Skip to content
Disclosery

EQWL INVESCO EXCHANGE TRADED FD T

Follow

S&P 100 EQL WIGH (fund)

176 managers (177 13F filers) reported a position in EQWL shares at 2025-12-31, 9,822,506 shares in all. 24 filers opened a position and 16 filers sold out during the quarter.

Managers
176
13F filers
177
New
24
Added
85
Reduced
30
Sold out
16
Shares held by filers
9,822,506

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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 LLC1,765,365$209M0.06%+156,72513F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC723,791$85.5M0.02%+248,13713F-HRTimelineGroup
Cetera Investment Advisers656,325$77.6M0.08%+35,45813F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY627,061$74.1M<0.01%+53413F-HR/ATimelineGroup
RFP Financial Group LLC458,426$54.2M25.94%+111,11513F-HRTimeline
Bond & Devick Financial Network, Inc.311,977$36.9M10.38%+12,65213F-HRTimeline
Altus Wealth Management, LLC302,828$35.8M15.43%+2,92713F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.292,006$34.5M0.05%+15,03813F-HRTimelineGroup
REICON WEALTH ADVISORS, LLC251,204$29.7M21.7%13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP236,892$28M0.02%+57,46613F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/226,179$26.7M<0.01%+31,88213F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC225,378$26.6M0.01%-19,08713F-HRTimelineGroup
Private Advisor Group, LLC186,409$22M0.1%+17,23013F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…185,144$21.9M0.04%new13F-HRTimelineGroup
Cambridge Investment Research Advisors,…172,874$20.4M0.05%+14,51313F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…153,651$18.2M0.01%-15,55713F-HR/ATimelineGroup
Prentice Wealth Management LLC146,049$17.3M3.94%+8,30513F-HRTimeline
Schorn Wealth LLC136,541$16.1M4.9%-1,35913F-HRTimeline
CM WEALTH ADVISORS LLC117,908$13.9M3.15%+1,65913F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…112,605$13.6M0.02%+2,49313F-HRTimeline
Able Wealth Management LLC112,920$13.3M4.22%+11,36813F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC112,086$13.2M0.05%-30113F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC111,628$13.2M<0.01%+55,76813F-HR/ATimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC111,608$13.2M0.02%+10,93813F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC107,533$12.7M0.2%+2,49013F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding88,438$10.4M-4,574Timeline
Argent Advisors, Inc.88,020$10.4M2.9%new13F-HRTimeline
Systelligence, LLC80,853$9.55M1.82%-66,24513F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP69,917$8.26M0.01%+3,44013F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA68,223$8.06M<0.01%+14,01913F-HRTimelineGroup
Forza Wealth Management, LLC67,107$7.93M2.87%+33,68013F-HRTimeline
KPP Advisory Services LLC64,937$7.67M1.11%new13F-HRTimeline
Rothschild Wealth LLC61,587$7.28M0.7%new13F-HR/ATimeline
YHB Investment Advisors, Inc.58,340$6.89M0.48%+21,47913F-HRTimeline
UBS Group AGin group UBS Group AG55,135$6.51M<0.01%+72413F-HRTimelineGroup
Merit Financial Group, LLC51,355$6.07M0.05%+61213F-HRTimeline
Fifth Third Securities, Inc.in group FIFTH THIRD BANK, NATIONAL AS…47,397$5.6M0.37%+5,26013F-HRTimelineGroup
Advisory Services Network, LLC46,668$5.51M0.08%+13,21213F-HRTimeline
PCG Wealth Advisors, LLC45,315$5.35M1.52%+60213F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.44,173$5.22M0.04%+5,11413F-HRTimelineGroup
Financially Speaking Inc41,290$4.88M3.16%new13F-HRTimeline
Columbia River Financial Group, LLC37,408$4.42M2.71%-1,04313F-HRTimeline
Janney Montgomery Scott LLC36,413$4.3M0.01%+6,93513F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO36,244$4.28M<0.01%+10813F-HRTimelineGroup
Highview Capital Management LLC/DE/32,867$3.88M1.37%-52813F-HRTimeline
First National Trust Co31,122$3.68M0.12%-1,25513F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…30,736$3.63M0.07%+27513F-HRTimelineGroup
BECK CAPITAL MANAGEMENT, LLC30,131$3.56M0.85%-17,54313F-HRTimeline
Steele Capital Management, Inc.27,438$3.24M0.14%+2013F-HRTimeline
