Purchases and Sales Made in Q1 2022 in Invesco ETF (EQAL)
This table provides information about the institutional ownership of Invesco ETF (EQAL) during Q1 2022. The information is specifically focused on institutions that hold shares of INVESCO ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 13, 2022
Q1 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.74M+ 34.11% |
$75.2M - $82.8M
|
6.83M
$332M
|
|
|
May 11, 2022
Q1 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
224KNew |
$9.68M - $10.7M
|
224K
$10.9M
|
|
|
May 04, 2022
Q1 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
115KNew |
$4.97M - $5.47M
|
115K
$5.58M
|
|
|
May 11, 2022
Q1 2022
|
Black Swift Group, LLC
Boulder, CO |
BUY
|
- |
49.4K+ 97.1% |
$2.14M - $2.36M
|
100K
$4.87M
|
|
|
Apr 13, 2022
Q1 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
48.7KNew |
$2.11M - $2.32M
|
48.7K
$2.36M
|
|
|
Apr 29, 2022
Q1 2022
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
48.2K+ 24.37% |
$2.09M - $2.3M
|
246K
$11.9M
|
|
|
May 04, 2022
Q1 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
27.3KNew |
$1.18M - $1.3M
|
27.3K
$1.33M
|
|
|
May 16, 2022
Q1 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
22.2KNew |
$961K - $1.06M
|
22.2K
$1.08M
|
|
|
May 12, 2022
Q1 2022
|
Horizon Wealth Management, LLC
|
BUY
|
- |
15.7KNew |
$681K - $750K
|
15.7K
$764K
|
|
|
May 16, 2022
Q1 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
14.1K+ 159.13% |
$609K - $671K
|
22.9K
$1.11M
|
|
|
May 16, 2022
Q1 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
12.8KNew |
$555K - $611K
|
12.8K
$623K
|
|
|
May 12, 2022
Q1 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
12.3K+ 35.29% |
$534K - $589K
|
47.3K
$2.3M
|
|
|
May 12, 2022
Q1 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
8.43K+ 2.37% |
$365K - $402K
|
365K
$17.7M
|
|
|
May 12, 2022
Q1 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
7.95KNew |
$344K - $379K
|
7.95K
$386K
|
|
|
May 17, 2022
Q1 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
7.9KNew |
$342K - $377K
|
7.9K
$384K
|
|
|
Apr 18, 2022
Q1 2022
|
Rede Wealth, LLC
|
BUY
|
- |
6.53KNew |
$283K - $311K
|
6.53K
$317K
|
|
|
May 13, 2022
Q1 2022
|
Win Advisors, Inc
|
BUY
|
- |
5.83KNew |
$252K - $278K
|
5.83K
$283K
|
|
|
Feb 16, 2023
Q1 2022
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
5.69KNew |
$246K - $271K
|
5.69K
$276K
|
|
|
Apr 26, 2022
Q1 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
5.59KNew |
$242K - $267K
|
5.59K
$272K
|
|
|
May 13, 2022
Q1 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
4.87KNew |
$211K - $232K
|
4.87K
$237K
|
|
|
May 09, 2022
Q1 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
4.83K+ 12.31% |
$209K - $230K
|
44K
$2.14M
|
|
|
Apr 28, 2022
Q1 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
3.41KNew |
$148K - $163K
|
3.41K
$166K
|
|
|
May 13, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
3.27K+ 2.49% |
$142K - $156K
|
135K
$6.55M
|
|
|
May 06, 2022
Q1 2022
|
Sfe Investment Counsel
Los Angeles, CA |
BUY
|
- |
3.09K+ 11.71% |
$134K - $147K
|
29.5K
$1.43M
|
|
|
May 04, 2022
Q1 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.04K+ 7.82% |
$88.3K - $97.3K
|
28.1K
$1.37M
|
|
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.01K+ 23.38% |
$87.1K - $96K
|
10.6K
$516K
|
|
|
May 16, 2022
Q1 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.69K+ 4.7% |
$73.2K - $80.7K
|
37.7K
$1.83M
|
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
1.36KNew |
$58.9K - $64.9K
|
1.36K
$66.1K
|
|
|
Oct 27, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.16K+ 0.87% |
$50.4K - $55.5K
|
135K
$6.55M
|
|
|
Jul 14, 2022
Q1 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.06KNew |
$45.8K - $50.4K
|
1.06K
$51.4K
|
|
|
May 16, 2022
Q1 2022
|
Ubs Group Ag
|
BUY
|
- |
916+ 1.01% |
$39.7K - $43.7K
|
91.5K
$4.44M
|
|
|
May 09, 2022
Q1 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
707+ 10.19% |
$30.6K - $33.7K
|
7.64K
$371K
|
|
|
May 11, 2022
Q1 2022
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
590+ 8.42% |
$25.5K - $28.1K
|
7.6K
$369K
|
|
|
May 13, 2022
Q1 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
527+ 4.97% |
$22.8K - $25.1K
|
11.1K
$541K
|
|
|
May 05, 2022
Q1 2022
|
Professional Financial Advisors, LLC
|
BUY
|
- |
385New |
$16.7K - $18.4K
|
385
$18.7K
|
|
|
Apr 20, 2022
Q1 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
201New |
$8.7K - $9.59K
|
201
$9.77K
|
|
|
May 13, 2022
Q1 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
125+ 2.79% |
$5.41K - $5.96K
|
4.61K
$224K
|
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
50+ 23.04% |
$2.16K - $2.39K
|
267
$13K
|
|
|
May 11, 2022
Q1 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
22+ 0.35% |
$952 - $1.05K
|
6.36K
$309K
|
|
|
May 12, 2022
Q1 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
2+ 0.32% |
$86.6 - $95.4
|
623
$30.3K
|
|
|
May 16, 2022
Q1 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1New |
$43.3 - $47.7
|
1
$48.6
|
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-198- 0.88% |
$8.57K - $9.44K
|
22.3K
$1.08M
|
|
|
May 16, 2022
Q1 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-435- 7.28% |
$18.8K - $20.7K
|
5.54K
$269K
|
|
|
May 12, 2022
Q1 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-615- 8.31% |
$26.6K - $29.3K
|
6.79K
$330K
|
|
|
Apr 18, 2022
Q1 2022
|
Rothschild Investment Corp
|
SELL
|
- |
-2.38K- 10.28% |
$103K - $113K
|
20.7K
$1.01M
|
|
|
May 12, 2022
Q1 2022
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-3.81K- 27.89% |
$165K - $182K
|
9.85K
$479K
|
|
|
May 11, 2022
Q1 2022
|
Empire Life Investments Inc.
|
SELL
|
- |
-6.5K- 28.89% |
$281K - $310K
|
16K
$777K
|
|
|
May 11, 2022
Q1 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-6.86K- 27.92% |
$297K - $327K
|
17.7K
$861K
|
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-9.18K- 25.74% |
$397K - $438K
|
26.5K
$1.29M
|