EQWL β€” INVESCO EXCHANGE TRADED FD

Ownership history in Highview Capital Management LLC/DE/  Β·  5 quarters on record

AI Ownership Summary

Highview Capital Management LLC/DE/ reported INVESCO EXCHANGE TRADED FD (EQWL) in 5 quarterly 13F filings from 2024 Q4 through 2025 Q4. Peak portfolio weight reached 2.61% in 2025 Q2. The latest visible filing shows EQWL at 1.37% 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 Highview Capital Management LLC/DE/'s position in INVESCO EXCHANGE TRADED FD, 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 1.37% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.61% in 2025 Q2

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

Time in book
Holding Window
2024 Q4 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 Highview Capital Management LLC/DE/ held EQWL β€” position size vs. price
% of Fund (quarterly)    EQWL price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 32,867 -528 -1.6% 1.37% $3.9M 2026-02-14 (Est.) $121.35
2025 Q3 REDUCED 33,395 -28,138 -45.7% 1.41% $3.8M 2025-11-13 $115.38
2025 Q2 ADDED 61,533 +24,924 +68.1% 2.61% $6.8M 2025-08-11 $108.81
2025 Q1 ADDED 36,609 +11,862 +47.9% 1.58% $3.8M 2025-04-30 $99.89
2024 Q4 INITIATED 24,747 β€” β€” 0.98% $2.5M 2025-01-31 $104.05

FAQ About Highview Capital Management LLC/DE/ and EQWL

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

How long has Highview Capital Management LLC/DE/ reported owning EQWL?

Highview Capital Management LLC/DE/ reported EQWL across 5 quarterly 13F filings, from 2024 Q4 through 2025 Q4.

What was the largest reported EQWL position in Highview Capital Management LLC/DE/'s portfolio?

The largest reported portfolio weight for EQWL was 2.61% in 2025 Q2.

What is the latest reported EQWL position on this page?

The most recent filing on this page is 2025 Q4, when Highview Capital Management LLC/DE/ reported 32,867 shares, equal to 1.37% of portfolio, with an estimated market value of $3.9M.

What does the chart on this EQWL ownership page compare?

The chart compares Highview Capital Management LLC/DE/'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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