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

Allworth 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
2021 Q1	–	Sell	-190	Closed	-$13K	–	1525
2020 Q4	$13K	Buy	+190	New	+$12.3K	﹤0.01%	769

Other funds holding EQWL

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CFA

Cahill Financial Advisors Edina, Minnesota $924M AUM 16.55% 1-Year Est. Return

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

Allworth Financial's EQWL Position: Q1 2021 in Review

Allworth Financial sold out of Invesco S&P 100 Equal Weight ETF (EQWL) in Q1 2021, closing a stake of 190 shares — an estimated $13K sold.

Allworth Financial first reported a position in EQWL in Q4 2020 and held it in 1 quarter. The position peaked at $13K in Q4 2020. 31 funds tracked by Wall St. Rank hold EQWL as of Q1 2021.

Allworth Financial reported no remaining Invesco S&P 100 Equal Weight ETF position as of Q1 2021 after selling out during the quarter.
Allworth Financial sold 190 Invesco S&P 100 Equal Weight ETF shares in Q1 2021, an estimated $13K.
Allworth Financial first reported a position in Invesco S&P 100 Equal Weight ETF in Q4 2020 and held it in 1 quarter.
Allworth Financial's Invesco S&P 100 Equal Weight ETF position peaked at $13K in Q4 2020.
31 funds tracked by Wall St. Rank held Invesco S&P 100 Equal Weight ETF as of Q1 2021.

Based on Allworth Financial's 13F filing for Q1 2021, filed 29 Apr 2021.