Aspire Wealth Management’s Invesco S&P 100 Equal Weight ETF EQWL Stock Holding History

Aspire Wealth Management’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
2024 Q3	$41.5K	Buy	405 +1	+0.2%	+$98	0.02%	146
2024 Q2	$38.1K	Buy	404 +2	+0.5%	+$186	0.02%	140
2024 Q1	$38.1K	Buy	402 +2	+0.5%	+$181	0.02%	138
2023 Q4	$35K	Buy	400 +3	+0.8%	+$244	0.02%	132
2023 Q3	$31.2K	Buy	397 +2	+0.5%	+$164	0.02%	131
2023 Q2	$32.2K	Buy	395 +2	+0.5%	+$157	0.02%	135
2023 Q1	$30.7K	Buy	393 +2	+0.5%	+$155	0.02%	131
2022 Q4	$29.3K	Buy	391 +2	+0.5%	+$148	0.03%	133
2022 Q3	$26K	Buy	389 +4	+1%	+$297	0.02%	127
2022 Q2	$27K	Buy	385 +2	+0.5%	+$154	0.02%	130
2022 Q1	$32K	Buy	383 +2	+0.5%	+$166	0.03%	131
2021 Q4	$33K	Buy	+381	New	+$32.1K	0.03%	137

Other funds holding EQWL

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

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

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

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

Fiduciary Planning Englewood, Florida $331M AUM 19.25% 1-Year Est. Return

BDFN

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

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

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

PWM

Prentice Wealth Management Rochester, New York $484M AUM 13.77% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Aspire Wealth Management's EQWL Position: Q3 2024 in Review

Aspire Wealth Management increased its Invesco S&P 100 Equal Weight ETF (EQWL) stake by 0.25% in Q3 2024, buying an estimated $98 and bringing the position to 405 shares worth $41.5K. The position accounts for 0.02% of the portfolio, ranked #146.

Aspire Wealth Management first reported a position in EQWL in Q4 2021 and has held it in 12 quarters since. 109 funds tracked by Wall St. Rank hold EQWL as of Q3 2024.

Aspire Wealth Management held 405 shares of Invesco S&P 100 Equal Weight ETF worth $41.5K as of Q3 2024.
Aspire Wealth Management bought 1 Invesco S&P 100 Equal Weight ETF share in Q3 2024, an estimated $98.
Invesco S&P 100 Equal Weight ETF made up 0.02% of Aspire Wealth Management's portfolio in Q3 2024, its #146 holding.
Aspire Wealth Management first reported a position in Invesco S&P 100 Equal Weight ETF in Q4 2021 and has held it in 12 quarters since.
109 funds tracked by Wall St. Rank held Invesco S&P 100 Equal Weight ETF as of Q3 2024.

Based on Aspire Wealth Management's 13F filing for Q3 2024, filed 31 Oct 2024.