Atria Wealth Solutions’s Invesco S&P 100 Equal Weight ETF EQWL Stock Holding History

Atria Wealth Solutions’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 Q2	$2.95M	Buy	26,547 +1,131	+4%	+$117K	0.07%	324
2025 Q1	$2.62M	Buy	25,416 +4,404	+21%	+$462K	0.03%	539
2024 Q4	$2.15M	Buy	21,012 +6,998	+50%	+$729K	0.02%	615
2024 Q3	$1.43M	Buy	14,014 +6,065	+76%	+$594K	0.02%	776
2024 Q2	$751K	Buy	7,949 +5,032	+173%	+$469K	0.01%	1024
2024 Q1	$277K	Sell	2,917 -110	-4%	-$9.94K	﹤0.01%	1607
2023 Q4	$265K	Buy	3,027 +55	+2%	+$4.47K	﹤0.01%	1585
2023 Q3	$233K	Buy	+2,972	New	+$244K	﹤0.01%	1583
2022 Q3	–	Sell	-3,544	Closed	-$253K	–	1784
2022 Q2	$253K	Buy	+3,544	New	+$273K	0.01%	1306

Other funds holding EQWL

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

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

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

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

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

Bond & Devick Financial Network St. Louis Park, Minnesota $358M AUM 11.82% 1-Year Est. Return

Bank of America

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

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