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Disclosery

EQWL INVESCO EXCHANGE TRADED FD T

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S&P 100 EQL WIGH (fund)

122 managers (122 13F filers) reported a position in EQWL shares at 2024-12-31, 4,633,276 shares in all. 12 filers opened a position and 3 filers sold out during the quarter.

Managers
122
13F filers
122
New
12
Added
50
Reduced
30
Sold out
3
Shares held by filers
4,633,276

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
LPL Financial LLC786,301$80.4M0.03%+106,60013F-HRTimeline
Cetera Investment Advisers460,247$47.1M0.1%+53,49613F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY441,998$45.2M<0.01%+82,53113F-HR/ATimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC260,725$26.7M0.01%+77,86313F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/186,813$19.1M<0.01%-16,51313F-HRTimelineGroup
Bond & Devick Financial Network, Inc.184,919$18.9M8.09%013F-HRTimeline
Schorn Wealth LLC173,226$17.7M5.75%-18,55513F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…144,026$14.7M0.03%-11,02613F-HRTimelineGroup
Prentice Wealth Management LLC122,616$12.5M3.63%-33913F-HRTimeline
Cambridge Investment Research Advisors,…110,712$11.3M0.04%+6,78013F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.110,586$11.3M0.07%+28,42513F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC109,670$11.2M<0.01%13F-HR/ATimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…108,553$11.1M0.02%+5,45013F-HR/ATimeline
Advisory Services Network, LLC87,483$8.95M0.17%+79,21913F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC73,507$7.52M0.01%+4,56113F-HRTimeline
Able Wealth Management LLC60,497$6.19M4.07%+5,73513F-HRTimeline
SANDERS MORRIS HARRIS LLC60,005$6.14M0.92%+57,67513F-HRTimeline
Siligmueller & Norvid Wealth Advisors L…58,822$6.02M2.56%13F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC57,584$5.89M<0.01%-31713F-HRTimelineGroup
BECK CAPITAL MANAGEMENT, LLC57,100$5.84M1.55%-96613F-HRTimeline
First National Trust Co55,663$5.69M0.21%-1,90713F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP52,332$5.35M0.01%+33,74013F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.49,099$5.02M0.01%+4,43313F-HR/ATimelineGroup
Merit Financial Group, LLC46,945$4.8M0.09%+7,57013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC43,097$4.41M0.1%+19,13313F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP42,197$4.32M0.01%-46113F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA39,831$4.07M<0.01%-9,83013F-HRTimelineGroup
PCG Wealth Advisors, LLC38,507$3.94M1.45%+1,36413F-HRTimeline
Fifth Third Securities, Inc.in group FIFTH THIRD BANK, NATIONAL AS…35,811$3.66M0.31%+8,86513F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…33,104$3.39M0.01%+4,81513F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…31,904$3.26M<0.01%-8,26213F-HRTimelineGroup
UBS Group AGin group UBS Group AG31,799$3.25M<0.01%+19,85713F-HRTimelineGroup
Highview Capital Management LLC/DE/24,747$2.53M0.97%new13F-HR/ATimeline
CHB Investment Group, LLC23,338$2.39M1.3%-1,87813F-HRTimeline
Atria Wealth Solutions, Inc.21,012$2.15M0.02%+6,99813F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…18,439$1.89M0.05%+4,52413F-HRTimelineGroup
CoreFirst Bank & Trust17,534$1.79M1.07%+1,33513F-HRTimeline
Steele Capital Management, Inc.17,046$1.74M0.09%-62313F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC14,981$1.53M0.12%-1,56913F-HRTimeline
Norris Financial Group, LLC14,891$1.52M0.72%-29013F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC14,283$1.46M0.02%+1,46113F-HRTimelineGroup
Sigma Planning Corp13,972$1.43M0.04%-3,93513F-HRTimeline
Kovack Advisors, Inc.13,515$1.38M0.14%-14813F-HRTimeline
COMERICA BANK11,247$1.15M<0.01%-29413F-HR/ATimeline
CREATIVE FINANCIAL DESIGNS INC /ADV10,910$1.12M0.09%+85913F-HRTimeline
Winthrop Capital Management, LLC10,675$1.09M0.29%-59713F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC10,600$1.08M<0.01%013F-HRTimelineGroup
National Wealth Management Group, LLC9,321$953K0.63%-1,77713F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC9,204$941K0.01%+4313F-HRTimelineGroup
JFS WEALTH ADVISORS, LLC9,200$941K0.06%013F-HRTimeline
SMITH, MOORE & CO.8,775$898K0.08%+60013F-HRTimeline
Carnegie Investment Counsel8,736$894K0.03%+813F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC8,221$841K<0.01%new13F-HRTimelineGroup
Allegheny Financial Group8,144$833K0.21%+3713F-HRTimeline
