Purchases and Sales Made in Q4 2023 in Invesco Exchange Traded Fd Tr (EQWL)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (EQWL) during Q4 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
572New |
$42.9K - $50.3K
|
572
$60K
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
356+ 2.18% |
$26.7K - $31.3K
|
16.7K
$1.75M
|
|
|
Feb 14, 2024
Q4 2023
|
Private Capital Management, LLC
Naples, FL |
BUY
|
- |
312+ 3.61% |
$23.4K - $27.4K
|
8.95K
$939K
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
278+ 8.78% |
$20.8K - $24.4K
|
3.44K
$361K
|
|
|
Jan 29, 2024
Q4 2023
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
210+ 2.54% |
$15.7K - $18.5K
|
8.48K
$890K
|
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
180+ 305.08% |
$13.5K - $15.8K
|
239
$25.1K
|
|
|
Feb 09, 2024
Q4 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
122+ 3.08% |
$9.15K - $10.7K
|
4.08K
$428K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
115New |
$8.62K - $10.1K
|
115
$12.1K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
93New |
$6.97K - $8.17K
|
93
$9.76K
|
|
|
Feb 06, 2024
Q4 2023
|
National Bank Of Canada
|
BUY
|
- |
80New |
$6K - $7.03K
|
80
$8.4K
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
55+ 1.85% |
$4.12K - $4.83K
|
3.03K
$318K
|
|
|
Jan 18, 2024
Q4 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
42New |
$3.15K - $3.69K
|
42
$4.41K
|
|
|
Feb 08, 2024
Q4 2023
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
41+ 0.52% |
$3.07K - $3.6K
|
7.99K
$838K
|
|
|
Jan 26, 2024
Q4 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
33New |
$2.47K - $2.9K
|
33
$3.46K
|
|
|
Jan 30, 2024
Q4 2023
|
Bison Wealth, LLC
|
BUY
|
- |
26+ 0.44% |
$1.95K - $2.28K
|
5.9K
$619K
|
|
|
Jan 11, 2024
Q4 2023
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
12+ 0.41% |
$900 - $1.05K
|
2.97K
$312K
|
|
|
Jan 22, 2024
Q4 2023
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
3+ 0.76% |
$225 - $264
|
400
$42K
|
|
|
Feb 13, 2024
Q4 2023
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
2+ 0.06% |
$150 - $176
|
3.43K
$360K
|
|
|
Feb 13, 2024
Q4 2023
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-100- 1.33% |
$7.5K - $8.79K
|
7.43K
$779K
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-497- 7.55% |
$37.3K - $43.7K
|
6.08K
$638K
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-500- 50.0% |
$37.5K - $43.9K
|
500
$52.5K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-648- 7.74% |
$48.6K - $56.9K
|
7.72K
$810K
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-932- 3.65% |
$69.9K - $81.9K
|
24.6K
$2.58M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.53K- 20.87% |
$114K - $134K
|
5.79K
$608K
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-2.33K- 10.57% |
$175K - $205K
|
19.7K
$2.07M
|
|
|
Feb 05, 2024
Q4 2023
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-2.56K- 13.97% |
$192K - $225K
|
15.8K
$1.65M
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-4.47K- 66.03% |
$335K - $393K
|
2.3K
$241K
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-9.69K- 99.99% |
$727K - $852K
|
1
$105
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-15.8K- 45.23% |
$1.18M - $1.38M
|
19.1K
$2M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
SELL
|
- |
-32.8K- 47.46% |
$2.46M - $2.88M
|
36.3K
$3.81M
|
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-40K- 83.16% |
$3M - $3.51M
|
8.1K
$850K
|
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-83.1K- 99.42% |
$6.23M - $7.3M
|
485
$50.9K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-92K- 65.17% |
$6.9M - $8.08M
|
49.2K
$5.16M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-99.4K- 32.89% |
$7.45M - $8.73M
|
203K
$21.3M
|