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Disclosery

EQWL INVESCO EXCHANGE TRADED FD T

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S&P 100 EQL WIGH (fund)

160 managers (162 13F filers) reported a position in EQWL shares at 2025-09-30, 8,339,943 shares in all. 28 filers opened a position and 9 filers sold out during the quarter.

Managers
160
13F filers
162
New
28
Added
75
Reduced
31
Sold out
9
Shares held by filers
8,339,943

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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 LLC1,608,640$184M0.05%+521,50113F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY626,527$71.9M<0.01%+56,53413F-HR/ATimelineGroup
Cetera Investment Advisers620,867$71.2M0.08%+70,55913F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC475,654$54.6M0.01%+31,24413F-HRTimelineGroup
RFP Financial Group LLC347,311$39.9M16.25%-124,35613F-HRTimeline
Altus Wealth Management, LLC299,901$34.4M15.23%+4,51213F-HRTimeline
Bond & Devick Financial Network, Inc.299,325$34.3M10.32%+17,60313F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.276,968$31.7M0.04%+55,17413F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC244,465$28M0.01%+70,46513F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/194,297$22.3M<0.01%-31,50513F-HR/ATimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP179,426$20.5M0.01%+35,51313F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…169,208$19.4M0.01%+84,89213F-HRTimelineGroup
Private Advisor Group, LLC169,179$19.4M0.1%+2,63913F-HRTimeline
Cambridge Investment Research Advisors,…158,361$18.2M0.05%+9,67213F-HRTimeline
Systelligence, LLC147,098$16.9M3.2%+37,18813F-HRTimeline
Schorn Wealth LLC137,900$15.8M4.83%-2,61313F-HRTimeline
Prentice Wealth Management LLC137,744$15.8M3.89%+2,72413F-HRTimeline
CM WEALTH ADVISORS LLC116,249$13.3M3.51%+10,26713F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC112,387$12.9M0.06%-10,08513F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…110,112$12.7M0.02%+30213F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC105,043$12M0.2%+8,67413F-HRTimelineGroup
Able Wealth Management LLC101,552$11.6M4.38%+29,16813F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC100,670$11.5M0.01%+7,26313F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding93,012$10.7M+14,806Timeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP66,800$7.66M0.01%new13F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP66,477$7.62M0.01%+2,39513F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC55,860$6.41M<0.01%+25,85413F-HRTimelineGroup
UBS Group AGin group UBS Group AG54,411$6.24M<0.01%-1,69913F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA54,204$6.22M<0.01%+3,54913F-HRTimelineGroup
Merit Financial Group, LLC50,743$5.82M0.05%+12713F-HR/ATimeline
BECK CAPITAL MANAGEMENT, LLC47,674$5.47M1.26%-7913F-HRTimeline
PCG Wealth Advisors, LLC44,713$5.13M1.49%new13F-HRTimeline
Fifth Third Securities, Inc.in group FIFTH THIRD BANK, NATIONAL AS…42,137$4.83M0.33%+6,35413F-HRTimelineGroup
Integrated Wealth Concepts LLC39,856$4.57M0.04%new13F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.39,059$4.48M0.03%+4,03413F-HRTimelineGroup
Columbia River Financial Group, LLC38,451$4.46M2.75%-1,31213F-HRTimeline
YHB Investment Advisors, Inc.36,861$4.23M0.31%new13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO36,136$4.14M<0.01%+4,49613F-HR/ATimelineGroup
Advisory Services Network, LLC33,456$3.84M0.06%+2,16713F-HRTimeline
Forza Wealth Management, LLC33,427$3.83M1.47%+29,07513F-HRTimeline
Highview Capital Management LLC/DE/33,395$3.83M1.41%-28,13813F-HRTimeline
First National Trust Co32,377$3.71M0.13%-10,99413F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…30,461$3.49M0.07%+99913F-HRTimelineGroup
