EQWL β€” INVESCO EXCHANGE TRADED FD T

Ownership history in Bond & Devick Financial Network, Inc.  Β·  10 quarters on record

AI Ownership Summary

Bond & Devick Financial Network, Inc. reported INVESCO EXCHANGE TRADED FD T (EQWL) in 10 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 10.38% in 2025 Q4. The latest visible filing shows EQWL at 10.38% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this EQWL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Bond & Devick Financial Network, Inc.'s position in INVESCO EXCHANGE TRADED FD T, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

EQWL was reported at 10.38% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
10.38% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q3 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Bond & Devick Financial Network, Inc. held EQWL β€” position size vs. price
% of Fund (quarterly)    EQWL price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 311,977 +12,652 +4.2% 10.38% $36.9M 2026-02-14 (Est.) $121.35
2025 Q3 ADDED 299,325 +17,603 +6.2% 10.32% $34.3M 2025-11-05 $114.59
2025 Q2 ADDED 281,722 +5,956 +2.2% 10.30% $31.0M 2025-07-11 $109.28
2025 Q1 ADDED 275,766 +90,847 +49.1% 10.31% $28.4M 2025-04-09 $97.06
2024 Q4 UNCHANGED 184,919 β€” 0% 8.09% $18.9M 2025-01-14 $99.63
2024 Q3 ADDED 184,919 +63,654 +52.5% 8.09% $18.9M 2024-11-04 $98.92
2024 Q2 ADDED 121,265 +17,924 +17.3% 6.14% $11.5M 2024-07-12 $93.69
2024 Q1 ADDED 103,341 +15,250 +17.3% 5.32% $9.8M 2024-04-26 $88.45
2023 Q4 ADDED 88,091 +9,194 +11.7% 4.39% $7.7M 2024-01-10 $84.12
2023 Q3 INITIATED 78,897 β€” β€” 3.99% $6.2M 2023-10-13 $74.55

FAQ About Bond & Devick Financial Network, Inc. and EQWL

These are the practical questions this page is built to answer before you even open the full history table.

How long has Bond & Devick Financial Network, Inc. reported owning EQWL?

Bond & Devick Financial Network, Inc. reported EQWL across 10 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported EQWL position in Bond & Devick Financial Network, Inc.'s portfolio?

The largest reported portfolio weight for EQWL was 10.38% in 2025 Q4.

What is the latest reported EQWL position on this page?

The most recent filing on this page is 2025 Q4, when Bond & Devick Financial Network, Inc. reported 311,977 shares, equal to 10.38% of portfolio, with an estimated market value of $36.9M.

What does the chart on this EQWL ownership page compare?

The chart compares Bond & Devick Financial Network, Inc.'s quarterly EQWL portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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