8.62% |
$81.7K - $87.1K
|
20K
$1.03M
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.94K- 97.0% |
$84.1K - $89.7K
|
60
$3.09K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.21K- 18.99% |
$139K - $148K
|
13.7K
$705K
|