EQWL INVESCO EXCHANGE TRADED FD T
FollowS&P 100 EQL WIGH (fund)
Filings received so far for Q3 2026: 6 13F filers report a position in EQWL shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.
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 2026
Filers in the available 13F reports with a share position at 2026-09-30, 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.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| YHB Investment Advisors, Inc. | 110,179 | $14.2M | 0.9% | +20,158 | 13F-HRTimeline |
| Planning Strategies Inc. | 33,909 | $4.38M | 2.6% | +3,687 | 13F-HRTimeline |
| Wealth Enhancement Trust Services, Inc. | 8,856 | $1.14M | 0.12% | -9,996 | 13F-HRTimeline |
| Farther Finance Advisors, LLC | 2,920 | $377K | <0.01% | +77 | 13F-HRTimeline |
| Apella Capital, LLC | 1,560 | $203K | <0.01% | +6 | 13F-HRTimeline |
| CoreCap Advisors, LLC | 23 | $2.97K | <0.01% | 0 | 13F-HRTimeline |