Institutional Ownership Invesco Exchange Traded Fd Tr (EQWL)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (EQWL). We have compiled data on the 135 institutions that hold shares in the stock, with a total of 5.57 Million shares, which have been reported (via 13F filing form) to have a value of $582 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
917,803
shares
|
$96 Million
0.04% of portfolio
|
Q1 2025
Added 16.72%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
519,773
shares
|
$54.3 Million
0.11% of portfolio
|
Q1 2025
Added 12.93%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
440,201
shares
|
$46 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.41%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
277,509
shares
|
$29 Million
0.01% of portfolio
|
Q1 2025
Added 6.44%
|
|
|
Bond & Devick Financial Network, Inc.
|
Apr 08, 2025 Q1 2025 |
275,766
shares
|
$28.8 Million
10.69% of portfolio
|
Q1 2025
Added 49.13%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
235,934
shares
|
$24.7 Million
0.06% of portfolio
|
Q1 2025
Added 492.5%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
208,093
shares
|
$21.8 Million
0.0% of portfolio
|
Q1 2025
Added 11.39%
|
|
|
Fiduciary Planning LLC
Coral Springs, FL |
Apr 11, 2025 Q1 2025 |
157,809
shares
|
$16.5 Million
6.94% of portfolio
|
Q1 2025
Reduced 8.9%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
144,918
shares
|
$15.2 Million
0.09% of portfolio
|
Q1 2025
Added 31.05%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
139,976
shares
|
$14.6 Million
0.01% of portfolio
|
Q1 2025
Added 27.63%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
139,631
shares
|
$14.6 Million
0.09% of portfolio
|
Q1 2025
Added 2047.51%
|
|
|
Prentice Wealth Management LLC
|
Apr 16, 2025 Q1 2025 |
124,537
shares
|
$13 Million
3.79% of portfolio
|
Q1 2025
Added 1.57%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
115,638
shares
|
$12.1 Million
0.04% of portfolio
|
Q1 2025
Added 4.45%
|
|
|
Cm Wealth Advisors LLC
Beachwood, OH |
Apr 24, 2025 Q1 2025 |
113,546
shares
|
$11.9 Million
3.78% of portfolio
|
Q1 2025
New holding
|
|
|
Jones Financial Companies Lllp
|
May 16, 2025 Q1 2025 |
110,122
shares
|
$11.5 Million
0.0% of portfolio
|
Q1 2025
Added 110.43%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
107,185
shares
|
$11.2 Million
0.02% of portfolio
|
Q1 2025
Reduced 1.26%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
88,895
shares
|
$9.29 Million
0.18% of portfolio
|
Q1 2025
Added 1.61%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
85,128
shares
|
$8.9 Million
0.01% of portfolio
|
Q3 2024
Added 7.66%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
83,115
shares
|
$8.69 Million
0.01% of portfolio
|
Q1 2025
Added 13.07%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
68,551
shares
|
$7.17 Million
0.0% of portfolio
|
Q1 2025
Added 19.05%
|
|
|
Able Wealth Management LLC
Lakewood, NJ |
Apr 28, 2025 Q1 2025 |
66,038
shares
|
$6.9 Million
4.02% of portfolio
|
Q1 2025
Added 9.16%
|
|
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
Apr 21, 2025 Q1 2025 |
58,685
shares
|
$6.14 Million
2.56% of portfolio
|
Q1 2025
Reduced 0.23%
|
|
|
Beck Capital Management, LLC
Austin, TX |
May 15, 2025 Q1 2025 |
54,153
shares
|
$5.66 Million
1.88% of portfolio
|
Q1 2025
Reduced 5.16%
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
51,894
shares
|
$5.43 Million
0.01% of portfolio
|
Q1 2025
Added 22.98%
|
|
|
Merit Financial Group, LLC
|
Apr 09, 2025 Q1 2025 |
49,912
shares
|
$5.22 Million
0.08% of portfolio
|
Q1 2025
Added 6.32%
|