Balanced Wealth Group LLC Invesco Exchange Traded Fd Tr Transaction History

Balanced Wealth Group LLC

$273 Billion
Q4 2025

A detailed history of Balanced Wealth Group LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Balanced Wealth Group LLC holds 5,964 shares of EQWL stock, worth $691,525. This represents 0.25% of its overall portfolio holdings.

Number of Shares

5,964

Previous 5,939 0.42%

Holding current value

$691,525

Previous $659 Million 4.22%

% of portfolio

0.25%

Previous 0.29%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 13, 2026	BUY	$112.85 - $117.98 $2,821 - $2,949	25 Added 0.42%	5,964 $687 Million
Q2 2025 Aug 13, 2025	BUY	$91.62 - $109.97 $2,198 - $2,639	24 Added 0.41%	5,939 $652 Million
Q1 2025 Apr 15, 2025	BUY	$100.56 - $108.28 $3,016 - $3,248	30 Added 0.51%	5,915 $610 Million
Q4 2024 Feb 10, 2025	BUY	$101.22 - $107.72 $2,732 - $2,908	27 Added 0.46%	5,885 $626 Million
Q3 2024 Oct 28, 2024	BUY	$93.07 - $102.32 $2,605 - $2,864	28 Added 0.48%	5,858 $599 Million

Q2 2024 Aug 13, 2024	BUY	$90.17 - $95.04 $2,614 - $2,756	29 Added 0.5%	5,830 $549 Million
Q1 2024 May 13, 2024	BUY	$86.61 - $94.89 $502,424 - $550,456	5,801 New	5,801 $542 Million

Others Institutions Holding EQWL

# of Institutions

172

Shares Held

8.71M

Call Options Held

Put Options Held

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About INVESCO EXCHANGE-TRADED FD TR

Ticker EQWL
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Balanced Wealth Group LLC Invesco Exchange Traded Fd Tr Transaction History