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 |
|---|---|---|---|---|---|
|
Foundations Investment Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
8,097
shares
|
$831,318
0.02% of portfolio
|
Q3 2024
Reduced 4.66%
|
|
|
Allegheny Financial Group LTD
Pittsburgh, PA |
Aug 01, 2024 Q2 2024 |
8,069
shares
|
$828,444
0.22% of portfolio
|
Q2 2024
Added 0.51%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 22, 2024 Q2 2024 |
7,949
shares
|
$816,123
0.01% of portfolio
|
Q2 2024
Added 172.51%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 12, 2024 Q2 2024 |
6,665
shares
|
$684,295
0.01% of portfolio
|
Q2 2024
Added 53.54%
|
|
|
Bison Wealth, LLC
|
Jul 30, 2024 Q2 2024 |
5,909
shares
|
$606,677
0.1% of portfolio
|
Q1 2024
Added 0.15%
|
|
|
Balanced Wealth Group LLC
Westlake, OH |
Oct 28, 2024 Q3 2024 |
5,858
shares
|
$601,440
0.27% of portfolio
|
Q3 2024
Added 0.48%
|
|
|
Wintrust Investments LLC
Chicago, IL |
Aug 13, 2024 Q2 2024 |
5,854
shares
|
$601,030
0.05% of portfolio
|
Q2 2024
Added 12.49%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2024 Q2 2024 |
5,114
shares
|
$525,054
0.0% of portfolio
|
Q2 2024
Added 17.43%
|
|
|
Jones Financial Companies Lllp
|
Aug 14, 2024 Q2 2024 |
4,942
shares
|
$507,395
0.0% of portfolio
|
Q2 2024
Added 2136.2%
|
|
|
First Heartland Consultants, Inc.
|
Jul 25, 2024 Q2 2024 |
4,805
shares
|
$493,329
0.03% of portfolio
|
Q2 2024
Added 2.23%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
4,507
shares
|
$462,733
0.0% of portfolio
|
Q2 2024
Reduced 67.98%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
4,191
shares
|
$430,289
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ullmann Wealth Partners Group, LLC
|
Oct 15, 2024 Q3 2024 |
4,037
shares
|
$414,478
0.05% of portfolio
|
Q3 2024
Added 0.27%
|
|
|
Blue Chip Partners, Inc.
|
Jul 29, 2024 Q2 2024 |
3,943
shares
|
$404,827
0.03% of portfolio
|
Q2 2024
Reduced 0.38%
|
|
|
Comerica Bank
|
Aug 15, 2024 Q2 2024 |
3,797
shares
|
$389,837
0.0% of portfolio
|
Q2 2024
Reduced 12.07%
|
|
|
Thoroughbred Financial Services, LLC
|
Aug 08, 2024 Q2 2024 |
3,647
shares
|
$374,437
0.02% of portfolio
|
Q2 2024
Added 17.0%
|
|
|
D.A. Davidson & Co.
|
Jul 31, 2024 Q2 2024 |
3,401
shares
|
$349,180
0.0% of portfolio
|
Q2 2024
Reduced 35.07%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 15, 2024 Q2 2024 |
3,382
shares
|
$347,229
0.0% of portfolio
|
Q2 2024
Reduced 54.3%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 23, 2024 Q3 2024 |
3,350
shares
|
$343,944
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Aug 06, 2024 Q2 2024 |
3,326
shares
|
$341,480
0.04% of portfolio
|
Q2 2024
Reduced 2.18%
|
|
|
Brookstone Capital Management
|
Oct 08, 2024 Q3 2024 |
3,172
shares
|
$325,669
0.01% of portfolio
|
Q3 2024
Reduced 7.49%
|
|
|
Psi Advisors, LLC
|
Oct 22, 2024 Q3 2024 |
2,885
shares
|
$296,202
0.09% of portfolio
|
Q3 2024
Added 3.96%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Oct 16, 2024 Q3 2024 |
2,830
shares
|
$290,556
0.03% of portfolio
|
Q3 2024
Added 13.38%
|
|
|
Flc Capital Advisors
|
Oct 16, 2024 Q3 2024 |
2,800
shares
|
$287,476
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Oct 08, 2024 Q3 2024 |
2,456
shares
|
$252,157
0.04% of portfolio
|
Q3 2024
New holding
|