Purchases and Sales Made in Q4 2024 in Invesco ETF (EQAL)
This table provides information about the institutional ownership of Invesco ETF (EQAL) during Q4 2024. The information is specifically focused on institutions that hold shares of INVESCO ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
112KNew |
$5.37M - $5.81M
|
112K
$5.56M
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
85.8KNew |
$4.12M - $4.46M
|
85.8K
$4.27M
|
|
|
Jan 29, 2025
Q4 2024
|
Shade Tree Advisors LLC
Saratoga Springs, NY |
BUY
|
- |
20.6KNew |
$987K - $1.07M
|
20.6K
$1.02M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
8.57KNew |
$411K - $445K
|
8.57K
$426K
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
7.94KNew |
$381K - $412K
|
7.94K
$395K
|
|
|
Jan 31, 2025
Q4 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
6.17KNew |
$296K - $321K
|
6.17K
$307K
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
5.04KNew |
$242K - $262K
|
5.04K
$251K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
4.66KNew |
$224K - $242K
|
4.66K
$232K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.59K+ 10.44% |
$76.1K - $82.3K
|
16.8K
$835K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
839+ 248.96% |
$40.3K - $43.6K
|
1.18K
$58.5K
|
|
|
Jan 13, 2025
Q4 2024
|
Davis Investment Partners, LLC
Charlotte, NC |
BUY
|
- |
802+ 2.17% |
$38.5K - $41.7K
|
37.7K
$1.88M
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
415+ 2.21% |
$19.9K - $21.6K
|
19.2K
$957K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
306+ 5.8% |
$14.7K - $15.9K
|
5.58K
$278K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
179+ 0.73% |
$8.59K - $9.3K
|
24.6K
$1.23M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
131+ 4.81% |
$6.29K - $6.81K
|
2.85K
$142K
|
|
|
Jan 13, 2025
Q4 2024
|
Friedenthal Financial
|
BUY
|
- |
125New |
$6K - $6.49K
|
125
$6.22K
|
|
|
Jan 28, 2025
Q4 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
24+ 0.38% |
$1.15K - $1.25K
|
6.32K
$315K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
9+ 0.05% |
$432 - $468
|
18.8K
$935K
|
|
|
Jan 31, 2025
Q4 2024
|
Longview Financial Advisors, Inc.
Huntsville, AL |
BUY
|
- |
3+ 0.01% |
$144 - $156
|
47.9K
$2.38M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
2+ 0.02% |
$96 - $104
|
11.5K
$574K
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
SELL
|
- |
-4- 0.1% |
$192 - $208
|
4.19K
$208K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-102- 19.17% |
$4.9K - $5.3K
|
430
$21.4K
|
|
|
Jan 28, 2025
Q4 2024
|
Rede Wealth, LLC
|
SELL
|
- |
-134- 1.98% |
$6.43K - $6.96K
|
6.62K
$330K
|
|
|
Jan 24, 2025
Q4 2024
|
Lunt Capital Management, Inc.
Holladay, UT |
SELL
|
- |
-372- 2.62% |
$17.9K - $19.3K
|
13.8K
$687K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-406- 0.71% |
$19.5K - $21.1K
|
56.8K
$2.83M
|
|
|
Feb 04, 2025
Q4 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-596- 1.4% |
$28.6K - $31K
|
42K
$2.09M
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-729- 7.65% |
$35K - $37.9K
|
8.81K
$438K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.08K- 13.98% |
$52K - $56.3K
|
6.67K
$332K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.91K- 19.23% |
$91.6K - $99.1K
|
8.01K
$399K
|
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-2.43K- 43.02% |
$117K - $126K
|
3.22K
$160K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-2.78K- 1.73% |
$133K - $144K
|
158K
$7.87M
|
|
|
Jan 29, 2025
Q4 2024
|
Sfe Investment Counsel
Los Angeles, CA |
SELL
|
- |
-2.9K- 8.92% |
$139K - $151K
|
29.6K
$1.47M
|
|
|
Jan 14, 2025
Q4 2024
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-2.91K- 2.18% |
$139K - $151K
|
130K
$6.49M
|
|
|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-2.96K- 13.06% |
$142K - $154K
|
19.7K
$982K
|
|
|
Feb 10, 2025
Q4 2024
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-3.12K- 30.04% |
$150K - $162K
|
7.27K
$362K
|
|
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-93.9K- 84.0% |
$4.51M - $4.88M
|
17.9K
$890K
|