EQWL · Insider trading · 13F holders · Congress trades
Invesco Exchange Traded Fd T (EQWL)
Who is buying and selling EQWL: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 27
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 0
EQWL at a glance
- No open-market insider purchases or sales of EQWL were filed in the last 90 days.
- 27 13F filers hold EQWL among their 50 largest positions, worth $313.3M combined. The biggest bets by portfolio weight are Reicon Wealth Advisors, LLC (28.2%), Altus Wealth Management, LLC (15.6%) and Bond & Devick Financial Network, Inc. (9.9%). In their latest 13Fs, 0 managers opened a new position and 6 added to one.
- No member of Congress has disclosed a trade in EQWL.
EQWL insider trading
No open-market insider purchases or sales of EQWL were filed in the last 90 days.
Who owns EQWL? Hedge funds and superinvestors
27 13F filers hold EQWL among their 50 largest positions, worth $313.3M combined. The biggest bets by portfolio weight are Reicon Wealth Advisors, LLC (28.2%), Altus Wealth Management, LLC (15.6%) and Bond & Devick Financial Network, Inc. (9.9%). In their latest 13Fs, 0 managers opened a new position and 6 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Reicon Wealth Advisors, LLCWealth manager | 28.2% | $45.1M | 349,630 | +0.8% shares | Q2 2026 |
| Bond & Devick Financial Network, Inc.Wealth manager | 9.9% | $41.2M | 319,112 | -0.2% shares | Q3 2026 |
| Altus Wealth Management, LLCWealth manager | 15.6% | $41.1M | 318,394 | +1.5% shares | Q3 2026 |
| Cm Wealth Advisors LLCWealth manager | 3.7% | $20.3M | 157,710 | +4.3% shares | Q2 2026 |
| RFP Financial Group LLCWealth manager | 9.1% | $20.3M | 157,285 | -14.7% shares | Q2 2026 |
| Prentice Wealth Management LLCWealth manager | 3.8% | $18.5M | 143,064 | +0.3% shares | Q3 2026 |
| Schorn Wealth LLCWealth manager | 4.7% | $18.2M | 140,909 | +1.5% shares | Q3 2026 |
| YHB Investment Advisors, Inc.Wealth manager | 0.9% | $14.2M | 110,179 | +22.4% shares | Q3 2026 |
| Forza Wealth Management, LLCWealth manager | 3.7% | $12.7M | 98,772 | +17.2% shares | Q3 2026 |
| Argent Advisors, Inc.Wealth manager | 3.1% | $12.4M | 96,380 | +3.3% shares | Q2 2026 |
| Saxon Interests, Inc.Wealth manager | 3.6% | $10.4M | 80,324 | +1.2% shares | Q3 2026 |
| Highview Capital Management LLC/DE/Wealth manager | 1.8% | $6.2M | 47,991 | -5.7% shares | Q2 2026 |
| PCG Wealth Advisors, LLCWealth manager | 1.4% | $6.2M | 47,736 | +1.1% shares | Q2 2026 |
| Sykon Capital LLCWealth manager | 1.8% | $5.8M | 44,950 | — | Q2 2026 |
| Able Wealth Management LLCWealth manager | 1.2% | $5.6M | 42,954 | -0.5% shares | Q3 2026 |
| Columbia River Financial Group, LLCWealth manager | 2.8% | $5.1M | 39,897 | +1.1% shares | Q2 2026 |
| Paradigm, Strategies in Wealth Management, LLCWealth manager | 3.1% | $4.9M | 38,000 | +143.4% shares | Q3 2026 |
| Beck Capital Management, LLCWealth manager | 0.8% | $4.5M | 35,228 | -5.3% shares | Q2 2026 |
| Planning Strategies Inc.Wealth manager | 2.6% | $4.4M | 33,909 | +12.2% shares | Q3 2026 |
| Conscious Wealth Investments, LLCWealth manager | 1.9% | $3.8M | 29,272 | +3.8% shares | Q2 2026 |
| REDW Wealth LLCInstitutional asset manager | 1.2% | $3.3M | 25,261 | +12.4% shares | Q2 2026 |
| National Wealth Management Group, LLCWealth manager | 0.8% | $2.9M | 22,130 | -1.4% shares | Q3 2026 |
| CoreFirst Bank & TrustBank & trust | 1.2% | $2.4M | 18,232 | +2.0% shares | Q2 2026 |
| PSI Advisors, LLCWealth manager | 0.3% | $1.4M | 11,054 | — | Q2 2026 |
| Goodwin Investment AdvisoryWealth manager | 2.8% | $1.4M | 10,829 | +18.4% shares | Q2 2026 |
| Balanced Wealth Group LLCWealth manager | 0.2% | $779K | 6,041 | +0.4% shares | Q2 2026 |
| Signal Tree Financial Partners LLCWealth manager | 0.2% | $350K | 2,710 | +0.0% shares | Q2 2026 |
Each manager counts with its latest 13F (Q3 2026: 11, Q2 2026: 16). Screen EQWL in the grand portfolio →
EQWL stock trades by members of Congress
No member of Congress has disclosed a trade in EQWL.
EQWL questions and answers
Are insiders buying EQWL stock?
No open-market insider purchases or sales of EQWL were filed in the last 90 days.
Which hedge funds own EQWL?
27 13F filers hold EQWL among their 50 largest positions, worth $313.3M combined. The biggest bets by portfolio weight are Reicon Wealth Advisors, LLC (28.2%), Altus Wealth Management, LLC (15.6%) and Bond & Devick Financial Network, Inc. (9.9%). In their latest 13Fs, 0 managers opened a new position and 6 added to one.
Has Congress traded EQWL?
No member of Congress has disclosed a trade in EQWL.
Who is the largest holder of EQWL?
Among 13F filers, Reicon Wealth Advisors, LLC reports the largest EQWL position, $45.1M (349,630 shares) in its Q2 2026 13F. The biggest bet by portfolio weight is Reicon Wealth Advisors, LLC's: 28.2% of its portfolio.
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