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Disclosery

EQWL INVESCO EXCHANGE TRADED FD T

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S&P 100 EQL WIGH (fund)

147 managers (148 13F filers) reported a position in EQWL shares at 2025-06-30, 7,553,103 shares in all. 26 filers opened a position and 10 filers sold out during the quarter.

Managers
147
13F filers
148
New
26
Added
70
Reduced
25
Sold out
10
Shares held by filers
7,553,103

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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 LLC1,087,139$120M0.04%+169,33613F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY569,993$62.7M<0.01%+129,79213F-HRTimelineGroup
Cetera Investment Advisers550,308$60.5M0.1%+30,53513F-HRTimeline
RFP Financial Group LLC471,667$51.9M21.42%new13F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC444,410$48.9M0.01%+166,90113F-HRTimelineGroup
Altus Wealth Management, LLC295,389$32.5M15.55%new13F-HRTimeline
Bond & Devick Financial Network, Inc.281,722$31M10.3%+5,95613F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/225,802$24.8M<0.01%+17,70913F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.221,794$24.4M0.04%-14,14013F-HR/ATimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC174,000$19.1M0.01%+34,02413F-HRTimelineGroup
AVANTAX ADVISORY SERVICES, INC.169,949$18.7M0.1%+25,03113F-HRTimeline
Private Advisor Group, LLC166,540$18.3M0.1%+26,90913F-HRTimeline
Cambridge Investment Research Advisors,…148,689$16.4M0.05%+33,05113F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…145,395$16M0.03%new13F-HR/ATimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP143,913$15.8M0.01%+37,45913F-HRTimelineGroup
Schorn Wealth LLC140,513$15.5M5.11%-17,29613F-HRTimeline
Prentice Wealth Management LLC135,020$14.8M3.9%+10,48313F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC122,472$13.5M0.07%+111,47013F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…109,810$12.3M0.02%+2,62513F-HRTimeline
Systelligence, LLC109,910$12.1M2.24%new13F-HRTimeline
CM WEALTH ADVISORS LLC105,982$11.7M3.43%-7,56413F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC96,369$10.6M0.2%+52,74513F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC93,407$10.3M0.01%+10,29213F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…84,316$9.27M0.01%+49,71813F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC78,206$8.6M<0.01%+9,65513F-HRTimelineGroup
Able Wealth Management LLC72,384$7.96M4.01%+6,34613F-HRTimeline
Siligmueller & Norvid Wealth Advisors L…67,519$7.46M2.9%+8,83413F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP64,082$7.05M0.01%+12,18813F-HRTimelineGroup
Highview Capital Management LLC/DE/61,533$6.77M2.61%+24,92413F-HRTimeline
UBS Group AGin group UBS Group AG56,110$6.17M<0.01%+15,57113F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA50,655$5.57M<0.01%+4,16013F-HR/ATimelineGroup
Merit Financial Group, LLC50,616$5.57M0.06%+70413F-HRTimeline
BECK CAPITAL MANAGEMENT, LLC47,753$5.25M1.31%-6,40013F-HRTimeline
First National Trust Co43,371$4.77M0.18%013F-HRTimeline
Columbia River Financial Group, LLC39,763$4.36M2.82%-1,32613F-HRTimeline
Fifth Third Securities, Inc.in group FIFTH THIRD BANK, NATIONAL AS…35,783$3.94M0.3%-54613F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.35,025$3.85M0.03%+18,56113F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO31,640$3.48M<0.01%+26,82913F-HRTimelineGroup
Advisory Services Network, LLC31,289$3.44M0.06%-57,60613F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC30,006$3.3M<0.01%+21,54313F-HRTimelineGroup
