Wealthspire Advisors, LLC Invesco ETF Transaction History

Wealthspire Advisors, LLC

$18.8 Billion
Q3 2025

A detailed history of Wealthspire Advisors, LLC transactions in Invesco ETF stock. As of the latest transaction made, Wealthspire Advisors, LLC holds 143 shares of EQAL stock, worth $7,343. This represents 0.0% of its overall portfolio holdings.

Number of Shares

143

Holding current value

$7,343

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2025 Nov 13, 2025	BUY	$49.29 - $52.39 $7,048 - $7,491	143 New	143 $7,000

Others Institutions Holding EQAL

# of Institutions

Shares Held

7.18M

Call Options Held

Put Options Held

Stifel Financial Corp St. Louis, MO

4.64M
Shares

$238 Million
0.23% of portfolio
Bank Of America Corp Charlotte, NC

262K
Shares

$13.5 Million
0.0% of portfolio
Sykon Capital LLC Harrison, NY

258K
Shares

$13.2 Million
4.47% of portfolio
Fort Point Capital Partners LLC San Francisco, CA

244K
Shares

$12.5 Million
1.6% of portfolio
Lpl Financial LLC Fort Mill, SC

211K
Shares

$10.8 Million
0.0% of portfolio

View Full List

About INVESCO ETF

Ticker EQAL
Sector ETFs
Industry ETFs

More about EQAL

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