Advisornet Financial’s Invesco S&P 100 Equal Weight ETF EQWL Stock Holding History

Advisornet Financial’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 Q4	–	Sell	-535	Closed	-$61.4K	–	2278
2025 Q3	$61.4K	Hold	535	–	–	﹤0.01%	962
2025 Q2	$58.8K	Hold	535	–	–	﹤0.01%	948
2025 Q1	$55.2K	Hold	535	–	–	﹤0.01%	907
2024 Q4	$54.7K	Hold	535	–	–	﹤0.01%	858
2024 Q3	$54.7K	Buy	+535	New	+$52.4K	﹤0.01%	878
2024 Q1	–	Sell	-82	Closed	-$7.21K	–	2183
2023 Q4	$7.21K	Hold	82	–	–	﹤0.01%	1402
2023 Q3	$6.43K	Buy	82 +1	+1%	+$82	﹤0.01%	1350
2023 Q2	$6.63K	Buy	+81	New	+$6.36K	﹤0.01%	1434

Other funds holding EQWL

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

RFG

RFP Financial Group Atlanta, Georgia $223M AUM 23.08% 1-Year Est. Return

BDFN

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

AWM

Altus Wealth Management Ft Mitchell, Kentucky $263M AUM 13.74% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

RWA

Reicon Wealth Advisors Atlanta, Georgia $162M AUM

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Advisornet Financial's EQWL Position: Q4 2025 in Review

Advisornet Financial sold out of Invesco S&P 100 Equal Weight ETF (EQWL) in Q4 2025, closing a stake of 535 shares — an estimated $61.4K sold.

Advisornet Financial first reported a position in EQWL in Q2 2023 and held it in 8 quarters. The position peaked at $61.4K in Q3 2025. 177 funds tracked by Wall St. Rank hold EQWL as of Q4 2025.

Advisornet Financial reported no remaining Invesco S&P 100 Equal Weight ETF position as of Q4 2025 after selling out during the quarter.
Advisornet Financial sold 535 Invesco S&P 100 Equal Weight ETF shares in Q4 2025, an estimated $61.4K.
Advisornet Financial first reported a position in Invesco S&P 100 Equal Weight ETF in Q2 2023 and held it in 8 quarters.
Advisornet Financial's Invesco S&P 100 Equal Weight ETF position peaked at $61.4K in Q3 2025.
177 funds tracked by Wall St. Rank held Invesco S&P 100 Equal Weight ETF as of Q4 2025.

Based on Advisornet Financial's 13F filing for Q4 2025, filed 20 Jan 2026.