CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s Invesco S&P 100 Equal Weight ETF EQWL Stock Holding History

CAPTRUST Financial 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
2024
Q1 		– Sell
2023
Q4 		$1.73M Sell
2023
Q3 		$1.73M Sell
2023
Q2 		$1.83M Buy
2023
Q1 		$1.75M Sell
2022
Q4 		$1.78M Buy
2022
Q3 		$737K Buy