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Disclosery

EQWL INVESCO EXCHANGE TRADED FD T

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S&P 100 EQL WIGH (fund)

129 managers (129 13F filers) reported a position in EQWL shares at 2025-03-31, 5,459,740 shares in all. 16 filers opened a position and 7 filers sold out during the quarter.

Managers
129
13F filers
129
New
16
Added
68
Reduced
23
Sold out
7
Shares held by filers
5,459,740

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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 LLC917,803$94.6M0.04%+131,50213F-HRTimeline
Cetera Investment Advisers519,773$53.6M0.1%+59,52613F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY440,201$45.4M<0.01%-1,79713F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC277,509$28.9M0.01%+16,78413F-HRTimelineGroup
Bond & Devick Financial Network, Inc.275,766$28.4M10.31%+90,84713F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.235,934$24.3M0.05%+186,83513F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/208,093$21.5M<0.01%+21,28013F-HRTimelineGroup
Schorn Wealth LLC157,809$16.3M5.36%-15,41713F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.144,918$14.9M0.09%+34,33213F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC139,976$14.4M0.01%+30,30613F-HRTimelineGroup
Private Advisor Group, LLC139,631$14.4M0.09%+133,12913F-HRTimeline
Prentice Wealth Management LLC124,537$12.8M3.71%+1,92113F-HRTimeline
Cambridge Investment Research Advisors,…115,638$11.9M0.04%+4,92613F-HRTimeline
CM WEALTH ADVISORS LLC113,546$11.7M3.74%new13F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…107,185$11M0.02%-1,36813F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP106,454$10.9M0.01%+54,12213F-HR/ATimelineGroup
Advisory Services Network, LLC88,895$9.16M0.18%+1,41213F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC83,115$8.57M0.01%+9,60813F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC68,551$7.07M<0.01%+10,96713F-HRTimelineGroup
Able Wealth Management LLC66,038$6.81M4.04%+5,54113F-HRTimeline
Siligmueller & Norvid Wealth Advisors L…58,685$6.05M2.56%-13713F-HRTimeline
BECK CAPITAL MANAGEMENT, LLC54,153$5.58M1.64%-2,94713F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP51,894$5.35M0.01%+9,69713F-HRTimelineGroup
Merit Financial Group, LLC49,912$5.15M0.08%+2,96713F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA46,495$4.79M<0.01%+6,66413F-HR/ATimelineGroup
First National Trust Co43,371$4.47M0.18%-12,29213F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC43,624$4.46M0.1%+52713F-HRTimelineGroup
PCG Wealth Advisors, LLC41,192$4.25M1.48%+2,68513F-HRTimeline
Columbia River Financial Group, LLC41,089$4.24M2.83%new13F-HRTimeline
UBS Group AGin group UBS Group AG40,539$4.18M<0.01%+8,74013F-HRTimelineGroup
Highview Capital Management LLC/DE/36,609$3.77M1.58%+11,86213F-HRTimeline
Fifth Third Securities, Inc.in group FIFTH THIRD BANK, NATIONAL AS…36,329$3.75M0.32%+51813F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…34,598$3.57M<0.01%+2,69413F-HRTimelineGroup
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…26,031$2.68M0.07%+7,59213F-HRTimelineGroup
National Wealth Management Group, LLC25,759$2.66M1.75%+16,43813F-HRTimeline
Atria Wealth Solutions, Inc.25,416$2.62M0.03%+4,40413F-HRTimeline
CHB Investment Group, LLC22,974$2.37M1.26%-36413F-HRTimeline
Steele Capital Management, Inc.22,301$2.3M0.12%+5,25513F-HRTimeline
CoreFirst Bank & Trust19,184$1.98M1.27%+1,65013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.16,464$1.7M0.02%new13F-HRTimelineGroup
INTEGRITY ALLIANCE, LLC.16,254$1.68M0.07%new13F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC15,500$1.6M0.02%+1,21713F-HRTimelineGroup
Kovack Advisors, Inc.15,168$1.56M0.17%+1,65313F-HRTimeline
Sigma Planning Corp13,762$1.42M0.05%-21013F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC13,086$1.35M0.12%-1,89513F-HR/ATimeline
CREATIVE FINANCIAL DESIGNS INC /ADV13,060$1.35M0.11%+2,15013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…12,763$1.32M<0.01%-20,34113F-HRTimelineGroup
COMERICA BANK11,356$1.17M<0.01%+10913F-HRTimeline
Beacon Pointe Advisors, LLC11,178$1.15M0.01%+3,68113F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC11,002$1.13M0.01%+1,79813F-HRTimelineGroup
Winthrop Capital Management, LLC10,675$1.1M0.3%013F-HRTimeline
JFS WEALTH ADVISORS, LLC9,200$948K0.06%013F-HRTimeline
Private Capital Management, LLC9,094$938K0.1%+1,32713F-HRTimeline
MML INVESTORS SERVICES, LLC8,945$922K<0.01%+4,31213F-HRTimeline
SMITH, MOORE & CO.8,775$905K0.08%013F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC8,463$872K<0.01%new13F-HR/ATimelineGroup
Allegheny Financial Group8,185$844K0.22%+4113F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV7,937$818K0.06%+51213F-HRTimeline
