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

Avior 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
2025
Q1 		– Sell
-239
Closed -$24.4K – 1228
2024
Q4 		$24.4K Hold
239
– – ﹤0.01% 1367
2024
Q3 		$24.5K Hold
239
– – ﹤0.01% 1337
2024
Q2 		$22.6K Hold
239
– – ﹤0.01% 1319
2024
Q1 		$22.7K Hold
239
– – ﹤0.01% 1548
2023
Q4 		$20.9K Buy
239
+180
+305% +$14.6K ﹤0.01% 879
2023
Q3 		$4.63K Buy
+59
New +$4.84K ﹤0.01% 1211

Other funds holding EQWL

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FP
Fiduciary Planning Englewood, Florida $382M AUM 26.37% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Avior Wealth Management's EQWL Position: Q1 2025 in Review

Avior Wealth Management sold out of Invesco S&P 100 Equal Weight ETF (EQWL) in Q1 2025, closing a stake of 239 shares — an estimated $24.4K sold.

Avior Wealth Management first reported a position in EQWL in Q3 2023 and held it in 6 quarters. The position peaked at $24.5K in Q3 2024. 128 funds tracked by Wall St. Rank hold EQWL as of Q1 2025.

  • Avior Wealth Management reported no remaining Invesco S&P 100 Equal Weight ETF position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 239 Invesco S&P 100 Equal Weight ETF shares in Q1 2025, an estimated $24.4K.
  • Avior Wealth Management first reported a position in Invesco S&P 100 Equal Weight ETF in Q3 2023 and held it in 6 quarters.
  • Avior Wealth Management's Invesco S&P 100 Equal Weight ETF position peaked at $24.5K in Q3 2024.
  • 128 funds tracked by Wall St. Rank held Invesco S&P 100 Equal Weight ETF as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.