# INVESCO EXCHANGE TRADED FD T (EQWL)

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

- Reporting holders: 6
- Reported value: $20.3M
- 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 |
|---|---|---|---|---|
| [YHB Investment Advisors, Inc.](https://holderbook.com/funds/1469219-yhb-investment-advisors-inc/) | $14.2M | 110,179 | 0.9% | 5 |
| [Planning Strategies Inc.](https://holderbook.com/funds/2139665-planning-strategies-inc/) | $4.4M | 33,909 | 2.6% | 2 |
| [Wealth Enhancement Trust Services, Inc.](https://holderbook.com/funds/2067696-wealth-enhancement-trust-services-inc/) | $1.1M | 8,856 | 0.1% | 4 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $376.8K | 2,920 | 0.0% | 7 |
| [Apella Capital, LLC](https://holderbook.com/funds/1801507-apella-capital-llc/) | $203.2K | 1,560 | 0.0% | 2 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $3.0K | 23 | 0.0% | 7 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 6 | $20.3M |
| Q2 2026 | 201 | $1.8B |
| Q1 2026 | 186 | $1.4B |
| Q4 2025 | 177 | $1.2B |
| Q3 2025 | 162 | $960.7M |
| Q2 2025 | 147 | $839.6M |
| Q1 2025 | 127 | $562.9M |
| Q4 2024 | 123 | $475.1M |
| Q3 2024 | 109 | $405.3M |
| Q2 2024 | 102 | $342.0M |
| Q1 2024 | 98 | $381.3M |
| Q4 2023 | 95 | $257.3M |