Foundations Investment Advisors, LLC7,901$814K0.02%+96513F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC7,594$783K<0.01%+46513F-HR/ATimelineGroup
Carnegie Investment Counsel8,346$776K0.02%-39013F-HRTimeline
J.W. COLE ADVISORS, INC.7,500$773K0.02%+5,09813F-HRTimeline
HARBOUR INVESTMENTS, INC.7,496$773K0.02%+7,09613F-HRTimeline
BALANCED WEALTH GROUP LLC5,915$610K0.29%+3013F-HRTimeline
QTR Family Wealth, LLC5,685$586K0.44%13F-HRTimeline
D.A. DAVIDSON & CO.5,636$581K<0.01%+2,58513F-HRTimeline
SeaCrest Wealth Management, LLC5,430$560K0.06%+1,19513F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC5,410$558K<0.01%new13F-HRTimelineGroup
VISTA INVESTMENT PARTNERS II, LLC5,012$517K0.29%new13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO4,811$496K<0.01%-68313F-HRTimelineGroup
Michels Family Financial, LLC4,656$480K0.43%-3213F-HRTimeline
CWM, LLCin group CWM, LLC4,507$465K<0.01%013F-HRTimelineGroup
HUB Investment Partners, LLC4,461$460K0.02%new13F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED4,206$430K0.04%+52513F-HR/ATimeline
StoneX Group Inc.in group StoneX Group Inc.4,150$428K0.02%-2,38413F-HR/ATimelineGroup
NewEdge Advisors, LLC4,082$421K<0.01%+70013F-HRTimeline
Ullmann Wealth Partners Group, LLC4,060$419K0.06%+1213F-HRTimeline
Blue Chip Partners, LLC3,949$407K0.04%+2013F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC3,653$376K0.02%+213F-HRTimeline
PSI Advisors, LLC3,504$361K0.12%+52813F-HRTimeline
Arkadios Wealth Advisors3,446$355K0.01%+67113F-HRTimeline
Mariner, LLCin group Mariner, LLC3,442$355K<0.01%new13F-HRTimelineGroup
Avant Capital LLC3,208$331K0.28%+33613F-HRTimeline
CAHILL FINANCIAL ADVISORS INC3,184$328K0.04%-61313F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP3,152$325K<0.01%+1,03113F-HRTimelineGroup
Focus Financial Network, Inc.2,911$300K0.01%new13F-HRTimeline
Kingsview Wealth Management, LLC2,857$295K0.01%+1213F-HRTimeline
Destiny Wealth Partners, LLC2,811$290K0.05%new13F-HRTimeline
FLC Capital Advisors2,800$289K0.06%013F-HRTimeline
Orion Capital Management LLC2,770$286K0.12%013F-HRTimeline
SIGNAL TREE FINANCIAL PARTNERS LLC2,710$279K0.28%013F-HRTimeline
SANDERS MORRIS HARRIS LLC2,703$278K0.04%-57,30213F-HRTimeline
Sunbelt Securities, Inc.2,650$273K0.02%+2,45613F-HRTimeline
FMR LLCin group FMR LLC2,589$267K<0.01%+1,12513F-HRTimelineGroup
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.2,457$253K<0.01%new13F-HRTimelineGroup
Brookstone Capital Managementin group Brookstone Capital Management2,405$248K<0.01%+713F-HRTimelineGroup
Atlas Private Wealth Advisors2,373$245K0.03%-313F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.2,165$223K<0.01%013F-HRTimelineGroup
DIVERSIFIED TRUST CO2,165$223K0.01%013F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT1,996$206K<0.01%013F-HRTimeline
EP Wealth Advisors, LLC1,495$154K<0.01%013F-HRTimeline
MAI Capital Management1,441$149K<0.01%-13513F-HRTimeline
Graney & King, LLC1,404$145K0.11%+313F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\1,239$128K<0.01%+55513F-HRTimelineGroup
IFP Advisors, Inc1,040$107K<0.01%+12613F-HRTimeline
Glass Jacobson Investment Advisors llc944$96.5K0.03%013F-HRTimeline
Aptus Capital Advisors, LLC771$79.5K<0.01%013F-HRTimeline
Pinnacle Bancorp, Inc.766$79K0.03%+14113F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management572$59K<0.01%013F-HRTimelineGroup
Tanglewood Legacy Advisors, LLC570$58.8K0.03%013F-HRTimeline
Farther Finance Advisors, LLC570$58.7K<0.01%new13F-HRTimeline
AdvisorNet Financial, Inc535$55.2K<0.01%013F-HRTimeline
Qube Research & Technologies Ltd535$55.2K<0.01%-56513F-HRTimeline
Wood Tarver Financial Group, LLC448$46.2K0.02%013F-HRTimeline
Frazier Financial Advisors, LLC433$44.6K0.03%013F-HRTimeline
BLAIR WILLIAM & CO/IL400$41.2K<0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…379$39.1K<0.01%+12613F-HRTimelineGroup
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…281$29K<0.01%-1813F-HRTimelineGroup
Nova Wealth Management, Inc.266$27.4K0.02%+17513F-HR/ATimeline
GPS Wealth Strategies Group, LLC144$14.8K<0.01%new13F-HRTimeline
Valued Wealth Advisors LLC137$14.1K0.01%new13F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/80$8.23K<0.01%013F-HRTimelineGroup
Federation des caisses Desjardins du Qu…50$5.16K<0.01%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…37$3.81K<0.01%+1213F-HRTimeline
AE Wealth Management LLC25$2.58K<0.01%-10013F-HRTimeline
CoreCap Advisors, LLC23$2.37K<0.01%new13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN2$176<0.01%+213F-HRTimelineGroup
SIMPLEX TRADING, LLC1$00%-21913F-HRTimelineValue filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-88613F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.