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…29,462$3.24M0.07%+3,43113F-HRTimelineGroup
Janney Montgomery Scott LLC28,788$3.17M0.01%new13F-HRTimeline
Steele Capital Management, Inc.27,418$3.02M0.14%+5,11713F-HRTimeline
Atria Wealth Solutions, Inc.26,547$2.95M0.07%+1,13113F-HRTimeline
National Wealth Management Group, LLC25,863$2.84M1.59%+10413F-HRTimeline
CHB Investment Group, LLC22,966$2.53M1.29%-813F-HRTimeline
FORONJY FINANCIAL LLC21,138$2.32M1.09%13F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC19,925$2.19M0.17%new13F-HRTimeline
CoreFirst Bank & Trust19,574$2.15M1.22%+39013F-HRTimeline
VISTA INVESTMENT PARTNERS II, LLC16,840$1.85M0.89%+11,82813F-HRTimeline
Kovack Advisors, Inc.15,893$1.75M0.17%+72513F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV15,763$1.73M0.12%+2,70313F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC15,695$1.73M0.02%+19513F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…13,833$1.52M<0.01%+1,07013F-HRTimelineGroup
Beacon Pointe Advisors, LLC13,572$1.49M0.02%+2,39413F-HRTimeline
Foundations Investment Advisors, LLC12,909$1.42M0.02%+5,00813F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…12,489$1.37M<0.01%new13F-HR/ATimelineGroup
Goodwin Investment Advisory11,858$1.3M1.51%new13F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC11,404$1.25M0.1%-1,68213F-HRTimeline
COMERICA BANK11,353$1.25M<0.01%-313F-HRTimeline
Arkadios Wealth Advisors10,930$1.2M0.04%+7,48413F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.10,310$1.13M0.02%+7,85313F-HRTimelineGroup
Private Capital Management, LLC10,103$1.11M0.11%+1,00913F-HRTimeline
JFS WEALTH ADVISORS, LLC9,200$1.01M0.06%013F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…9,117$1M0.02%new13F-HRTimelineGroup
SMITH, MOORE & CO.9,075$998K0.08%+30013F-HRTimeline
MML INVESTORS SERVICES, LLC8,660$952K<0.01%-28513F-HRTimeline
Precision Wealth Strategies, LLC8,610$947K0.31%new13F-HRTimeline
Winthrop Capital Management, LLC8,498$935K0.24%-2,17713F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC8,120$893K<0.01%+52613F-HRTimelineGroup
NATIONS FINANCIAL GROUP INC, /IA/ /ADV8,075$888K0.06%+13813F-HRTimeline
Carnegie Investment Counsel7,753$853K0.02%-59313F-HRTimeline
J.W. COLE ADVISORS, INC.7,464$821K0.02%-3613F-HRTimeline
Allegheny Financial Group7,276$800K0.18%-90913F-HRTimeline
BALANCED WEALTH GROUP LLC5,939$652K0.28%+2413F-HRTimeline
HUB Investment Partners, LLC5,602$616K0.02%+1,14113F-HRTimeline
QTR Family Wealth, LLC5,580$614K0.38%-10513F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.5,512$606K0.03%+1,36213F-HRTimelineGroup
SeaCrest Wealth Management, LLC5,435$598K0.06%+513F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC5,199$571K0.04%+1,54613F-HRTimeline
Michels Family Financial, LLC4,896$538K0.46%+24013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\4,634$510K<0.01%+3,39513F-HRTimelineGroup
CWM, LLCin group CWM, LLC4,507$496K<0.01%013F-HRTimelineGroup
SILVER OAK SECURITIES, INCORPORATED4,396$483K0.04%+19013F-HRTimeline
Forza Wealth Management, LLC4,352$479K0.2%new13F-HRTimeline
Mariner, LLCin group Mariner, LLC4,307$474K<0.01%+86513F-HRTimelineGroup
EP Wealth Advisors, LLC4,125$454K<0.01%+2,63013F-HRTimeline
Ullmann Wealth Partners Group, LLC4,069$448K0.05%+913F-HRTimeline
Betterment LLC3,805$418K<0.01%new13F-HRTimeline
Avant Capital LLC3,675$404K0.31%+46713F-HRTimeline
Blue Chip Partners, LLC3,605$396K0.03%-34413F-HRTimeline
