Ullmann Wealth Partners Group, LLC Invesco Exchange Traded Fd Tr Transaction History

Ullmann Wealth Partners Group, LLC

$905 Million
Q3 2025

A detailed history of Ullmann Wealth Partners Group, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Ullmann Wealth Partners Group, LLC holds 4,079 shares of EQWL stock, worth $472,960. This represents 0.05% of its overall portfolio holdings.

Number of Shares

4,079

Previous 4,069 0.25%

Holding current value

$472,960

Previous $447,000 4.47%

% of portfolio

0.05%

Previous 0.05%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 17, 2025	BUY	$108.47 - $114.7 $1,084 - $1,147	10 Added 0.25%	4,079 $467,000
Q2 2025 Jul 11, 2025	BUY	$91.62 - $109.97 $824 - $989	9 Added 0.22%	4,069 $447,000
Q1 2025 Apr 10, 2025	BUY	$100.56 - $108.28 $1,206 - $1,299	12 Added 0.3%	4,060 $414,000
Q4 2024 Jan 14, 2025	BUY	$101.22 - $107.72 $1,113 - $1,184	11 Added 0.27%	4,048 $414,000
Q3 2024 Oct 15, 2024	BUY	$93.07 - $102.32 $1,023 - $1,125	11 Added 0.27%	4,037 $413,000

Q2 2024 Aug 07, 2024	BUY	$90.17 - $95.04 $94,137 - $99,221	1,044 Added 35.01%	4,026 $380,000
Q1 2024 May 10, 2024	BUY	$86.61 - $94.89 $1,039 - $1,138	12 Added 0.4%	2,982 $282,000
Q4 2023 Jan 11, 2024	BUY	$74.98 - $87.87 $899 - $1,054	12 Added 0.41%	2,970 $260,000
Q3 2023 Oct 13, 2023	BUY	$78.31 - $84.42 $939 - $1,013	12 Added 0.41%	2,958 $232,000
Q2 2023 Jul 13, 2023	BUY	$76.28 - $82.02 $839 - $902	11 Added 0.37%	2,946 $239,000
Q1 2023 Apr 11, 2023	BUY	$74.2 - $80.95 $964 - $1,052	13 Added 0.44%	2,935 $229,000
Q4 2022 Jan 18, 2023	BUY	$66.62 - $78.72 $194,663 - $230,019	2,922 New	2,922 $0
Q2 2022 Jul 13, 2022	BUY	$69.75 - $83.59 $348 - $417	5 Added 0.17%	2,898 $207,000
Q1 2022 Apr 14, 2022	BUY	$78.68 - $87.66 $314 - $350	4 Added 0.14%	2,893 $241,000
Q4 2021 Jan 26, 2022	BUY	$80.26 - $86.61 $321 - $346	4 Added 0.14%	2,889 $249,000
Q3 2021 Oct 19, 2021	BUY	$79.28 - $83.79 $317 - $335	4 Added 0.14%	2,885 $231,000
Q2 2021 Jul 09, 2021	BUY	$75.61 - $81.02 $226 - $243	3 Added 0.1%	2,881 $232,000
Q1 2021 Apr 14, 2021	BUY	$67.64 - $75.32 $194,667 - $216,770	2,878 New	2,878 $216,000
Q1 2019 Apr 08, 2019	SELL	$47.9 - $55.19 $204,580 - $235,716	-4,271 Closed	0 $0
Q2 2018 Aug 07, 2018	BUY	$50.35 - $54.45 $215,044 - $232,555	4,271 New	4,271 $228,000

Others Institutions Holding EQWL

# of Institutions

173

Shares Held

8.67M

Call Options Held

Put Options Held

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About INVESCO EXCHANGE-TRADED FD TR

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Ullmann Wealth Partners Group, LLC Invesco Exchange Traded Fd Tr Transaction History