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Atlas Private Wealth Advisors’s Invesco S&P 100 Equal Weight ETF EQWL Stock Holding History

Atlas Private Wealth Advisors’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
-2,410
Closed -$265K – 151
2025
Q2 		$265K Buy
2,410
+37
+2% +$3.82K 0.03% 170
2025
Q1 		$245K Sell
2,373
-3
-0.1% -$315 0.03% 162
2024
Q4 		$243K Sell
2,376
-80
-3% -$8.34K 0.03% 147
2024
Q3 		$251K Buy
+2,456
New +$241K 0.04% 139

Other funds holding EQWL

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Ameriprise
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
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Atlas Private Wealth Advisors's EQWL Position: Q3 2025 in Review

Atlas Private Wealth Advisors sold out of Invesco S&P 100 Equal Weight ETF (EQWL) in Q3 2025, closing a stake of 2,410 shares — an estimated $265K sold.

Atlas Private Wealth Advisors first reported a position in EQWL in Q3 2024 and held it in 4 quarters. The position peaked at $265K in Q2 2025. 161 funds tracked by Wall St. Rank hold EQWL as of Q3 2025.

  • Atlas Private Wealth Advisors reported no remaining Invesco S&P 100 Equal Weight ETF position as of Q3 2025 after selling out during the quarter.
  • Atlas Private Wealth Advisors sold 2,410 Invesco S&P 100 Equal Weight ETF shares in Q3 2025, an estimated $265K.
  • Atlas Private Wealth Advisors first reported a position in Invesco S&P 100 Equal Weight ETF in Q3 2024 and held it in 4 quarters.
  • Atlas Private Wealth Advisors's Invesco S&P 100 Equal Weight ETF position peaked at $265K in Q2 2025.
  • 161 funds tracked by Wall St. Rank held Invesco S&P 100 Equal Weight ETF as of Q3 2025.

Based on Atlas Private Wealth Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.