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 107 institutions that hold shares in the stock, with a total of 3.93 Million shares, which have been reported (via 13F filing form) to have a value of $411 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
679,701
shares
|
$71.1 Million
0.03% of portfolio
|
Q3 2024
Added 20.24%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
406,751
shares
|
$42.5 Million
0.09% of portfolio
|
Q3 2024
Added 60.53%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
359,467
shares
|
$37.6 Million
0.0% of portfolio
|
Q3 2024
Added 18.98%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
203,326
shares
|
$21.3 Million
0.0% of portfolio
|
Q3 2024
Added 3.1%
|
|
|
Fiduciary Planning LLC
Coral Springs, FL |
Oct 22, 2024 Q3 2024 |
191,781
shares
|
$20.1 Million
8.92% of portfolio
|
Q3 2024
Reduced 12.71%
|
|
|
Bond & Devick Financial Network, Inc.
|
Nov 04, 2024 Q3 2024 |
184,919
shares
|
$19.3 Million
8.24% of portfolio
|
Q3 2024
Added 52.49%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
182,862
shares
|
$19.1 Million
0.0% of portfolio
|
Q3 2024
Added 2.4%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
155,052
shares
|
$16.2 Million
0.03% of portfolio
|
Q3 2024
Reduced 8.72%
|
|
|
Prentice Wealth Management LLC
|
Oct 07, 2024 Q3 2024 |
122,955
shares
|
$12.9 Million
3.83% of portfolio
|
Q3 2024
Added 1.26%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
103,932
shares
|
$10.9 Million
0.04% of portfolio
|
Q3 2024
Reduced 2.35%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
103,103
shares
|
$10.8 Million
0.02% of portfolio
|
Q3 2024
Added 6.92%
|
|
|
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%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
82,161
shares
|
$8.59 Million
0.06% of portfolio
|
Q3 2024
Added 5.94%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
68,946
shares
|
$7.21 Million
0.01% of portfolio
|
Q3 2024
Added 19.68%
|
|
|
Beck Capital Management, LLC
Austin, TX |
Nov 14, 2024 Q3 2024 |
58,066
shares
|
$6.07 Million
1.81% of portfolio
|
Q3 2024
Added 4.68%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
57,901
shares
|
$6.05 Million
0.0% of portfolio
|
Q3 2024
Added 7.72%
|
|
|
First National Trust CO
|
Nov 05, 2024 Q3 2024 |
57,570
shares
|
$6.02 Million
0.23% of portfolio
|
Q3 2024
Reduced 2.7%
|
|
|
Able Wealth Management LLC
Lakewood, NJ |
Nov 01, 2024 Q3 2024 |
54,762
shares
|
$5.73 Million
4.25% of portfolio
|
Q3 2024
Added 14.59%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
49,661
shares
|
$5.19 Million
0.0% of portfolio
|
Q3 2024
Reduced 7.97%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
44,666
shares
|
$4.67 Million
0.01% of portfolio
|
Q3 2024
Added 34.28%
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
42,658
shares
|
$4.46 Million
0.01% of portfolio
|
Q3 2024
Added 7.32%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
40,166
shares
|
$4.2 Million
0.0% of portfolio
|
Q3 2024
Reduced 23.92%
|
|
|
Merit Financial Group, LLC
|
Oct 17, 2024 Q3 2024 |
39,375
shares
|
$4.12 Million
0.09% of portfolio
|
Q3 2024
Added 1.91%
|
|
|
Pcg Wealth Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
37,143
shares
|
$3.88 Million
1.54% of portfolio
|
Q3 2024
Added 7.07%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
28,289
shares
|
$2.96 Million
0.0% of portfolio
|
Q3 2024
Added 85.5%
|