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Equitable Holdings shares owned by Invst

Quarter-by-quarter ownership of Equitable Holdings (EQH) shares owned by Invst from 13F filings

Historical chart of Invst investment in Equitable Holdings

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All positions including Equitable Holdings held by Invst consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Equitable Holdings by Invst

Quarter filed Position value Share count Share price at filing
2024-12-31 $1.1M 24k 47.17
2024-09-30 $1.0M 24k 42.03
2024-06-30 $975k 24k 40.82
2024-03-31 $852k 23k 37.44

More positions owned by Invst

Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core Total Usd (IUSB)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Msci Usa Mmentm (MTUM)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Tips Bd Etf (TIP)
Ea Series Trust Freedom 100 Em (FRDM)
Blackrock Etf Trust Ishares Us Equit (DYNF)

View all positions for Invst

Top funds holding Equitable Holdings

Vanguard Group
BlackRock
Canada Pension Plan Investment Board
Wellington Management Company
State Street Corporation
Capital Research and Management Company - Division 3
Geode Capital Management
Thornburg Investment Management
Invesco
Massachusetts Financial Services
Pzena Investment Management
Conifer Management
Northern Trust
Nordea Investment Management Ab
Robeco Investment Management

View all funds holding Equitable Holdings