Private Capital Management, LLC7,767$794K0.08%-1,09213F-HRTimeline
Beacon Pointe Advisors, LLC7,497$767K0.01%+39713F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV7,425$759K0.06%-94013F-HRTimeline
NAPA WEALTH MANAGEMENT7,349$752K0.32%new13F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC7,129$729K<0.01%+2,89913F-HRTimelineGroup
Foundations Investment Advisors, LLC6,936$709K0.01%-1,16113F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.6,534$668K0.04%+3,88813F-HR/ATimelineGroup
Private Advisor Group, LLC6,502$665K<0.01%+2,31113F-HRTimeline
BALANCED WEALTH GROUP LLC5,885$626K0.28%+2713F-HRTimeline
Creative Planningin group Creative Planning5,817$595K<0.01%new13F-HRTimelineGroup
Bison Wealth, LLC5,784$592K0.13%-1413F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO5,494$562K<0.01%+50913F-HRTimelineGroup
Michels Family Financial, LLC4,688$479K0.44%13F-HRTimeline
MML INVESTORS SERVICES, LLC4,633$474K<0.01%+4213F-HRTimeline
CWM, LLCin group CWM, LLC4,507$461K<0.01%013F-HRTimelineGroup
SeaCrest Wealth Management, LLC4,235$433K0.05%+1,40513F-HRTimeline
Ullmann Wealth Partners Group, LLC4,048$414K0.05%+1113F-HRTimeline
Blue Chip Partners, LLC3,929$402K0.03%+1213F-HRTimeline
CAHILL FINANCIAL ADVISORS INC3,797$388K0.05%-1,37013F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED3,681$376K0.03%+33113F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC3,651$373K0.02%+213F-HRTimeline
NewEdge Advisors, LLC3,382$346K<0.01%-1513F-HRTimeline
D.A. DAVIDSON & CO.3,051$312K<0.01%013F-HRTimeline
PSI Advisors, LLC2,976$304K0.09%+9113F-HRTimeline
Avant Capital LLC2,872$294K0.24%13F-HRTimeline
Kingsview Wealth Management, LLC2,845$291K0.01%+48613F-HRTimeline
FLC Capital Advisors2,800$286K0.07%013F-HRTimeline
Arkadios Wealth Advisors2,775$284K0.02%new13F-HRTimeline
Orion Capital Management LLC2,770$283K0.12%013F-HRTimeline
SIGNAL TREE FINANCIAL PARTNERS LLC2,710$277K0.33%13F-HRTimeline
J.W. COLE ADVISORS, INC.2,402$246K0.01%013F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management2,398$245K<0.01%-77413F-HRTimelineGroup
Atlas Private Wealth Advisors2,376$243K0.03%-8013F-HRTimeline
DIVERSIFIED TRUST CO2,165$221K0.01%new13F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.2,165$221K<0.01%new13F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP2,121$217K<0.01%-24613F-HRTimelineGroup
Global Retirement Partners, LLC2,020$207K0.01%+30013F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT1,996$204K<0.01%013F-HRTimeline
MAI Capital Management1,576$161K<0.01%new13F-HRTimeline
EP Wealth Advisors, LLC1,495$153K<0.01%013F-HRTimeline
FMR LLCin group FMR LLC1,464$150K<0.01%-7213F-HRTimelineGroup
Graney & King, LLC1,401$143K0.11%13F-HRTimeline
Qube Research & Technologies Ltd1,100$113K<0.01%new13F-HRTimeline
Glass Jacobson Investment Advisors llc944$96.5K0.03%+59313F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
IFP Advisors, Inc914$93.5K<0.01%+5013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…886$93.4K0.01%+34613F-HRTimeline
WINTRUST INVESTMENTS LLC900$92K0.08%+15013F-HRTimeline
Aptus Capital Advisors, LLC771$78.9K<0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\684$70K<0.01%+19713F-HRTimelineGroup
Pinnacle Bancorp, Inc.625$63.9K0.02%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management572$58.5K<0.01%013F-HRTimelineGroup
Tanglewood Legacy Advisors, LLC570$58.3K0.02%013F-HRTimeline
AdvisorNet Financial, Inc535$54.7K<0.01%013F-HRTimeline
Wood Tarver Financial Group, LLC448$45K0.02%13F-HRTimeline
Frazier Financial Advisors, LLC433$44.2K0.04%013F-HRTimeline
HARBOUR INVESTMENTS, INC.400$40.9K<0.01%+38713F-HRTimeline
BLAIR WILLIAM & CO/IL400$40.9K<0.01%new13F-HRTimeline
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…299$30.6K<0.01%013F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…253$25.9K<0.01%013F-HRTimelineGroup
Avior Wealth Management, LLC239$24.4K<0.01%013F-HRTimeline
SIMPLEX TRADING, LLC220$22K<0.01%+14413F-HRTimeline
Sunbelt Securities, Inc.194$19.8K<0.01%new13F-HRTimeline
AE Wealth Management LLC125$12.8K<0.01%new13F-HRTimeline
Nova Wealth Management, Inc.91$9.31K0.01%13F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/80$8.18K<0.01%013F-HRTimelineGroup
Federation des caisses Desjardins du Qu…50$5.11K<0.01%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…25$2.56K<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN0$26<0.01%-113F-HRTimelineGroupAmount filed as zero, left out of ratios.