Purchases and Sales Made in Q2 2024 in Invesco Exchange Traded Fd Tr (EQWL)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (EQWL) during Q2 2024. The information is specifically focused on institutions that hold shares of INVESCO EXCHANGE-TRADED FD TR .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 25, 2024
Q2 2024
|
Simplex Trading, LLC
|
BUY
|
- |
194New |
$17.5K - $18.4K
|
194
$20.5K
|
|
|
Jul 29, 2024
Q2 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
189+ 2.29% |
$17K - $18K
|
8.45K
$891K
|
|
|
Jul 23, 2024
Q2 2024
|
Psi Advisors, LLC
|
BUY
|
- |
147+ 5.59% |
$13.3K - $14K
|
2.78K
$293K
|
|
|
Jul 25, 2024
Q2 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
105+ 2.23% |
$9.47K - $9.98K
|
4.81K
$507K
|
|
|
Aug 01, 2024
Q2 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
41+ 0.51% |
$3.7K - $3.9K
|
8.07K
$851K
|
|
|
Aug 13, 2024
Q2 2024
|
Balanced Wealth Group LLC
Westlake, OH |
BUY
|
- |
29+ 0.5% |
$2.61K - $2.76K
|
5.83K
$615K
|
|
|
Aug 14, 2024
Q2 2024
|
Private Capital Management, LLC
Naples, FL |
BUY
|
- |
26+ 0.29% |
$2.34K - $2.47K
|
9K
$949K
|
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
25New |
$2.25K - $2.38K
|
25
$2.64K
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
12New |
$1.08K - $1.14K
|
12
$1.27K
|
|
|
Jul 19, 2024
Q2 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
10+ 0.12% |
$902 - $950
|
8.5K
$896K
|
|
|
Aug 09, 2024
Q2 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
5+ 0.04% |
$451 - $475
|
11.9K
$1.26M
|
|
|
Aug 12, 2024
Q2 2024
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
2+ 0.5% |
$180 - $190
|
404
$42.6K
|
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1+ 0.04% |
$90.2 - $95
|
2.4K
$253K
|
|
|
Jul 25, 2024
Q2 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
1+ 3.03% |
$90.2 - $95
|
34
$3.58K
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1New |
$90.2 - $95
|
1
$105
|
|
|
Jul 29, 2024
Q2 2024
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-15- 0.38% |
$1.35K - $1.43K
|
3.94K
$416K
|
|
|
Aug 06, 2024
Q2 2024
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-74- 2.18% |
$6.67K - $7.03K
|
3.33K
$351K
|
|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
SELL
|
- |
-151- 4.22% |
$13.6K - $14.4K
|
3.43K
$362K
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-200- 44.15% |
$18K - $19K
|
253
$26.7K
|
|
|
Jul 16, 2024
Q2 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
SELL
|
- |
-322- 1.79% |
$29K - $30.6K
|
17.7K
$1.86M
|
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-360- 1.94% |
$32.5K - $34.2K
|
18.2K
$1.92M
|
|
|
Jul 16, 2024
Q2 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-413- 10.54% |
$37.2K - $39.3K
|
3.51K
$370K
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-485- 2.9% |
$43.7K - $46.1K
|
16.2K
$1.71M
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-521- 12.07% |
$47K - $49.5K
|
3.8K
$400K
|
|
|
Aug 09, 2024
Q2 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-641- 2.77% |
$57.8K - $60.9K
|
22.5K
$2.37M
|
|
|
Aug 12, 2024
Q2 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-643- 59.76% |
$58K - $61.1K
|
433
$45.7K
|
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.84K- 35.07% |
$166K - $175K
|
3.4K
$359K
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-3.52K- 18.77% |
$318K - $335K
|
15.3K
$1.61M
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-4.02K- 54.3% |
$362K - $382K
|
3.38K
$357K
|
|
|
Aug 14, 2024
Q2 2024
|
Beck Capital Management, LLC
Austin, TX |
SELL
|
- |
-4.66K- 7.75% |
$420K - $443K
|
55.5K
$5.85M
|
|
|
Dec 26, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-4.97K- 99.76% |
$448K - $473K
|
12
$1.27K
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
SELL
|
- |
-9.57K- 67.98% |
$863K - $909K
|
4.51K
$475K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-25K- 98.12% |
$2.26M - $2.38M
|
478
$50.4K
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-35.1K- 95.56% |
$3.16M - $3.33M
|
1.63K
$172K
|
|
|
Aug 06, 2024
Q2 2024
|
Fiduciary Planning LLC
Coral Springs, FL |
SELL
|
- |
-69.1K- 23.94% |
$6.24M - $6.57M
|
220K
$23.2M
|