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 $445B AUM 25.58% 1-Year Est. Return

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

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

RFG

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

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

AWM

Altus Wealth Management Ft Mitchell, Kentucky $260M AUM 21.69% 1-Year Est. Return

BDFN

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Atria Wealth Solutions's EQWL Position: Q2 2025 in Review

Atria Wealth Solutions increased its Invesco S&P 100 Equal Weight ETF (EQWL) stake by 4.4% in Q2 2025, buying an estimated $117K and bringing the position to 26,547 shares worth $2.95M. The position accounts for 0.07% of the portfolio, ranked #324.

Atria Wealth Solutions first reported a position in EQWL in Q2 2022 and has held it in 9 quarters since. 147 funds tracked by Wall St. Rank hold EQWL as of Q2 2025.

Atria Wealth Solutions held 26,547 shares of Invesco S&P 100 Equal Weight ETF worth $2.95M as of Q2 2025.
Atria Wealth Solutions bought 1,131 Invesco S&P 100 Equal Weight ETF shares in Q2 2025, an estimated $117K.
Invesco S&P 100 Equal Weight ETF made up 0.07% of Atria Wealth Solutions's portfolio in Q2 2025, its #324 holding.
Atria Wealth Solutions first reported a position in Invesco S&P 100 Equal Weight ETF in Q2 2022 and has held it in 9 quarters since.
147 funds tracked by Wall St. Rank held Invesco S&P 100 Equal Weight ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.