EQAL · Insider trading · 13F holders · Congress trades
Invesco Exch Traded Fd Tr II (EQAL)
Who is buying and selling EQAL: 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
- 12
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 0
EQAL at a glance
- No open-market insider purchases or sales of EQAL were filed in the last 90 days.
- 12 13F filers hold EQAL among their 50 largest positions, worth $21.7M combined. The biggest bets by portfolio weight are Bingham Private Wealth, LLC (1.9%), Longview Financial Advisors, Inc. (1.3%) and Lunt Capital Management, Inc. (1.0%). In their latest 13Fs, 0 managers opened a new position and 1 added to one.
- No member of Congress has disclosed a trade in EQAL.
EQAL insider trading
No open-market insider purchases or sales of EQAL were filed in the last 90 days.
Who owns EQAL? Hedge funds and superinvestors
12 13F filers hold EQAL among their 50 largest positions, worth $21.7M combined. The biggest bets by portfolio weight are Bingham Private Wealth, LLC (1.9%), Longview Financial Advisors, Inc. (1.3%) and Lunt Capital Management, Inc. (1.0%). In their latest 13Fs, 0 managers opened a new position and 1 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Wick Capital Partners, LLCWealth manager | 0.7% | $4.5M | 76,086 | -7.9% shares | Q2 2026 |
| Lunt Capital Management, Inc.Institutional asset manager | 1.0% | $2.8M | 48,007 | +3.6% shares | Q2 2026 |
| Bingham Private Wealth, LLCWealth manager | 1.9% | $2.8M | 47,694 | +5.7% shares | Q2 2026 |
| Longview Financial Advisors, Inc.Wealth manager | 1.3% | $2.3M | 39,780 | -9.7% shares | Q3 2026 |
| Davis Investment Partners, LLCWealth manager | 0.6% | $2.1M | 35,187 | -0.5% shares | Q2 2026 |
| Carroll Advisory Group, LLCWealth manager | 0.5% | $1.7M | 29,685 | -0.2% shares | Q3 2026 |
| Friedenthal FinancialWealth manager | 0.7% | $1.7M | 29,199 | -0.5% shares | Q3 2026 |
| Shade Tree Advisors LLCWealth manager | 0.6% | $1.2M | 20,447 | -7.1% shares | Q3 2026 |
| Everest Private WealthWealth manager | 0.4% | $1.0M | 16,993 | — | Q2 2026 |
| Ulrich Consultants & Investment Group, LLCInvestment manager | 0.8% | $756K | 13,198 | -51.5% shares | Q3 2026 |
| Up Strategic Wealth Investment Advisors LLCWealth manager | 0.4% | $590K | 9,757 | +0.0% shares | Q2 2026 |
| Dodds Wealth, LLCWealth manager | 0.1% | $302K | 5,093 | +0.0% shares | Q2 2026 |
Each manager counts with its latest 13F (Q3 2026: 5, Q2 2026: 7). Screen EQAL in the grand portfolio →
EQAL stock trades by members of Congress
No member of Congress has disclosed a trade in EQAL.
EQAL questions and answers
Are insiders buying EQAL stock?
No open-market insider purchases or sales of EQAL were filed in the last 90 days.
Which hedge funds own EQAL?
12 13F filers hold EQAL among their 50 largest positions, worth $21.7M combined. The biggest bets by portfolio weight are Bingham Private Wealth, LLC (1.9%), Longview Financial Advisors, Inc. (1.3%) and Lunt Capital Management, Inc. (1.0%). In their latest 13Fs, 0 managers opened a new position and 1 added to one.
Has Congress traded EQAL?
No member of Congress has disclosed a trade in EQAL.
Who is the largest holder of EQAL?
Among 13F filers, Wick Capital Partners, LLC reports the largest EQAL position, $4.5M (76,086 shares) in its Q2 2026 13F. The biggest bet by portfolio weight is Bingham Private Wealth, LLC's: 1.9% of its portfolio.
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