J.W. Cole Advisors, Inc. Invesco Exchange Traded Fd Tr Transaction History

J.W. Cole Advisors, Inc.

$5.04 Billion
Q3 2025

A detailed history of J.W. Cole Advisors, Inc. transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, J.W. Cole Advisors, Inc. holds 7,949 shares of EQWL stock, worth $921,686. This represents 0.02% of its overall portfolio holdings.

Number of Shares

7,949

Previous 7,464 6.5%

Holding current value

$921,686

Previous $820,000 11.1%

% of portfolio

0.02%

Previous 0.02%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 04, 2025	BUY	$108.47 - $114.7 $52,607 - $55,629	485 Added 6.5%	7,949 $911,000
Q2 2025 Aug 12, 2025	SELL	$91.62 - $109.97 $3,298 - $3,958	-36 Reduced 0.48%	7,464 $820,000
Q1 2025 May 05, 2025	BUY	$100.56 - $108.28 $512,654 - $552,011	5,098 Added 212.24%	7,500 $773,000
Q3 2024 Oct 24, 2024	BUY	$93.07 - $102.32 $93 - $102	1 Added 0.04%	2,402 $245,000
Q2 2024 Aug 08, 2024	BUY	$90.17 - $95.04 $90 - $95	1 Added 0.04%	2,401 $226,000

Q1 2024 Apr 30, 2024	BUY	$86.61 - $94.89 $3,291 - $3,605	38 Added 1.61%	2,400 $227,000
Q4 2023 Jan 31, 2024	BUY	$74.98 - $87.87 $177,102 - $207,548	2,362 New	2,362 $206,000
Q1 2022 May 16, 2022	BUY	$78.68 - $87.66 $15.5 Million - $17.2 Million	196,589 New	196,589 $2,000
Q4 2020 Feb 12, 2021	SELL	$58.07 - $68.7 $288,375 - $341,164	-4,966 Closed	0 $0
Q3 2020 Nov 05, 2020	BUY	$56.14 - $63.34 $278,791 - $314,546	4,966 New	4,966 $297,000

Others Institutions Holding EQWL

# of Institutions

173

Shares Held

8.67M

Call Options Held

Put Options Held

View Full List

About INVESCO EXCHANGE-TRADED FD TR

Ticker EQWL
Sector ETFs
Industry ETFs

More about EQWL

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of J.W. Cole Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on J.W. Cole Advisors, Inc. with notifications on news.

Account

J.W. Cole Advisors, Inc. Invesco Exchange Traded Fd Tr Transaction History