Institutional Ownership Invesco Exchange Traded Fd Tr (EQWL)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (EQWL). We have compiled data on the 107 institutions that hold shares in the stock, with a total of 3.54 Million shares, which have been reported (via 13F filing form) to have a value of $363 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
565,274
shares
|
$58 Million
0.03% of portfolio
|
Q2 2024
Added 5.83%
|
|
|
Morgan Stanley
New York, NY |
Oct 17, 2024 Q2 2024 |
302,118
shares
|
$31 Million
0.0% of portfolio
|
Q2 2024
Added 2.41%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 22, 2024 Q2 2024 |
253,374
shares
|
$26 Million
0.06% of portfolio
|
Q2 2024
Added 0.89%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
197,211
shares
|
$20.2 Million
0.0% of portfolio
|
Q2 2024
Added 4.73%
|
|
|
Fiduciary Planning LLC
Coral Springs, FL |
Oct 22, 2024 Q3 2024 |
191,781
shares
|
$19.7 Million
8.92% of portfolio
|
Q3 2024
Reduced 12.71%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2024 Q2 2024 |
178,573
shares
|
$18.3 Million
0.0% of portfolio
|
Q2 2024
Added 11.72%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Aug 13, 2024 Q2 2024 |
169,862
shares
|
$17.4 Million
0.03% of portfolio
|
Q2 2024
Added 5.94%
|
|
|
Prentice Wealth Management LLC
|
Oct 07, 2024 Q3 2024 |
122,955
shares
|
$12.6 Million
3.83% of portfolio
|
Q3 2024
Added 1.26%
|
|
|
Bond & Devick Financial Network, Inc.
|
Jul 12, 2024 Q2 2024 |
121,265
shares
|
$12.5 Million
6.17% of portfolio
|
Q2 2024
Added 17.34%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
103,932
shares
|
$10.7 Million
0.04% of portfolio
|
Q3 2024
Reduced 2.35%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
103,103
shares
|
$10.6 Million
0.02% of portfolio
|
Q3 2024
Added 6.92%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
85,128
shares
|
$8.74 Million
0.01% of portfolio
|
Q3 2024
Added 7.66%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 09, 2024 Q2 2024 |
77,551
shares
|
$7.96 Million
0.05% of portfolio
|
Q2 2024
Added 1.51%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
68,946
shares
|
$7.08 Million
0.01% of portfolio
|
Q3 2024
Added 19.68%
|
|
|
First National Trust CO
|
Aug 02, 2024 Q2 2024 |
59,165
shares
|
$6.07 Million
0.23% of portfolio
|
Q2 2024
Added 18.33%
|
|
|
Beck Capital Management, LLC
Austin, TX |
Aug 14, 2024 Q2 2024 |
55,469
shares
|
$5.7 Million
1.61% of portfolio
|
Q2 2024
Reduced 7.75%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
53,962
shares
|
$5.54 Million
0.0% of portfolio
|
Q2 2024
Added 49.51%
|
|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
53,751
shares
|
$5.52 Million
0.0% of portfolio
|
Q2 2024
Added 15.99%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 15, 2024 Q2 2024 |
52,792
shares
|
$5.42 Million
0.0% of portfolio
|
Q2 2024
Added 7.5%
|
|
|
Truist Financial Corp
|
Aug 20, 2024 Q2 2024 |
39,750
shares
|
$4.08 Million
0.01% of portfolio
|
Q2 2024
Added 12.42%
|
|
|
Merit Financial Group, LLC
|
Oct 17, 2024 Q3 2024 |
39,375
shares
|
$4.04 Million
0.09% of portfolio
|
Q3 2024
Added 1.91%
|
|
|
Pcg Wealth Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
37,143
shares
|
$3.81 Million
1.54% of portfolio
|
Q3 2024
Added 7.07%
|
|
|
Able Wealth Management LLC
Lakewood, NJ |
Feb 20, 2024 Q4 2023 |
33,360
shares
|
$3.43 Million
2.65% of portfolio
|
Q4 2023
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
33,264
shares
|
$3.42 Million
0.01% of portfolio
|
Q2 2024
Added 84.88%
|
|
|
Fifth Third Securities, Inc.
|
Oct 11, 2024 Q3 2024 |
26,946
shares
|
$2.77 Million
0.26% of portfolio
|
Q3 2024
Reduced 6.26%
|