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 114 institutions that hold shares in the stock, with a total of 4.25 Million shares, which have been reported (via 13F filing form) to have a value of $449 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Private Capital Management, LLC
Naples, FL |
Nov 14, 2024 Q3 2024 |
8,859
shares
|
$937,016
0.11% of portfolio
|
Q3 2024
Reduced 1.59%
|
|
|
Carnegie Capital Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
8,736
shares
|
$924,006
0.03% of portfolio
|
Q4 2024
Added 0.09%
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
8,264
shares
|
$874,083
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Smith, Moore & Co.
Clayton, MO |
Nov 12, 2024 Q3 2024 |
8,175
shares
|
$864,669
0.08% of portfolio
|
Q3 2024
Reduced 3.54%
|
|
|
Allegheny Financial Group LTD
Pittsburgh, PA |
Nov 14, 2024 Q3 2024 |
8,107
shares
|
$857,477
0.21% of portfolio
|
Q3 2024
Added 0.47%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
8,102
shares
|
$856,948
0.0% of portfolio
|
Q3 2023
Added 493.71%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Jan 30, 2025 Q4 2024 |
7,425
shares
|
$785,342
0.06% of portfolio
|
Q4 2024
Reduced 11.24%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
7,100
shares
|
$750,967
0.01% of portfolio
|
Q3 2024
Added 6.53%
|
|
|
Foundations Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
6,936
shares
|
$733,620
0.01% of portfolio
|
Q4 2024
Reduced 14.34%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
6,502
shares
|
$687,716
0.0% of portfolio
|
Q4 2024
Added 55.14%
|
|
|
Balanced Wealth Group LLC
Westlake, OH |
Oct 28, 2024 Q3 2024 |
5,858
shares
|
$619,600
0.27% of portfolio
|
Q3 2024
Added 0.48%
|
|
|
Bison Wealth, LLC
|
Nov 05, 2024 Q3 2024 |
5,798
shares
|
$613,254
0.11% of portfolio
|
Q3 2024
Reduced 1.88%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Nov 12, 2024 Q3 2024 |
5,167
shares
|
$546,513
0.07% of portfolio
|
Q3 2024
Added 55.35%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Dec 26, 2024 Q3 2024 |
4,985
shares
|
$527,263
0.0% of portfolio
|
Q3 2024
Added 41441.67%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
4,591
shares
|
$485,590
0.0% of portfolio
|
Q3 2024
Reduced 10.23%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
4,507
shares
|
$476,705
0.0% of portfolio
|
Q2 2024
Reduced 67.98%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jan 14, 2025 Q4 2024 |
4,235
shares
|
$447,935
0.05% of portfolio
|
Q4 2024
Added 49.65%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
4,230
shares
|
$447,407
0.0% of portfolio
|
Q3 2024
Added 83.59%
|
|
|
Ullmann Wealth Partners Group, LLC
|
Jan 14, 2025 Q4 2024 |
4,048
shares
|
$428,156
0.05% of portfolio
|
Q4 2024
Added 0.27%
|
|
|
Blue Chip Partners, Inc.
|
Jan 31, 2025 Q4 2024 |
3,929
shares
|
$415,570
0.04% of portfolio
|
Q4 2024
Added 0.31%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jan 27, 2025 Q4 2024 |
3,681
shares
|
$389,339
0.04% of portfolio
|
Q4 2024
Added 9.88%
|
|
|
Thoroughbred Financial Services, LLC
|
Nov 08, 2024 Q3 2024 |
3,649
shares
|
$385,954
0.02% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
3,397
shares
|
$359,300
0.0% of portfolio
|
Q3 2024
Added 0.44%
|
|
|
D.A. Davidson & Co.
|
Jan 31, 2025 Q4 2024 |
3,051
shares
|
$322,704
0.0% of portfolio
|
Q3 2024
Reduced 10.29%
|
|
|
Psi Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
2,976
shares
|
$314,771
0.09% of portfolio
|
Q4 2024
Added 3.15%
|