Advisor Resource Council’s Invesco S&P 100 Equal Weight ETF EQWL Stock Holding History

Advisor Resource Council’s Portfolio EQWL Stock Details EQWL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-2,516	Closed	-$277K	–	81
2025 Q2	$277K	Buy	+2,516	New	+$259K	0.11%	139
2024 Q4	–	Sell	-2,516	Closed	-$257K	–	131
2024 Q3	$257K	Buy	+2,516	New	+$247K	0.12%	189
2024 Q2	–	Sell	-2,516	Closed	-$220K	–	110
2024 Q1	$220K	Buy	+2,516	New	+$227K	0.09%	209
2023 Q3	–	Sell	-2,516	Closed	-$205K	–	163
2023 Q2	$205K	Buy	+2,516	New	+$198K	0.09%	148
2022 Q2	–	Sell	-2,516	Closed	-$210K	–	530
2022 Q1	$210K	Hold	2,516	–	–	0.06%	195
2021 Q4	$217K	Hold	2,516	–	–	0.02%	537
2021 Q3	$201K	Hold	2,516	–	–	0.06%	210
2021 Q2	$203K	Buy	+2,516	New	+$199K	0.02%	469

Other funds holding EQWL

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

RFG

RFP Financial Group Atlanta, Georgia $184M AUM 16.06% 1-Year Est. Return

AWM

Altus Wealth Management Ft Mitchell, Kentucky $225M AUM 16.91% 1-Year Est. Return

BDFN

Bond & Devick Financial Network St. Louis Park, Minnesota $406M AUM 16.49% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Advisor Resource Council's EQWL Position: Q3 2025 in Review

Advisor Resource Council sold out of Invesco S&P 100 Equal Weight ETF (EQWL) in Q3 2025, closing a stake of 2,516 shares — an estimated $277K sold.

Advisor Resource Council first reported a position in EQWL in Q2 2021 and held it in 8 quarters. The position peaked at $277K in Q2 2025. 161 funds tracked by Wall St. Rank hold EQWL as of Q3 2025.

Advisor Resource Council reported no remaining Invesco S&P 100 Equal Weight ETF position as of Q3 2025 after selling out during the quarter.
Advisor Resource Council sold 2,516 Invesco S&P 100 Equal Weight ETF shares in Q3 2025, an estimated $277K.
Advisor Resource Council first reported a position in Invesco S&P 100 Equal Weight ETF in Q2 2021 and held it in 8 quarters.
Advisor Resource Council's Invesco S&P 100 Equal Weight ETF position peaked at $277K in Q2 2025.
161 funds tracked by Wall St. Rank held Invesco S&P 100 Equal Weight ETF as of Q3 2025.

Based on Advisor Resource Council's 13F filing for Q3 2025, filed 13 Nov 2025.