Purchases and Sales Made in Q4 2022 in Invesco ETF (EQAL)
This table provides information about the institutional ownership of Invesco ETF (EQAL) during Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2023
Q4 2022
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
89.6K+ 58.75% |
$3.32M - $3.82M
|
242K
$12.5M
|
|
|
Feb 10, 2023
Q4 2022
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
58.7KNew |
$2.18M - $2.5M
|
58.7K
$3.02M
|
|
|
Feb 14, 2023
Q4 2022
|
Davis Investment Partners, LLC
Charlotte, NC |
BUY
|
- |
43.3KNew |
$1.61M - $1.85M
|
43.3K
$2.23M
|
|
|
Jan 18, 2023
Q4 2022
|
Activest Wealth Management
|
BUY
|
- |
36KNew |
$1.33M - $1.54M
|
36K
$1.85M
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
23.6K+ 51.08% |
$876K - $1.01M
|
69.9K
$3.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
21KNew |
$777K - $894K
|
21K
$1.08M
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
17.8K+ 7.81% |
$659K - $759K
|
246K
$12.6M
|
|
|
Jan 20, 2023
Q4 2022
|
Mjp Associates Inc
|
BUY
|
- |
13.2KNew |
$488K - $561K
|
13.2K
$677K
|
|
|
Feb 13, 2023
Q4 2022
|
Black Swift Group, LLC
Boulder, CO |
BUY
|
- |
13K+ 7.06% |
$483K - $555K
|
198K
$10.2M
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
12.1K+ 4.48% |
$447K - $514K
|
281K
$14.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
9.39K+ 50.78% |
$348K - $400K
|
27.9K
$1.44M
|
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
BUY
|
- |
5.22KNew |
$194K - $223K
|
5.22K
$269K
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
2.76K+ 50.53% |
$102K - $118K
|
8.23K
$424K
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2.7KNew |
$100K - $115K
|
2.7K
$139K
|
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.53K+ 10.86% |
$93.8K - $108K
|
25.8K
$1.33M
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.76K+ 7.86% |
$65.3K - $75.1K
|
24.2K
$1.24M
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.76KNew |
$65.1K - $74.9K
|
1.76K
$90.4K
|
|
|
Feb 07, 2023
Q4 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
1.58K+ 3.34% |
$58.4K - $67.2K
|
48.7K
$2.51M
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.54KNew |
$56.9K - $65.5K
|
1.54K
$79.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
1.24K+ 8.06% |
$45.9K - $52.7K
|
16.6K
$855K
|
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
BUY
|
- |
1.22KNew |
$45.1K - $51.9K
|
1.22K
$62.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.16K+ 11.12% |
$43.1K - $49.5K
|
11.6K
$598K
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.06K+ 0.8% |
$39.1K - $45K
|
133K
$6.87M
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.04K+ 2.45% |
$38.5K - $44.3K
|
43.4K
$2.24M
|
|
|
Feb 13, 2023
Q4 2022
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
700+ 5.13% |
$25.9K - $29.8K
|
14.4K
$739K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
698New |
$25.9K - $29.8K
|
698
$35.9K
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
671+ 4.18% |
$24.9K - $28.6K
|
16.7K
$861K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
426New |
$15.8K - $18.2K
|
426
$21.9K
|
|
|
Feb 09, 2023
Q4 2022
|
Sfe Investment Counsel
Los Angeles, CA |
BUY
|
- |
371+ 1.19% |
$13.8K - $15.8K
|
31.5K
$1.62M
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
287New |
$10.6K - $12.2K
|
287
$14.8K
|
|
|
Feb 07, 2023
Q4 2022
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
40New |
$1.48K - $1.71K
|
40
$2.06K
|
|
|
Jan 10, 2023
Q4 2022
|
Coldstream Capital Management Inc
|
BUY
|
- |
36+ 0.56% |
$1.33K - $1.54K
|
6.43K
$331K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
4New |
$148 - $171
|
4
$206
|
|
|
Feb 01, 2023
Q4 2022
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-1- 0.16% |
$37.1 - $42.6
|
633
$32.6K
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-40- 2.94% |
$1.48K - $1.71K
|
1.32K
$68K
|
|
|
Feb 02, 2023
Q4 2022
|
Ulrich Consultants & Investment Group, LLC
Albuquerque, NM |
SELL
|
- |
-75- 0.22% |
$2.78K - $3.2K
|
34.4K
$1.77M
|
|
|
Feb 02, 2023
Q4 2022
|
Empire Life Investments Inc.
|
SELL
|
- |
-100- 0.85% |
$3.71K - $4.26K
|
11.6K
$597K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-321- 4.31% |
$11.9K - $13.7K
|
7.12K
$367K
|
|
|
Jan 19, 2023
Q4 2022
|
Rothschild Investment Corp
|
SELL
|
- |
-957- 5.2% |
$35.5K - $40.8K
|
17.4K
$898K
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-986- 13.34% |
$36.6K - $42K
|
6.41K
$330K
|
|
|
Jan 17, 2023
Q4 2022
|
Rede Wealth, LLC
|
SELL
|
- |
-1.11K- 11.99% |
$41K - $47.2K
|
8.12K
$418K
|
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-2.25K- 1.94% |
$83.4K - $95.9K
|
114K
$5.87M
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-3.39K- 25.9% |
$125K - $144K
|
9.68K
$499K
|
|
|
Feb 16, 2023
Q4 2022
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-5.65KClosed |
$209K - $241K
|
0
$0
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-5.89K- 17.44% |
$218K - $251K
|
27.9K
$1.44M
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-6.07K- 18.96% |
$225K - $259K
|
26K
$1.34M
|
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-8.06K- 2.47% |
$299K - $343K
|
318K
$16.4M
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-15.6K- 10.13% |
$579K - $666K
|
139K
$7.14M
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-235K- 5.31% |
$8.7M - $10M
|
4.19M
$216M
|