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 133 institutions that hold shares in the stock, with a total of 5.19 Million shares, which have been reported (via 13F filing form) to have a value of $528 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
917,803
shares
|
$93.3 Million
0.04% of portfolio
|
Q1 2025
Added 16.72%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
519,773
shares
|
$52.8 Million
0.11% of portfolio
|
Q1 2025
Added 12.93%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
441,998
shares
|
$44.9 Million
0.0% of portfolio
|
Q4 2024
Added 22.96%
|
|
|
Bond & Devick Financial Network, Inc.
|
Apr 08, 2025 Q1 2025 |
275,766
shares
|
$28 Million
10.69% of portfolio
|
Q1 2025
Added 49.13%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
260,725
shares
|
$26.5 Million
0.01% of portfolio
|
Q4 2024
Added 42.58%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
186,813
shares
|
$19 Million
0.0% of portfolio
|
Q4 2024
Reduced 8.12%
|
|
|
Fiduciary Planning LLC
Coral Springs, FL |
Apr 11, 2025 Q1 2025 |
157,809
shares
|
$16 Million
6.94% of portfolio
|
Q1 2025
Reduced 8.9%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
144,918
shares
|
$14.7 Million
0.09% of portfolio
|
Q1 2025
Added 31.05%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Feb 10, 2025 Q4 2024 |
144,026
shares
|
$14.6 Million
0.03% of portfolio
|
Q4 2024
Reduced 7.11%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
139,631
shares
|
$14.2 Million
0.09% of portfolio
|
Q1 2025
Added 2047.51%
|
|
|
Prentice Wealth Management LLC
|
Apr 16, 2025 Q1 2025 |
124,537
shares
|
$12.7 Million
3.79% of portfolio
|
Q1 2025
Added 1.57%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
115,638
shares
|
$11.8 Million
0.04% of portfolio
|
Q1 2025
Added 4.45%
|
|
|
Cm Wealth Advisors LLC
Beachwood, OH |
Apr 24, 2025 Q1 2025 |
113,546
shares
|
$11.5 Million
3.78% of portfolio
|
Q1 2025
New holding
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
109,670
shares
|
$11.1 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
107,185
shares
|
$10.9 Million
0.02% of portfolio
|
Q1 2025
Reduced 1.26%
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
87,483
shares
|
$8.89 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
|
$8.65 Million
0.01% of portfolio
|
Q3 2024
Added 7.66%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
73,507
shares
|
$7.47 Million
0.01% of portfolio
|
Q4 2024
Added 6.62%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
68,551
shares
|
$6.97 Million
0.0% of portfolio
|
Q1 2025
Added 19.05%
|
|
|
Able Wealth Management LLC
Lakewood, NJ |
Apr 28, 2025 Q1 2025 |
66,038
shares
|
$6.71 Million
4.02% of portfolio
|
Q1 2025
Added 9.16%
|
|
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
Apr 21, 2025 Q1 2025 |
58,685
shares
|
$5.96 Million
2.56% of portfolio
|
Q1 2025
Reduced 0.23%
|
|
|
Beck Capital Management, LLC
Austin, TX |
Feb 14, 2025 Q4 2024 |
57,100
shares
|
$5.8 Million
1.79% of portfolio
|
Q4 2024
Reduced 1.66%
|
|
|
First National Trust CO
|
Feb 10, 2025 Q4 2024 |
55,663
shares
|
$5.66 Million
0.22% of portfolio
|
Q4 2024
Reduced 3.31%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
52,332
shares
|
$5.32 Million
0.01% of portfolio
|
Q4 2024
Added 181.48%
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
51,894
shares
|
$5.27 Million
0.01% of portfolio
|
Q1 2025
Added 22.98%
|