Janney Montgomery Scott LLC29,478$3.38M0.01%+69013F-HRTimeline
Steele Capital Management, Inc.27,418$3.14M0.14%013F-HRTimeline
National Wealth Management Group, LLC25,425$2.92M1.1%-43813F-HRTimeline
VISTA INVESTMENT PARTNERS II, LLC21,621$2.48M1.16%+4,78113F-HRTimeline
CoreFirst Bank & Trust19,841$2.28M1.23%+26713F-HRTimeline
Regal Investment Advisors LLC19,087$2.19M0.14%new13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV17,019$1.95M0.13%+1,25613F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC16,228$1.86M0.01%+53313F-HRTimelineGroup
StoneX Group Inc.in group StoneX Group Inc.15,853$1.82M0.08%+10,34113F-HRTimelineGroup
Beacon Pointe Advisors, LLC15,790$1.81M0.02%+2,21813F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…15,134$1.74M0.03%+6,01713F-HRTimelineGroup
FORONJY FINANCIAL LLC15,055$1.73M0.76%-6,08313F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC15,046$1.73M0.12%-4,87913F-HRTimeline
Foundations Investment Advisors, LLC14,231$1.63M0.02%+1,32213F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…14,217$1.63M<0.01%+1,72813F-HRTimelineGroup
Kovack Advisors, Inc.14,003$1.61M0.15%-1,89013F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC13,018$1.49M0.09%+7,81913F-HRTimeline
Belpointe Asset Management LLC12,977$1.49M0.06%+10,07913F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC12,700$1.46M<0.01%new13F-HRTimelineGroup
Arkadios Wealth Advisors11,897$1.36M0.03%+96713F-HRTimeline
Private Capital Management, LLC11,488$1.32M0.12%+1,38513F-HRTimeline
COMERICA BANK11,021$1.26M<0.01%-33213F-HRTimeline
Sovereign Financial Group, Inc.10,592$1.21M0.23%new13F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC10,192$1.17M0.07%-1,21213F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.9,869$1.13M0.01%-44113F-HRTimelineGroup
PATTEN & PATTEN INC/TN9,789$1.12M0.07%new13F-HRTimeline
JFS WEALTH ADVISORS, LLC9,200$1.06M0.06%013F-HRTimeline
Goodwin Investment Advisory9,144$1.05M1.12%-2,71413F-HRTimeline
SMITH, MOORE & CO.8,975$1.03M0.08%-10013F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV8,865$1.02M0.06%+79013F-HRTimeline
MML INVESTORS SERVICES, LLC8,804$1.01M<0.01%+14413F-HRTimeline
Carnegie Investment Counsel7,961$913K0.02%+20813F-HRTimeline
J.W. COLE ADVISORS, INC.7,949$912K0.02%+48513F-HRTimeline
Winthrop Capital Management, LLC7,711$884K0.21%-78713F-HRTimeline
Allegheny Financial Group7,306$838K0.16%+3013F-HRTimeline
SeaCrest Wealth Management, LLC7,199$833K0.09%+1,76413F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\6,995$802K<0.01%+2,36113F-HRTimelineGroup
BALANCED WEALTH GROUP LLC5,939$659K0.29%013F-HRTimeline
HUB Investment Partners, LLC5,588$641K0.02%-1413F-HRTimeline
QTR Family Wealth, LLC5,397$619K0.29%-18313F-HRTimeline
PSI Advisors, LLC5,131$588K0.15%new13F-HRTimeline
Michels Family Financial, LLC5,072$582K0.45%+17613F-HRTimeline
Chicago Partners Investment Group LLC4,910$577K0.02%+1,53913F-HRTimeline
CWM, LLCin group CWM, LLC4,507$517K<0.01%013F-HRTimelineGroup
SILVER OAK SECURITIES, INCORPORATED4,438$509K0.04%+4213F-HRTimeline
HighTower Advisors, LLC4,325$496K<0.01%new13F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC4,295$493K<0.01%-3,82513F-HRTimelineGroup
Nova Wealth Management, Inc.4,215$483K0.34%+3,72813F-HRTimeline
FMR LLCin group FMR LLC4,211$483K<0.01%+1,47913F-HRTimelineGroup
Betterment LLC4,167$478K<0.01%+36213F-HRTimeline
Ullmann Wealth Partners Group, LLC4,079$468K0.05%+1013F-HRTimeline
Mariner, LLCin group Mariner, LLC4,015$460K<0.01%-29213F-HRTimelineGroup
REDW Wealth LLC3,872$444K0.17%new13F-HRTimeline
&PARTNERS3,718$428K<0.01%new13F-HRTimeline
Kingsview Wealth Management, LLC3,706$425K0.01%+93613F-HRTimeline
Avant Capital LLC3,679$422K0.3%+413F-HRTimeline
Glass Jacobson Investment Advisors llc3,636$417K0.15%+10013F-HRTimeline
