# INVESCO EXCH TRADED FD TR II (EQAL)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/EQAL/

- Reporting holders: 5
- Reported value: $5.0M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Longview Financial Advisors, Inc.](https://holderbook.com/funds/1786915-longview-financial-advisors-inc/) | $2.3M | 39,780 | 1.3% | 12 |
| [Breakwater Capital Group](https://holderbook.com/funds/1964309-breakwater-capital-group/) | $1.1M | 19,637 | 0.1% | 7 |
| [DIVERSIFIED MANAGEMENT INC](https://holderbook.com/funds/922372-diversified-management-inc/) | $1.1M | 18,945 | 0.2% | 4 |
| [Castleview Partners, LLC](https://holderbook.com/funds/1737088-castleview-partners-llc/) | $318.2K | 5,557 | 0.1% | 7 |
| [Valeo Financial Advisors, LLC](https://holderbook.com/funds/1722641-valeo-financial-advisors-llc/) | $201.0K | 3,509 | 0.0% | 2 |
| [CX Institutional](https://holderbook.com/funds/1737089-cx-institutional/) | $5 | 94 | 0.0% | 7 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 5 | $5.0M |
| Q2 2026 | 98 | $427.0M |
| Q1 2026 | 87 | $388.4M |
| Q4 2025 | 85 | $358.3M |
| Q3 2025 | 85 | $366.1M |
| Q2 2025 | 90 | $347.4M |
| Q1 2025 | 85 | $292.8M |
| Q4 2024 | 84 | $296.3M |
| Q3 2024 | 77 | $281.3M |
| Q2 2024 | 76 | $263.6M |
| Q1 2024 | 76 | $318.8M |
| Q4 2023 | 76 | $290.6M |