Purchases and Sales Made in Q3 2024 in Invesco ETF (EQAL)
This table provides information about the institutional ownership of Invesco ETF (EQAL) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 21, 2024
Q3 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
13.7K+ 151.66% |
$605K - $665K
|
22.7K
$1.17M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
9.8KNew |
$434K - $477K
|
9.8K
$505K
|
|
|
Oct 09, 2024
Q3 2024
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
8.6K+ 6.9% |
$381K - $419K
|
133K
$6.87M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
7.93KNew |
$351K - $386K
|
7.93K
$408K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
5.74K+ 0.96% |
$254K - $279K
|
604K
$31.1M
|
|
|
Oct 09, 2024
Q3 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
4.19KNew |
$186K - $204K
|
4.19K
$216K
|
|
|
Oct 22, 2024
Q3 2024
|
Sol Capital Management CO
|
BUY
|
- |
4.16KNew |
$184K - $202K
|
4.16K
$214K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
4.15KNew |
$184K - $202K
|
4.15K
$214K
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
3.86K+ 24.9% |
$171K - $188K
|
19.4K
$998K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
3.58K+ 17.17% |
$159K - $174K
|
24.5K
$1.26M
|
|
|
Nov 14, 2024
Q3 2024
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
2.95K+ 3.78% |
$130K - $143K
|
80.9K
$4.17M
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
2.87KNew |
$127K - $139K
|
2.87K
$148K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.77K+ 5.09% |
$123K - $135K
|
57.2K
$2.95M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
2.66K+ 2.31% |
$118K - $130K
|
118K
$6.06M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.72K+ 12.77% |
$76.1K - $83.7K
|
15.2K
$782K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.68K+ 1.22% |
$74.3K - $81.7K
|
139K
$7.16M
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
1.5K+ 8.66% |
$66.3K - $72.9K
|
18.8K
$968K
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
831+ 4.48% |
$36.8K - $40.4K
|
19.4K
$998K
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
337New |
$14.9K - $16.4K
|
337
$17.4K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
133+ 1.53% |
$5.89K - $6.47K
|
8.82K
$454K
|
|
|
Oct 18, 2024
Q3 2024
|
Longview Financial Advisors, Inc.
Huntsville, AL |
BUY
|
- |
116+ 0.24% |
$5.13K - $5.64K
|
47.9K
$2.47M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
111+ 118.09% |
$4.91K - $5.4K
|
205
$10.6K
|
|
|
Oct 18, 2024
Q3 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
45+ 0.72% |
$1.99K - $2.19K
|
6.3K
$324K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
35+ 0.31% |
$1.55K - $1.7K
|
11.5K
$592K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
32+ 0.61% |
$1.42K - $1.56K
|
5.27K
$272K
|
|
|
Nov 12, 2024
Q3 2024
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
10+ 0.12% |
$443 - $487
|
8.28K
$427K
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
2+ 0.02% |
$88.5 - $97.3
|
11.5K
$594K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-8- 13.33% |
$354 - $389
|
52
$2.68K
|
|
|
Oct 17, 2024
Q3 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
SELL
|
- |
-20- 0.32% |
$885 - $973
|
6.25K
$322K
|
|
|
Oct 18, 2024
Q3 2024
|
Rede Wealth, LLC
|
SELL
|
- |
-30- 0.44% |
$1.33K - $1.46K
|
6.76K
$348K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-35- 1.27% |
$1.55K - $1.7K
|
2.72K
$140K
|
|
|
Oct 15, 2024
Q3 2024
|
Longview Financial Advisors, Inc.
Huntsville, AL |
SELL
|
- |
-381- 0.8% |
$16.9K - $18.5K
|
47.4K
$2.44M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-574- 6.57% |
$25.4K - $27.9K
|
8.17K
$421K
|
|
|
Oct 07, 2024
Q3 2024
|
Davis Investment Partners, LLC
Charlotte, NC |
SELL
|
- |
-599- 1.6% |
$26.5K - $29.1K
|
36.9K
$1.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-963- 3.23% |
$42.6K - $46.9K
|
28.9K
$1.49M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.19K- 5.96% |
$52.7K - $57.9K
|
18.8K
$968K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.89K- 5.3% |
$83.7K - $92.1K
|
33.8K
$1.74M
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-1.91K- 16.67% |
$84.4K - $92.8K
|
9.54K
$491K
|
|
|
Oct 24, 2024
Q3 2024
|
Sfe Investment Counsel
Los Angeles, CA |
SELL
|
- |
-2.23K- 6.42% |
$98.8K - $109K
|
32.5K
$1.68M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-2.91K- 37.26% |
$129K - $141K
|
4.89K
$252K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-3.84K- 27.88% |
$170K - $187K
|
9.92K
$511K
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-4.41K- 58.85% |
$195K - $215K
|
3.08K
$159K
|
|
|
Nov 12, 2024
Q3 2024
|
Fielder Capital Group LLC
Nashville, TN |
SELL
|
- |
-4.7K- 35.61% |
$208K - $228K
|
8.49K
$437K
|
|
|
Oct 24, 2024
Q3 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-4.74K- 10.03% |
$210K - $231K
|
42.6K
$2.19M
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-5.48K- 3.3% |
$243K - $267K
|
161K
$8.28M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-5.94K- 43.39% |
$263K - $289K
|
7.76K
$399K
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-6.61K- 55.72% |
$293K - $322K
|
5.26K
$271K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-12K- 5.28% |
$530K - $583K
|
215K
$11.1M
|
|
|
Oct 29, 2024
Q3 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-14.5K- 74.52% |
$641K - $705K
|
4.95K
$255K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-25.7K- 68.59% |
$1.14M - $1.25M
|
11.8K
$607K
|