Purchases and Sales Made in Q1 2024 in Invesco Exchange Traded Fd Tr (EQWL)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (EQWL) during Q1 2024. The information is specifically focused on institutions that hold shares of INVESCO EXCHANGE-TRADED FD TR .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
221New |
$19.1K - $21K
|
221
$23.1K
|
|
|
May 15, 2024
Q1 2024
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
213+ 1.57% |
$18.4K - $20.2K
|
13.8K
$1.44M
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
207+ 62.16% |
$17.9K - $19.6K
|
540
$56.4K
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
200+ 79.05% |
$17.3K - $19K
|
453
$47.3K
|
|
|
Apr 24, 2024
Q1 2024
|
Psi Advisors, LLC
|
BUY
|
- |
192+ 7.88% |
$16.6K - $18.2K
|
2.63K
$274K
|
|
|
May 15, 2024
Q1 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
50New |
$4.33K - $4.74K
|
50
$5.22K
|
|
|
May 07, 2024
Q1 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
40+ 0.5% |
$3.46K - $3.8K
|
8.03K
$838K
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
38+ 1.61% |
$3.29K - $3.61K
|
2.4K
$251K
|
|
|
May 15, 2024
Q1 2024
|
Private Capital Management, LLC
Naples, FL |
BUY
|
- |
28+ 0.31% |
$2.43K - $2.66K
|
8.98K
$937K
|
|
|
May 10, 2024
Q1 2024
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
12+ 0.4% |
$1.04K - $1.14K
|
2.98K
$311K
|
|
|
May 03, 2024
Q1 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
9+ 0.11% |
$779 - $854
|
8.49K
$887K
|
|
|
May 10, 2024
Q1 2024
|
Bison Wealth, LLC
|
BUY
|
- |
9+ 0.15% |
$779 - $854
|
5.91K
$617K
|
|
|
May 13, 2024
Q1 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
4+ 0.37% |
$346 - $380
|
1.08K
$112K
|
|
|
Apr 29, 2024
Q1 2024
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
2+ 0.5% |
$173 - $190
|
402
$42K
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1+ 0.01% |
$86.6 - $94.9
|
16.7K
$1.75M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1Closed |
$86.6 - $94.9
|
0
$0
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-22- 19.13% |
$1.91K - $2.09K
|
93
$9.71K
|
|
|
May 08, 2024
Q1 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
SELL
|
- |
-28- 0.23% |
$2.43K - $2.66K
|
11.9K
$1.25M
|
|
|
May 13, 2024
Q1 2024
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-29- 0.85% |
$2.51K - $2.75K
|
3.4K
$355K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-46- 0.09% |
$3.98K - $4.36K
|
49.1K
$5.13M
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-110- 3.63% |
$9.53K - $10.4K
|
2.92K
$305K
|
|
|
May 15, 2024
Q1 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-143- 2.76% |
$12.4K - $13.6K
|
5.03K
$525K
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-321- 4.16% |
$27.8K - $30.5K
|
7.4K
$773K
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-844- 13.88% |
$73.1K - $80.1K
|
5.24K
$547K
|
|
|
May 07, 2024
Q1 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-963- 23.6% |
$83.4K - $91.4K
|
3.12K
$326K
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.09K- 5.71% |
$94.4K - $103K
|
18K
$1.88M
|
|
|
Apr 17, 2024
Q1 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-1.23K- 23.9% |
$107K - $117K
|
3.92K
$409K
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.44K- 24.8% |
$124K - $136K
|
4.36K
$455K
|
|
|
Apr 18, 2024
Q1 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
SELL
|
- |
-1.55K- 7.92% |
$134K - $147K
|
18K
$1.88M
|
|
|
May 17, 2024
Q1 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-1.71K- 6.89% |
$148K - $162K
|
23.1K
$2.42M
|
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
SELL
|
- |
-3.05K- 46.0% |
$264K - $289K
|
3.58K
$374K
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-3.86K- 9.51% |
$334K - $366K
|
36.7K
$3.83M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-7.11K- 2.35% |
$616K - $675K
|
295K
$30.8M
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-11.1K- 6.51% |
$964K - $1.06M
|
160K
$16.7M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-11.2K- 83.43% |
$969K - $1.06M
|
2.22K
$232K
|
|
|
Apr 25, 2024
Q1 2024
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-11.8K- 74.88% |
$1.02M - $1.12M
|
3.96K
$413K
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-17.9K- 33.12% |
$1.55M - $1.7M
|
36.1K
$3.77M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-24.6K- 67.73% |
$2.13M - $2.33M
|
11.7K
$1.22M
|
|
|
Apr 11, 2024
Q1 2024
|
Sanders Morris Harris LLC
|
SELL
|
- |
-44.7K- 95.21% |
$3.87M - $4.24M
|
2.25K
$235K
|