Blue Chip Partners, LLC3,556$408K0.03%-4913F-HRTimeline
D.A. DAVIDSON & CO.3,533$405K<0.01%013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP3,503$402K<0.01%+1213F-HRTimelineGroup
CAHILL FINANCIAL ADVISORS INC3,189$366K0.04%+313F-HRTimeline
NewEdge Advisors, LLC2,981$342K<0.01%-60413F-HRTimeline
Destiny Wealth Partners, LLC2,811$322K0.04%013F-HRTimeline
FLC Capital Advisors2,800$321K0.06%013F-HRTimeline
Orion Capital Management LLC2,770$318K0.11%013F-HRTimeline
Sunbelt Securities, Inc.2,746$315K0.02%+2,55213F-HRTimeline
SIGNAL TREE FINANCIAL PARTNERS LLC2,710$312K0.25%013F-HRTimeline
Focus Financial Network, Inc.2,671$306K0.01%+813F-HRTimeline
BRIGHTON JONES LLC2,640$303K0.01%+1113F-HRTimeline
Independent Advisor Alliance2,516$289K0.01%013F-HRTimeline
Global Retirement Partners, LLC2,370$272K0.01%+113F-HRTimeline
USAdvisors Wealth Management, LLC2,234$256K0.09%new13F-HRTimeline
DIVERSIFIED TRUST CO2,165$248K<0.01%-3513F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.2,165$248K<0.01%013F-HRTimelineGroup
SANDERS MORRIS HARRIS LLC2,093$240K0.03%new13F-HRTimeline
Prospera Financial Services Inc2,000$230K<0.01%new13F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT1,996$229K<0.01%013F-HRTimeline
High Falls Advisors, Inc1,978$227K0.05%new13F-HRTimeline
Aptus Capital Advisors, LLC1,915$220K<0.01%+1,05413F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP1,815$208K<0.01%-77313F-HRTimelineGroup
Western Wealth Management, LLC1,780$204K0.01%-9113F-HRTimeline
Uniting Wealth Partners, LLC1,773$203K0.05%new13F-HRTimeline
VestGen Advisors, LLC1,768$203K0.01%new13F-HRTimeline
Parallel Advisors, LLC1,757$201K<0.01%+8513F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…1,751$201K<0.01%new13F-HRTimelineGroup
Harbor Asset Planning, Inc.1,635$188K0.17%+613F-HRTimeline
MAI Capital Management1,441$165K<0.01%013F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding1,430$164K+97Timeline
IFP Advisors, Inc1,040$119K<0.01%013F-HR/ATimeline
Qube Research & Technologies Ltd827$94.8K<0.01%new13F-HRTimeline
Graney & King, LLC782$89.7K0.06%-60713F-HRTimeline
Pinnacle Bancorp, Inc.766$87.8K0.03%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management750$86K<0.01%+4513F-HRTimelineGroup
Asset Dedication, LLC600$68.8K<0.01%new13F-HRTimeline
Tanglewood Legacy Advisors, LLC570$65.4K0.03%013F-HRTimeline
Farther Finance Advisors, LLC570$65.4K<0.01%013F-HRTimeline
United Community Bankin group United Community Bank555$63.6K0.02%new13F-HRTimelineGroup
AdvisorNet Financial, Inc535$61.4K<0.01%013F-HRTimeline
PRIVATE TRUST CO NA481$55.2K<0.01%new13F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/477$54.9K<0.01%-50013F-HRTimelineGroup
SIMPLEX TRADING, LLC473$54K<0.01%+40713F-HRTimeline
Frazier Financial Advisors, LLC433$49.7K0.03%013F-HRTimeline
BLAIR WILLIAM & CO/IL400$45.9K<0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…379$43.5K<0.01%013F-HRTimelineGroup
PENSION & WEALTH MANAGEMENT ADVISORS, I…318$36.5K0.01%+113F-HRTimeline
Cornerstone Planning Group LLC276$32.1K0.01%new13F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC246$28.2K<0.01%013F-HRTimeline
Biltmore Family Office, LLC139$15.9K<0.01%new13F-HRTimeline
GPS Wealth Strategies Group, LLC120$13.7K<0.01%+113F-HRTimeline
Providence Capital Advisors, LLC111$12.7K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.70$8.03K<0.01%013F-HRTimeline
Federation des caisses Desjardins du Qu…50$5.73K<0.01%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…37$4.24K0.01%013F-HRTimeline
CoreCap Advisors, LLC23$2.64K<0.01%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC20$2.29K<0.01%new13F-HRTimelineGroup
Archer Investment Corp10$1.15K<0.01%new13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1$60<0.01%-1,75013F-HRTimelineGroup