NewEdge Advisors, LLC3,585$394K<0.01%-49713F-HRTimeline
Glass Jacobson Investment Advisors llc3,536$389K0.15%+2,59213F-HRTimeline
D.A. DAVIDSON & CO.3,533$389K<0.01%-2,10313F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP3,491$384K<0.01%+33913F-HRTimelineGroup
Chicago Partners Investment Group LLC3,371$378K0.01%new13F-HRTimeline
CAHILL FINANCIAL ADVISORS INC3,186$350K0.04%+213F-HRTimeline
Belpointe Asset Management LLC2,898$319K0.01%new13F-HRTimeline
Destiny Wealth Partners, LLC2,811$309K0.04%013F-HRTimeline
FLC Capital Advisors2,800$308K0.06%013F-HRTimeline
Kingsview Wealth Management, LLC2,770$305K0.01%-8713F-HRTimeline
Orion Capital Management LLC2,770$305K0.12%013F-HRTimeline
FMR LLCin group FMR LLC2,732$300K<0.01%+14313F-HRTimelineGroup
SIGNAL TREE FINANCIAL PARTNERS LLC2,710$298K0.26%013F-HRTimeline
Focus Financial Network, Inc.2,663$293K0.01%-24813F-HRTimeline
BRIGHTON JONES LLC2,629$289K0.01%new13F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP2,588$285K<0.01%new13F-HRTimelineGroup
Independent Advisor Alliance2,516$277K0.01%new13F-HRTimeline
Advisor Resource Council2,516$277K0.14%new13F-HRTimeline
Atlas Private Wealth Advisors2,410$265K0.03%+3713F-HRTimeline
Global Retirement Partners, LLC2,369$261K0.01%13F-HRTimeline
DIVERSIFIED TRUST CO2,200$242K0.01%+3513F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.2,165$238K<0.01%013F-HRTimelineGroup
BRADLEY FOSTER & SARGENT INC/CT1,996$220K<0.01%013F-HRTimeline
CIBC WORLD MARKET INC.1,971$217K<0.01%new13F-HRTimeline
Western Wealth Management, LLC1,871$206K0.01%new13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,751$193K<0.01%+1,74913F-HRTimelineGroup
Parallel Advisors, LLC1,672$184K<0.01%new13F-HRTimeline
Harbor Asset Planning, Inc.1,629$179K0.17%13F-HRTimeline
MAI Capital Management1,441$158K<0.01%013F-HRTimeline
Graney & King, LLC1,389$153K0.1%-1513F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding1,333$147K+1,052Timeline
IFP Advisors, Inc1,040$114K<0.01%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/977$108K<0.01%+89713F-HR/ATimelineGroup
Aptus Capital Advisors, LLC861$94.7K<0.01%+9013F-HRTimeline
Pinnacle Bancorp, Inc.766$84.2K0.03%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management705$77.5K<0.01%+13313F-HRTimelineGroup
Tanglewood Legacy Advisors, LLC570$62.7K0.03%013F-HRTimeline
Farther Finance Advisors, LLC570$62.7K<0.01%013F-HRTimeline
AdvisorNet Financial, Inc535$58.8K<0.01%013F-HRTimeline
Nova Wealth Management, Inc.487$53.6K0.04%+22113F-HRTimeline
Wood Tarver Financial Group, LLC448$49K0.01%013F-HRTimeline
Frazier Financial Advisors, LLC433$47.6K0.03%013F-HRTimeline
BLAIR WILLIAM & CO/IL400$44K<0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…379$41.7K<0.01%013F-HRTimelineGroup
PENSION & WEALTH MANAGEMENT ADVISORS, I…317$34.9K0.01%new13F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC246$27.1K<0.01%new13F-HRTimeline
Sunbelt Securities, Inc.194$19.8K<0.01%-2,45613F-HRTimeline
GPS Wealth Strategies Group, LLC119$13.1K<0.01%-2513F-HRTimeline
Providence Capital Advisors, LLC111$12.2K<0.01%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.70$7.7K<0.01%-7,42613F-HRTimeline
SIMPLEX TRADING, LLC66$7K<0.01%+6513F-HRTimeline
Federation des caisses Desjardins du Qu…50$5.5K<0.01%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…37$4.07K<0.01%013F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC34$3.78K<0.01%new13F-HRTimeline
CoreCap Advisors, LLC23$2.53K<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.