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 112 institutions that hold shares in the stock, with a total of 4.05 Million shares, which have been reported (via 13F filing form) to have a value of $430 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Arkadios Wealth Advisors
|
Jan 15, 2025 Q4 2024 |
2,775
shares
|
$295,287
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Orion Capital Management LLC
|
Nov 15, 2024 Q3 2024 |
2,770
shares
|
$294,755
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Advisor Resource Council
|
Oct 31, 2024 Q3 2024 |
2,516
shares
|
$267,727
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
J.W. Cole Advisors, Inc.
|
Jan 30, 2025 Q4 2024 |
2,402
shares
|
$255,596
0.01% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
2,398
shares
|
$255,171
0.0% of portfolio
|
Q4 2024
Reduced 24.4%
|
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Jan 21, 2025 Q4 2024 |
2,376
shares
|
$252,830
0.04% of portfolio
|
Q4 2024
Reduced 3.26%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
2,367
shares
|
$251,872
0.0% of portfolio
|
Q3 2024
Added 4.04%
|
|
|
Diversified Trust CO
|
Jan 07, 2025 Q4 2024 |
2,165
shares
|
$230,377
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
2,020
shares
|
$214,948
0.01% of portfolio
|
Q4 2024
Added 17.44%
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
Nov 04, 2024 Q3 2024 |
1,996
shares
|
$212,394
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
1,628
shares
|
$173,235
0.09% of portfolio
|
Q2 2024
Reduced 95.56%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
1,495
shares
|
$159,082
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
1,275
shares
|
$135,672
0.03% of portfolio
|
Q2 2020
Reduced 19.05%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
771
shares
|
$82,042
0.0% of portfolio
|
Q1 2024
Added 58.97%
|
|
|
Wintrust Investments LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
750
shares
|
$79,807
0.06% of portfolio
|
Q3 2024
Reduced 87.19%
|
|
|
Pinnacle Bancorp, Inc.
|
Jan 14, 2025 Q4 2024 |
625
shares
|
$66,506
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
572
shares
|
$60,866
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Jan 30, 2025 Q4 2024 |
570
shares
|
$60,653
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
540
shares
|
$57,461
0.0% of portfolio
|
Q1 2024
Added 62.16%
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
535
shares
|
$56,929
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
487
shares
|
$51,821
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Nov 06, 2024 Q3 2024 |
433
shares
|
$46,075
0.03% of portfolio
|
Q2 2024
Reduced 59.76%
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
405
shares
|
$43,096
0.02% of portfolio
|
Q3 2024
Added 0.25%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Nov 15, 2024 Q3 2024 |
351
shares
|
$37,349
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 13, 2024 Q3 2024 |
299
shares
|
$31,816
0.0% of portfolio
|
Q2 2023
Added 0.34%
|