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 110 institutions that hold shares in the stock, with a total of 4.01 Million shares, which have been reported (via 13F filing form) to have a value of $418 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
8,264
shares
|
$863,092
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Smith, Moore & Co.
Clayton, MO |
Nov 12, 2024 Q3 2024 |
8,175
shares
|
$853,797
0.08% of portfolio
|
Q3 2024
Reduced 3.54%
|
|
|
Allegheny Financial Group LTD
Pittsburgh, PA |
Nov 14, 2024 Q3 2024 |
8,107
shares
|
$846,695
0.21% of portfolio
|
Q3 2024
Added 0.47%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
8,102
shares
|
$846,172
0.0% of portfolio
|
Q3 2023
Added 493.71%
|
|
|
Foundations Investment Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
8,097
shares
|
$845,650
0.02% of portfolio
|
Q3 2024
Reduced 4.66%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
7,100
shares
|
$741,524
0.01% of portfolio
|
Q3 2024
Added 6.53%
|
|
|
Balanced Wealth Group LLC
Westlake, OH |
Oct 28, 2024 Q3 2024 |
5,858
shares
|
$611,809
0.27% of portfolio
|
Q3 2024
Added 0.48%
|
|
|
Bison Wealth, LLC
|
Nov 05, 2024 Q3 2024 |
5,798
shares
|
$605,543
0.11% of portfolio
|
Q3 2024
Reduced 1.88%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Nov 12, 2024 Q3 2024 |
5,167
shares
|
$539,641
0.07% of portfolio
|
Q3 2024
Added 55.35%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Dec 26, 2024 Q3 2024 |
4,985
shares
|
$520,633
0.0% of portfolio
|
Q3 2024
Added 41441.67%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
4,591
shares
|
$479,484
0.0% of portfolio
|
Q3 2024
Reduced 10.23%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
4,507
shares
|
$470,711
0.0% of portfolio
|
Q2 2024
Reduced 67.98%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jan 14, 2025 Q4 2024 |
4,235
shares
|
$442,303
0.05% of portfolio
|
Q4 2024
Added 49.65%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
4,230
shares
|
$441,781
0.0% of portfolio
|
Q3 2024
Added 83.59%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
4,191
shares
|
$437,708
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ullmann Wealth Partners Group, LLC
|
Jan 14, 2025 Q4 2024 |
4,048
shares
|
$422,773
0.05% of portfolio
|
Q4 2024
Added 0.27%
|
|
|
Blue Chip Partners, Inc.
|
Nov 04, 2024 Q3 2024 |
3,917
shares
|
$409,091
0.03% of portfolio
|
Q3 2024
Reduced 0.66%
|
|
|
Thoroughbred Financial Services, LLC
|
Nov 08, 2024 Q3 2024 |
3,649
shares
|
$381,101
0.02% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
3,397
shares
|
$354,782
0.0% of portfolio
|
Q3 2024
Added 0.44%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 23, 2024 Q3 2024 |
3,350
shares
|
$349,874
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
D.A. Davidson & Co.
|
Nov 13, 2024 Q3 2024 |
3,051
shares
|
$318,646
0.0% of portfolio
|
Q3 2024
Reduced 10.29%
|
|
|
Psi Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
2,976
shares
|
$310,813
0.09% of portfolio
|
Q4 2024
Added 3.15%
|
|
|
Flc Capital Advisors
|
Jan 16, 2025 Q4 2024 |
2,800
shares
|
$292,432
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Arkadios Wealth Advisors
|
Jan 15, 2025 Q4 2024 |
2,775
shares
|
$289,821
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Orion Capital Management LLC
|
Nov 15, 2024 Q3 2024 |
2,770
shares
|
$289,298
0.14% of portfolio
|
Q3 2024
New holding
|