National Wealth Management Group, LLC24,475$2.89M1%-95013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…21,145$2.5M<0.01%+6,92813F-HR/ATimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…20,782$2.46M<0.01%new13F-HRTimelineGroup
Wealth Enhancement Trust Services, Inc.18,663$2.21M0.28%13F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…18,454$2.18M0.04%+3,32013F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV17,508$2.07M0.13%+48913F-HRTimeline
Foundations Investment Advisors, LLC17,425$2.06M0.03%+3,19413F-HRTimeline
CoreFirst Bank & Trust17,319$2.05M1.11%-2,52213F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC16,609$1.96M0.02%+38113F-HRTimelineGroup
THOROUGHBRED FINANCIAL SERVICES, LLC16,210$1.92M0.11%+3,19213F-HRTimeline
Beacon Pointe Advisors, LLC15,930$1.88M0.01%+14013F-HRTimeline
Kovack Advisors, Inc.15,434$1.82M0.09%+1,43113F-HR/ATimeline
Capital Analysts, LLCin group Capital Analysts, LLC15,280$1.8M0.05%new13F-HR/ATimelineGroup
Aptus Capital Advisors, LLC15,163$1.79M0.02%+13,24813F-HRTimeline
FORONJY FINANCIAL LLC15,151$1.79M0.75%+9613F-HRTimeline
Belpointe Asset Management LLC15,128$1.79M0.06%+2,15113F-HRTimeline
PATTEN & PATTEN INC/TN14,589$1.72M0.1%+4,80013F-HRTimeline
Arkadios Wealth Advisors13,760$1.63M0.03%+1,86313F-HRTimeline
Private Capital Management, LLC12,061$1.43M0.14%+57313F-HRTimeline
Sovereign Financial Group, Inc.11,768$1.39M0.25%+1,17613F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC11,690$1.38M0.08%-3,35613F-HRTimeline
MML INVESTORS SERVICES, LLC11,560$1.37M<0.01%+2,75613F-HRTimeline
Regal Investment Advisors LLC11,501$1.36M0.08%-7,58613F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp11,260$1.33M<0.01%new13F-HRTimelineGroup
COMERICA BANK11,054$1.31M0.01%+3313F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.10,350$1.22M0.01%+48113F-HRTimelineGroup
KINGSWOOD WEALTH ADVISORS, LLC9,910$1.17M0.06%-28213F-HRTimeline
JFS WEALTH ADVISORS, LLC9,200$1.09M0.06%013F-HRTimeline
Goodwin Investment Advisory9,144$1.08M1.19%013F-HRTimeline
REDW Wealth LLC8,964$1.06M0.4%+5,09213F-HRTimeline
SMITH, MOORE & CO.8,875$1.05M0.08%-10013F-HRTimeline
Chicago Partners Investment Group LLC8,592$1.03M0.03%+3,68213F-HRTimeline
Carnegie Investment Counsel8,470$1M0.02%+50913F-HRTimeline
PSI Advisors, LLC8,462$1000K0.25%+3,33113F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV8,246$974K0.05%-61913F-HRTimeline
SeaCrest Wealth Management, LLC7,809$933K0.09%+61013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\7,889$932K<0.01%+89413F-HRTimelineGroup
PERRYMAN FINANCIAL ADVISORY INC /AD7,784$920K0.13%13F-HRTimeline
J.W. COLE ADVISORS, INC.7,474$883K0.02%-47513F-HRTimeline
Allegheny Financial Group7,338$867K0.13%+3213F-HRTimeline
OakTrust Wealth Advisors, LLC7,020$829K0.77%13F-HRTimeline
Winthrop Capital Management, LLC6,683$790K0.18%-1,02813F-HRTimeline
BLAIR WILLIAM & CO/IL6,477$765K<0.01%+6,07713F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.6,402$756K0.03%-9,45113F-HRTimelineGroup
HUB Investment Partners, LLC5,983$707K0.02%+39513F-HRTimeline
BALANCED WEALTH GROUP LLC5,964$687K0.25%+2513F-HRTimeline
Kingsview Wealth Management, LLC5,785$684K0.01%+2,07913F-HRTimeline
Michels Family Financial, LLC5,573$659K0.48%+50113F-HRTimeline
COMPASS CAPITAL MANAGEMENT, INC4,976$588K0.03%new13F-HRTimeline
QTR Family Wealth, LLC4,753$583K0.26%-64413F-HRTimeline
Nova Wealth Management, Inc.4,805$568K0.39%+59013F-HRTimeline
CWM, LLCin group CWM, LLC4,507$533K<0.01%013F-HRTimelineGroup
Qube Research & Technologies Ltd4,486$530K<0.01%+3,65913F-HRTimeline
Betterment LLC4,401$520K<0.01%+23413F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED4,354$518K0.03%-8413F-HRTimeline
HighTower Advisors, LLC4,210$497K<0.01%-11513F-HRTimeline
FMR LLCin group FMR LLC4,086$483K<0.01%-12513F-HRTimelineGroup
Ullmann Wealth Partners Group, LLC4,079$475K0.05%013F-HRTimeline
NewEdge Advisors, LLC3,933$465K<0.01%+95213F-HRTimeline
Mariner, LLCin group Mariner, LLC3,931$464K<0.01%-8413F-HRTimelineGroup
&PARTNERS6,377$462K<0.01%+2,65913F-HRTimeline
Avant Capital LLC3,806$450K0.31%+12713F-HRTimeline
CAPTRUST FINANCIAL ADVISORS3,771$446K<0.01%new13F-HRTimeline
