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 155 institutions that hold shares in the stock, with a total of 7.66 Million shares, which have been reported (via 13F filing form) to have a value of $846 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
1,087,139
shares
|
$120 Million
0.04% of portfolio
|
Q2 2025
Added 18.45%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
569,993
shares
|
$63 Million
0.0% of portfolio
|
Q2 2025
Added 29.48%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
550,308
shares
|
$60.8 Million
0.11% of portfolio
|
Q2 2025
Added 5.87%
|
|
|
Rfp Financial Group LLC
Atlanta, GA |
Aug 13, 2025 Q2 2025 |
471,667
shares
|
$52.1 Million
22.75% of portfolio
|
Q2 2025
New holding
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
444,410
shares
|
$49.1 Million
0.01% of portfolio
|
Q2 2025
Added 60.14%
|
|
|
Altus Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
295,389
shares
|
$32.6 Million
15.55% of portfolio
|
Q2 2025
New holding
|
|
|
Bond & Devick Financial Network, Inc.
|
Jul 11, 2025 Q2 2025 |
281,722
shares
|
$31.1 Million
10.78% of portfolio
|
Q2 2025
Added 2.16%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
225,802
shares
|
$24.9 Million
0.0% of portfolio
|
Q2 2025
Added 8.51%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
189,502
shares
|
$20.9 Million
0.05% of portfolio
|
Q2 2025
Reduced 19.68%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
174,000
shares
|
$19.2 Million
0.01% of portfolio
|
Q2 2025
Added 24.31%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
169,949
shares
|
$18.8 Million
0.11% of portfolio
|
Q2 2025
Added 17.27%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
166,540
shares
|
$18.4 Million
0.1% of portfolio
|
Q2 2025
Added 19.27%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
148,689
shares
|
$16.4 Million
0.05% of portfolio
|
Q2 2025
Added 28.58%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Aug 11, 2025 Q2 2025 |
145,395
shares
|
$16.1 Million
0.19% of portfolio
|
Q2 2025
New holding
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
143,913
shares
|
$15.9 Million
0.01% of portfolio
|
Q2 2025
Added 35.19%
|
|
|
Fiduciary Planning LLC
Coral Springs, FL |
Jul 29, 2025 Q2 2025 |
140,513
shares
|
$15.5 Million
6.59% of portfolio
|
Q2 2025
Reduced 10.96%
|
|
|
Prentice Wealth Management LLC
|
Jul 30, 2025 Q2 2025 |
135,020
shares
|
$14.9 Million
4.0% of portfolio
|
Q2 2025
Added 8.42%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
122,472
shares
|
$13.5 Million
0.07% of portfolio
|
Q2 2025
Added 1013.18%
|
|
|
Systelligence, LLC
|
Jul 29, 2025 Q2 2025 |
109,910
shares
|
$12.1 Million
2.49% of portfolio
|
Q2 2025
New holding
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
109,810
shares
|
$12.1 Million
0.02% of portfolio
|
Q2 2025
Added 2.45%
|
|
|
Cm Wealth Advisors LLC
Beachwood, OH |
Aug 06, 2025 Q2 2025 |
105,982
shares
|
$11.7 Million
3.56% of portfolio
|
Q2 2025
Reduced 6.66%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
96,369
shares
|
$10.6 Million
0.2% of portfolio
|
Q2 2025
Added 120.91%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
93,407
shares
|
$10.3 Million
0.01% of portfolio
|
Q2 2025
Added 12.38%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
88,895
shares
|
$9.82 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
|
$9.4 Million
0.01% of portfolio
|
Q3 2024
Added 7.66%
|