Purchases and Sales Made in Q3 2025 in Invesco Exchange Traded Fd Tr (EQWL)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (EQWL) during Q3 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 08, 2025
Q3 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
36.9KNew |
$4M - $4.23M
|
36.9K
$4.21M
|
|
|
Oct 14, 2025
Q3 2025
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
29.2K+ 40.3% |
$3.16M - $3.35M
|
102K
$11.6M
|
|
|
Oct 22, 2025
Q3 2025
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
29.1K+ 668.08% |
$3.15M - $3.33M
|
33.4K
$3.82M
|
|
|
Oct 17, 2025
Q3 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
10.6KNew |
$1.15M - $1.21M
|
10.6K
$1.21M
|
|
|
Oct 31, 2025
Q3 2025
|
Patten & Patten Inc
|
BUY
|
- |
9.79KNew |
$1.06M - $1.12M
|
9.79K
$1.12M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
7.26K+ 7.78% |
$788K - $833K
|
101K
$11.5M
|
|
|
Oct 10, 2025
Q3 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
6.35K+ 17.76% |
$689K - $729K
|
42.1K
$4.81M
|
|
|
Oct 29, 2025
Q3 2025
|
Vista Investment Partners Ii, LLC
Richmond, IN |
BUY
|
- |
4.78K+ 28.39% |
$519K - $548K
|
21.6K
$2.47M
|
|
|
Oct 20, 2025
Q3 2025
|
Altus Wealth Management, LLC
|
BUY
|
- |
4.51K+ 1.53% |
$489K - $518K
|
300K
$34.2M
|
|
|
Oct 31, 2025
Q3 2025
|
Redw Wealth LLC
|
BUY
|
- |
3.87KNew |
$420K - $444K
|
3.87K
$442K
|
|
|
Oct 06, 2025
Q3 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
3.73K+ 765.5% |
$404K - $428K
|
4.22K
$481K
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
3.2KNew |
$347K - $366K
|
3.2K
$365K
|
|
|
Oct 09, 2025
Q3 2025
|
Prentice Wealth Management LLC
|
BUY
|
- |
2.72K+ 2.02% |
$295K - $312K
|
138K
$15.7M
|
|
|
Oct 06, 2025
Q3 2025
|
Sanders Morris Harris LLC
|
BUY
|
- |
2.09KNew |
$227K - $240K
|
2.09K
$239K
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1.54K+ 45.65% |
$167K - $177K
|
4.91K
$560K
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
967+ 8.85% |
$105K - $111K
|
11.9K
$1.36M
|
|
|
Oct 28, 2025
Q3 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
790+ 9.78% |
$85.7K - $90.6K
|
8.87K
$1.01M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
690+ 2.4% |
$74.8K - $79.1K
|
29.5K
$3.36M
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
533+ 3.4% |
$57.8K - $61.1K
|
16.2K
$1.85M
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
BUY
|
- |
481New |
$52.2K - $55.2K
|
481
$54.9K
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
302+ 0.28% |
$32.8K - $34.6K
|
110K
$12.6M
|
|
|
Oct 16, 2025
Q3 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
208+ 2.68% |
$22.6K - $23.9K
|
7.96K
$909K
|
|
|
Oct 31, 2025
Q3 2025
|
Biltmore Family Office, LLC
|
BUY
|
- |
139New |
$15.1K - $15.9K
|
139
$15.9K
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
127+ 0.25% |
$13.8K - $14.6K
|
50.7K
$5.79M
|
|
|
Oct 29, 2025
Q3 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
100+ 2.83% |
$10.8K - $11.5K
|
3.64K
$415K
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
BUY
|
- |
45+ 6.38% |
$4.88K - $5.16K
|
750
$85.6K
|
|
|
Oct 21, 2025
Q3 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
42+ 0.96% |
$4.56K - $4.82K
|
4.44K
$507K
|
|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
BUY
|
- |
11+ 0.42% |
$1.19K - $1.26K
|
2.64K
$301K
|
|
|
Oct 17, 2025
Q3 2025
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
10+ 0.25% |
$1.08K - $1.15K
|
4.08K
$466K
|
|
|
Oct 09, 2025
Q3 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
8+ 0.3% |
$868 - $918
|
2.67K
$305K
|
|
|
Oct 17, 2025
Q3 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
6+ 0.37% |
$651 - $688
|
1.64K
$187K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
1+ 0.04% |
$108 - $115
|
2.37K
$270K
|
|
|
Oct 20, 2025
Q3 2025
|
Diversified Trust CO
|
SELL
|
- |
-35- 1.59% |
$3.8K - $4.01K
|
2.17K
$247K
|
|
|
Oct 29, 2025
Q3 2025
|
Qtr Family Wealth, LLC
Lake Mary, FL |
SELL
|
- |
-183- 3.28% |
$19.9K - $21K
|
5.4K
$616K
|
|
|
Oct 31, 2025
Q3 2025
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-438- 1.69% |
$47.5K - $50.2K
|
25.4K
$2.9M
|
|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-1.21K- 10.63% |
$131K - $139K
|
10.2K
$1.16M
|
|
|
Oct 15, 2025
Q3 2025
|
Fiduciary Planning LLC
Coral Springs, FL |
SELL
|
- |
-2.61K- 1.86% |
$283K - $300K
|
138K
$15.7M
|
|
|
Oct 15, 2025
Q3 2025
|
Founders Financial Securities LLC
|
SELL
|
- |
-4.88K- 24.49% |
$529K - $560K
|
15K
$1.72M
|
|
|
Oct 22, 2025
Q3 2025
|
Foronjy Financial LLC
Los Osos, CA |
SELL
|
- |
-6.08K- 28.78% |
$660K - $698K
|
15.1K
$1.72M
|