Glass Jacobson Investment Advisors llc3,675$434K0.16%+3913F-HRTimeline
Blue Chip Partners, LLC3,550$419K0.03%-613F-HRTimeline
D.A. DAVIDSON & CO.3,533$417K<0.01%013F-HRTimeline
Vestmark Advisory Solutions, Inc.3,414$403K0.01%new13F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC3,414$403K0.02%new13F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP3,260$385K<0.01%-24313F-HRTimelineGroup
CAHILL FINANCIAL ADVISORS INC3,186$376K0.04%-313F-HRTimeline
Focus Financial Network, Inc.3,032$358K0.01%+36113F-HRTimeline
Destiny Wealth Partners, LLC2,811$339K0.04%013F-HRTimeline
Sunbelt Securities, Inc.2,821$333K0.02%+7513F-HRTimeline
FLC Capital Advisors2,800$331K0.06%013F-HRTimeline
Orion Capital Management LLC2,770$327K0.11%013F-HRTimeline
SIGNAL TREE FINANCIAL PARTNERS LLC2,710$320K0.24%013F-HRTimeline
W1M Asset Management Ltd2,615$309K<0.01%new13F-HRTimeline
WEDBUSH SECURITIES INC2,520$298K0.01%new13F-HRTimeline
Independent Advisor Alliance2,516$297K0.01%013F-HRTimeline
EP Wealth Advisors, LLC2,426$287K<0.01%13F-HRTimeline
Zhang Financial LLC2,410$285K0.01%new13F-HRTimeline
Global Retirement Partners, LLC2,372$280K<0.01%+213F-HRTimeline
USAdvisors Wealth Management, LLC2,244$265K0.09%+1013F-HRTimeline
DIVERSIFIED TRUST CO2,165$256K<0.01%013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.2,165$256K<0.01%013F-HRTimelineGroup
ATX Financial Planning, LLC2,120$250K0.19%13F-HRTimeline
Parallel Advisors, LLC2,082$246K<0.01%+32513F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC2,072$245K<0.01%-2,22313F-HRTimelineGroup
Prospera Financial Services Inc2,013$238K<0.01%+1313F-HRTimeline
High Falls Advisors, Inc2,000$236K0.05%+2213F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT1,996$236K<0.01%013F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.1,992$235K<0.01%new13F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP1,821$215K<0.01%+613F-HRTimelineGroup
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…1,810$214K0.01%new13F-HRTimelineGroup
Quantinno Capital Management LP1,781$210K<0.01%new13F-HRTimeline
Uniting Wealth Partners, LLC1,773$209K0.06%013F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth1,757$208K<0.01%new13F-HRTimelineGroup
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…1,751$207K<0.01%013F-HRTimelineGroup
INTERNATIONAL ASSETS INVESTMENT MANAGEM…1,740$206K0.01%new13F-HRTimeline
Harbor Asset Planning, Inc.1,643$194K0.17%+813F-HRTimeline
MAI Capital Management1,441$170K<0.01%013F-HRTimeline
Ankerstar Wealth, LLC1,228$145K0.14%13F-HRTimeline
IFP Advisors, Inc1,058$125K<0.01%+1813F-HRTimeline
Graney & King, LLC782$92.4K0.05%013F-HRTimeline
Pinnacle Bancorp, Inc.766$90.5K0.03%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management750$88.6K<0.01%013F-HRTimelineGroup
Tanglewood Legacy Advisors, LLC570$67.4K0.03%013F-HRTimeline
Farther Finance Advisors, LLC570$67.4K<0.01%013F-HRTimeline
United Community Bankin group United Community Bank555$65.6K0.02%013F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN502$59.4K<0.01%+50113F-HRTimelineGroup
PRIVATE TRUST CO NA481$56.8K<0.01%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/477$56.4K<0.01%013F-HRTimelineGroup
Frazier Financial Advisors, LLC433$51.2K0.03%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…407$48.1K<0.01%+2813F-HRTimelineGroup
PENSION & WEALTH MANAGEMENT ADVISORS, I…320$37.8K0.01%+213F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding281$33.2K-1,149Timeline
PITTENGER & ANDERSON INC250$29.5K<0.01%new13F-HRTimeline
Biltmore Family Office, LLC139$16.4K<0.01%013F-HRTimeline
Providence Capital Advisors, LLC111$13.1K<0.01%013F-HRTimeline
Clearstead Advisors, LLC100$11.8K<0.01%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.65$7.68K<0.01%-513F-HRTimeline
Federation des caisses Desjardins du Qu…50$5.91K<0.01%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…37$4.37K<0.01%013F-HRTimeline
CoreCap Advisors, LLC23$2.72K<0.01%013F-HRTimeline
SageView Advisory Group, LLC21$2.48K<0.01%new13F-HRTimeline
Fairway Wealth LLC20$2.36K<0.01%new13F-HRTimeline
Archer Investment Corp19$2.25K<0.01%+913F-HRTimeline