National Wealth Management Group, LLC Invesco Exchange Traded Fd Tr Transaction History

National Wealth Management Group, LLC

$289 Billion
Q4 2025

A detailed history of National Wealth Management Group, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, National Wealth Management Group, LLC holds 24,475 shares of EQWL stock, worth $2.84 Million. This represents 1.0% of its overall portfolio holdings.

Number of Shares

24,475

Previous 25,425 3.74%

Holding current value

$2.84 Million

Previous $2.92 Billion 0.82%

% of portfolio

1.0%

Previous 1.1%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 12, 2026	SELL	$112.85 - $117.98 $107,207 - $112,081	-950 Reduced 3.74%	24,475 $2.89 Billion
Q3 2025 Oct 31, 2025	SELL	$108.47 - $114.7 $47,509 - $50,238	-438 Reduced 1.69%	25,425 $2.92 Billion
Q2 2025 Sep 25, 2025	BUY	$91.62 - $109.97 $9,528 - $11,436	104 Added 0.4%	25,863 $2.84 Billion
Q1 2025 May 15, 2025	BUY	$100.56 - $108.28 $1.65 Million - $1.78 Million	16,438 Added 176.35%	25,759 $2.66 Billion
Q4 2024 Feb 12, 2025	SELL	$101.22 - $107.72 $179,867 - $191,418	-1,777 Reduced 16.01%	9,321 $953 Million

Q3 2024 Nov 13, 2024	SELL	$93.07 - $102.32 $1.06 Million - $1.17 Million	-11,394 Reduced 50.66%	11,098 $1.14 Billion
Q2 2024 Aug 09, 2024	SELL	$90.17 - $95.04 $57,798 - $60,920	-641 Reduced 2.77%	22,492 $2.13 Billion
Q1 2024 May 17, 2024	SELL	$86.61 - $94.89 $148,189 - $162,356	-1,711 Reduced 6.89%	23,133 $2.2 Billion
Q4 2023 Feb 01, 2024	BUY	$74.98 - $87.87 $136,913 - $160,450	1,826 Added 7.93%	24,844 $2.18 Billion
Q3 2023 Nov 13, 2023	BUY	$78.31 - $84.42 $246,128 - $265,332	3,143 Added 15.81%	23,018 $1.81 Billion
Q2 2023 Aug 09, 2023	BUY	$76.28 - $82.02 $1.22 Million - $1.31 Million	16,027 Added 416.5%	19,875 $1.66 Billion
Q1 2023 May 15, 2023	BUY	$74.2 - $80.95 $285,521 - $311,495	3,848 New	3,848 $295 Million

Others Institutions Holding EQWL

# of Institutions

171

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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National Wealth Management Group, LLC Invesco Exchange Traded Fd Tr Transaction History