Purchases and Sales Made in Q4 2025 in Invesco ETF (EQAL)
This table provides information about the institutional ownership of Invesco ETF (EQAL) during Q4 2025. 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 23, 2026
Q4 2025
|
Rede Wealth, LLC
|
BUY
|
- |
5.42KNew |
$276K - $287K
|
5.42K
$278K
|
|
|
Jan 08, 2026
Q4 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
4.03K+ 43.01% |
$205K - $213K
|
13.4K
$687K
|
|
|
Jan 21, 2026
Q4 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
1.58K+ 3.36% |
$80.3K - $83.5K
|
48.5K
$2.49M
|
|
|
Jan 15, 2026
Q4 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
1.54KNew |
$78.3K - $81.4K
|
1.54K
$79K
|
|
|
Jan 23, 2026
Q4 2025
|
Bingham Private Wealth, LLC
San Francisco, CA |
BUY
|
- |
466+ 1.04% |
$23.7K - $24.7K
|
45.2K
$2.32M
|
|
|
Jan 23, 2026
Q4 2025
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
26+ 0.41% |
$1.32K - $1.38K
|
6.43K
$330K
|
|
|
Jan 12, 2026
Q4 2025
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
25+ 0.45% |
$1.27K - $1.32K
|
5.55K
$285K
|
|
|
Jan 06, 2026
Q4 2025
|
Davis Investment Partners, LLC
Charlotte, NC |
BUY
|
- |
9+ 0.03% |
$458 - $476
|
35.4K
$1.82M
|
|
|
Jan 12, 2026
Q4 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
3+ 0.08% |
$153 - $159
|
3.91K
$201K
|
|