Purchases and Sales Made in Q3 2025 in Invesco ETF (EQAL)
This table provides information about the institutional ownership of Invesco ETF (EQAL) during Q3 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
Sykon Capital LLC
Harrison, NY |
BUY
|
- |
258KNew |
$12.7M - $13.5M
|
258K
$13.2M
|
|
|
Nov 04, 2025
Q3 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
42.2KNew |
$2.08M - $2.21M
|
42.2K
$2.16M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
25.4K+ 259.49% |
$1.25M - $1.33M
|
35.1K
$1.8M
|
|
|
Oct 14, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
16.6KNew |
$817K - $868K
|
16.6K
$851K
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
13.8K+ 3232.39% |
$679K - $721K
|
14.2K
$729K
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
8.12K+ 11.38% |
$400K - $425K
|
79.5K
$4.08M
|
|
|
Nov 04, 2025
Q3 2025
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
6.96KNew |
$343K - $364K
|
6.96K
$357K
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
6.42K+ 39.4% |
$316K - $336K
|
22.7K
$1.17M
|
|
|
Oct 27, 2025
Q3 2025
|
Touchstone Capital, Inc.
|
BUY
|
- |
5.5KNew |
$271K - $288K
|
5.5K
$282K
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
4.6K+ 48.79% |
$227K - $241K
|
14K
$720K
|
|
|
Nov 14, 2025
Q3 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
4.14KNew |
$204K - $217K
|
4.14K
$212K
|
|
|
Nov 03, 2025
Q3 2025
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
3.99KNew |
$197K - $209K
|
3.99K
$205K
|
|
|
Oct 09, 2025
Q3 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
3.9KNew |
$192K - $204K
|
3.9K
$200K
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.44K+ 3.47% |
$71K - $75.4K
|
43K
$2.21M
|
|
|
Oct 16, 2025
Q3 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
1.42K+ 3.12% |
$70K - $74.4K
|
47K
$2.41M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.01K+ 0.48% |
$50K - $53.1K
|
211K
$10.8M
|
|
|
Nov 05, 2025
Q3 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
1K+ 11.96% |
$49.3K - $52.4K
|
9.36K
$481K
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
501+ 15.1% |
$24.7K - $26.2K
|
3.82K
$196K
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
411New |
$20.3K - $21.5K
|
411
$21.1K
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
399+ 2.56% |
$19.7K - $20.9K
|
16K
$820K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
363New |
$17.9K - $19K
|
363
$18.6K
|
|
|
Nov 13, 2025
Q3 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
143New |
$7.05K - $7.49K
|
143
$7.34K
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
140+ 0.96% |
$6.9K - $7.33K
|
14.8K
$758K
|
|
|
Nov 14, 2025
Q3 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
30New |
$1.48K - $1.57K
|
30
$1.54K
|
|
|
Oct 28, 2025
Q3 2025
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
28+ 0.44% |
$1.38K - $1.47K
|
6.4K
$329K
|
|
|
Nov 07, 2025
Q3 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
18+ 0.2% |
$887 - $943
|
8.86K
$455K
|
|
|
Nov 10, 2025
Q3 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
12+ 0.14% |
$591 - $629
|
8.33K
$428K
|
|
|
Oct 20, 2025
Q3 2025
|
Davis Investment Partners, LLC
Charlotte, NC |
BUY
|
- |
10+ 0.03% |
$493 - $524
|
35.4K
$1.82M
|
|
|
Nov 12, 2025
Q3 2025
|
Longview Financial Advisors, Inc.
Huntsville, AL |
BUY
|
- |
4+ 0.01% |
$197 - $210
|
44.8K
$2.3M
|
|
|
Nov 12, 2025
Q3 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
4+ 0.19% |
$197 - $210
|
2.09K
$107K
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1Closed |
$49.3 - $52.4
|
0
$0
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
SELL
|
- |
-13- 38.24% |
$641 - $681
|
21
$1.08K
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-15- 0.26% |
$739 - $786
|
5.84K
$300K
|
|
|
Nov 13, 2025
Q3 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-31- 0.16% |
$1.53K - $1.62K
|
19.7K
$1.01M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-111- 0.49% |
$5.47K - $5.82K
|
22.8K
$1.17M
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-112- 3.55% |
$5.52K - $5.87K
|
3.04K
$156K
|
|
|
Oct 15, 2025
Q3 2025
|
Friedenthal Financial
|
SELL
|
- |
-138- 0.3% |
$6.8K - $7.23K
|
45.9K
$2.36M
|
|
|
Nov 14, 2025
Q3 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-159- 0.9% |
$7.84K - $8.33K
|
17.5K
$896K
|
|
|
Nov 10, 2025
Q3 2025
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-215- 2.96% |
$10.6K - $11.3K
|
7.05K
$362K
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-241- 1.61% |
$11.9K - $12.6K
|
14.7K
$756K
|
|
|
Oct 29, 2025
Q3 2025
|
Game Plan Financial Advisors, LLC
|
SELL
|
- |
-300- 60.0% |
$14.8K - $15.7K
|
200
$10.3K
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
SELL
|
- |
-444- 0.94% |
$21.9K - $23.3K
|
46.9K
$2.41M
|
|
|
Nov 05, 2025
Q3 2025
|
Fielder Capital Group LLC
Nashville, TN |
SELL
|
- |
-583- 6.87% |
$28.7K - $30.5K
|
7.91K
$406K
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-600- 5.41% |
$29.6K - $31.4K
|
10.5K
$539K
|
|
|
Nov 14, 2025
Q3 2025
|
Sfe Investment Counsel
Los Angeles, CA |
SELL
|
- |
-687- 2.54% |
$33.9K - $36K
|
26.4K
$1.36M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.33K- 5.96% |
$65.8K - $69.9K
|
21.1K
$1.08M
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-1.4K- 11.36% |
$68.9K - $73.2K
|
10.9K
$560K
|
|
|
Oct 10, 2025
Q3 2025
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-1.65K- 22.97% |
$81.2K - $86.3K
|
5.53K
$284K
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-3.21K- 1.21% |
$158K - $168K
|
262K
$13.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-3.42K- 1.38% |
$169K - $179K
|
244K
$12.5M
|
|