Purchases and Sales Made in Q4 2024 in Invesco ETF (EQAL)
This table provides information about the institutional ownership of Invesco ETF (EQAL) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
112KNew |
$5.37M - $5.81M
|
112K
$5.58M
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
85.8KNew |
$4.12M - $4.46M
|
85.8K
$4.28M
|
|
|
Jan 29, 2025
Q4 2024
|
Shade Tree Advisors LLC
Saratoga Springs, NY |
BUY
|
- |
20.6KNew |
$987K - $1.07M
|
20.6K
$1.03M
|
|
|
Jan 31, 2025
Q4 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
6.17KNew |
$296K - $321K
|
6.17K
$308K
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
5.04KNew |
$242K - $262K
|
5.04K
$251K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.59K+ 10.44% |
$76.1K - $82.3K
|
16.8K
$837K
|
|
|
Jan 13, 2025
Q4 2024
|
Davis Investment Partners, LLC
Charlotte, NC |
BUY
|
- |
802+ 2.17% |
$38.5K - $41.7K
|
37.7K
$1.88M
|
|
|
Jan 13, 2025
Q4 2024
|
Friedenthal Financial
|
BUY
|
- |
125New |
$6K - $6.49K
|
125
$6.24K
|
|
|
Jan 28, 2025
Q4 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
24+ 0.38% |
$1.15K - $1.25K
|
6.32K
$316K
|
|
|
Jan 31, 2025
Q4 2024
|
Longview Financial Advisors, Inc.
Huntsville, AL |
BUY
|
- |
3+ 0.01% |
$144 - $156
|
47.9K
$2.39M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
2+ 0.02% |
$96 - $104
|
11.5K
$575K
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
SELL
|
- |
-4- 0.1% |
$192 - $208
|
4.19K
$209K
|
|
|
Jan 28, 2025
Q4 2024
|
Rede Wealth, LLC
|
SELL
|
- |
-134- 1.98% |
$6.43K - $6.96K
|
6.62K
$330K
|
|
|
Jan 24, 2025
Q4 2024
|
Lunt Capital Management, Inc.
Holladay, UT |
SELL
|
- |
-372- 2.62% |
$17.9K - $19.3K
|
13.8K
$689K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-406- 0.71% |
$19.5K - $21.1K
|
56.8K
$2.84M
|
|
|
Feb 04, 2025
Q4 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-596- 1.4% |
$28.6K - $31K
|
42K
$2.09M
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-729- 7.65% |
$35K - $37.9K
|
8.81K
$439K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.91K- 19.23% |
$91.6K - $99.1K
|
8.01K
$400K
|
|
|
Jan 29, 2025
Q4 2024
|
Sfe Investment Counsel
Los Angeles, CA |
SELL
|
- |
-2.9K- 8.92% |
$139K - $151K
|
29.6K
$1.48M
|
|
|
Jan 14, 2025
Q4 2024
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-2.91K- 2.18% |
$139K - $151K
|
130K
$6.51M
|
|
|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-2.96K- 13.06% |
$142K - $154K
|
19.7K
$984K
|
|
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-93.9K- 84.0% |
$4.51M - $4.88M
|
17.9K
$892K
|