Institutional Ownership Invesco Exchange Traded Fd Tr (EQWL)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (EQWL). We have compiled data on the 124 institutions that hold shares in the stock, with a total of 4.7 Million shares, which have been reported (via 13F filing form) to have a value of $502 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
786,301
shares
|
$84 Million
0.03% of portfolio
|
Q4 2024
Added 15.68%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
460,247
shares
|
$49.2 Million
0.1% of portfolio
|
Q4 2024
Added 13.15%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
441,998
shares
|
$47.2 Million
0.0% of portfolio
|
Q4 2024
Added 22.96%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
260,725
shares
|
$27.9 Million
0.01% of portfolio
|
Q4 2024
Added 42.58%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
186,813
shares
|
$20 Million
0.0% of portfolio
|
Q4 2024
Reduced 8.12%
|
|
|
Bond & Devick Financial Network, Inc.
|
Jan 13, 2025 Q4 2024 |
184,919
shares
|
$19.8 Million
9.39% of portfolio
|
Q3 2024
Added 52.49%
|
|
|
Fiduciary Planning LLC
Coral Springs, FL |
Jan 24, 2025 Q4 2024 |
173,226
shares
|
$18.5 Million
7.55% of portfolio
|
Q4 2024
Reduced 9.68%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Feb 10, 2025 Q4 2024 |
144,026
shares
|
$15.4 Million
0.03% of portfolio
|
Q4 2024
Reduced 7.11%
|
|
|
Prentice Wealth Management LLC
|
Feb 03, 2025 Q4 2024 |
122,616
shares
|
$13.1 Million
3.71% of portfolio
|
Q4 2024
Reduced 0.28%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
110,712
shares
|
$11.8 Million
0.04% of portfolio
|
Q4 2024
Added 6.52%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
110,586
shares
|
$11.8 Million
0.07% of portfolio
|
Q4 2024
Added 34.6%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
109,670
shares
|
$11.7 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
102,333
shares
|
$10.9 Million
0.02% of portfolio
|
Q4 2024
Reduced 0.75%
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
87,483
shares
|
$9.35 Million
0.17% of portfolio
|
Q4 2024
Added 958.6%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
85,128
shares
|
$9.1 Million
0.01% of portfolio
|
Q3 2024
Added 7.66%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
73,507
shares
|
$7.86 Million
0.01% of portfolio
|
Q4 2024
Added 6.62%
|
|
|
Able Wealth Management LLC
Lakewood, NJ |
Feb 03, 2025 Q4 2024 |
60,497
shares
|
$6.47 Million
4.07% of portfolio
|
Q4 2024
Added 10.47%
|
|
|
Sanders Morris Harris LLC
|
Jan 14, 2025 Q4 2024 |
60,005
shares
|
$6.41 Million
0.96% of portfolio
|
Q4 2024
Added 2475.32%
|
|
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
Feb 04, 2025 Q4 2024 |
58,822
shares
|
$6.29 Million
2.56% of portfolio
|
Q4 2024
New holding
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
57,584
shares
|
$6.15 Million
0.0% of portfolio
|
Q4 2024
Reduced 0.55%
|
|
|
Beck Capital Management, LLC
Austin, TX |
Feb 14, 2025 Q4 2024 |
57,100
shares
|
$6.1 Million
1.79% of portfolio
|
Q4 2024
Reduced 1.66%
|
|
|
First National Trust CO
|
Feb 10, 2025 Q4 2024 |
55,663
shares
|
$5.95 Million
0.22% of portfolio
|
Q4 2024
Reduced 3.31%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
52,332
shares
|
$5.59 Million
0.01% of portfolio
|
Q4 2024
Added 181.48%
|
|
|
Merit Financial Group, LLC
|
Jan 15, 2025 Q4 2024 |
46,945
shares
|
$5.02 Million
0.09% of portfolio
|
Q4 2024
Added 19.23%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
43,097
shares
|
$4.61 Million
0.1% of portfolio
|
Q4 2024
Added 79.84%
|