Bank of Montreal’s Invesco S&P 100 Equal Weight ETF EQWL Stock Holding History

Bank of Montreal’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
2022 Q2	–	Sell	-858	Closed	-$73K	–	4174
2022 Q1	$73K	Hold	858	–	–	﹤0.01%	3716
2021 Q4	$74K	Hold	858	–	–	﹤0.01%	3170
2021 Q3	$71K	Hold	858	–	–	﹤0.01%	3509
2021 Q2	$69K	Buy	+858	New	+$67.7K	﹤0.01%	3385

Other funds holding EQWL

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

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

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

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Bank of Montreal's EQWL Position: Q2 2022 in Review

Bank of Montreal sold out of Invesco S&P 100 Equal Weight ETF (EQWL) in Q2 2022, closing a stake of 858 shares — an estimated $73K sold.

Bank of Montreal first reported a position in EQWL in Q2 2021 and held it in 4 quarters. The position peaked at $74K in Q4 2021. 41 funds tracked by Wall St. Rank hold EQWL as of Q2 2022.

Bank of Montreal reported no remaining Invesco S&P 100 Equal Weight ETF position as of Q2 2022 after selling out during the quarter.
Bank of Montreal sold 858 Invesco S&P 100 Equal Weight ETF shares in Q2 2022, an estimated $73K.
Bank of Montreal first reported a position in Invesco S&P 100 Equal Weight ETF in Q2 2021 and held it in 4 quarters.
Bank of Montreal's Invesco S&P 100 Equal Weight ETF position peaked at $74K in Q4 2021.
41 funds tracked by Wall St. Rank held Invesco S&P 100 Equal Weight ETF as of Q2 2022.

Based on Bank of Montreal's 13F filing for Q2 2022, filed 11 Aug 2022.