Certified Advisory Corp’s Invesco S&P 100 Equal Weight ETF EQWL Stock Holding History

Certified Advisory Corp’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
2021 Q2	–	Sell	-1,795	Closed	-$135K	–	361
2021 Q1	$135K	Buy	+1,795	New	+$129K	0.04%	221
2020 Q2	$104K	Sell	1,842 -441	-19%	-$23.8K	0.03%	227
2020 Q1	$109K	Sell	2,283 -186	-8%	-$10.7K	0.04%	204
2019 Q4	$152K	Buy	2,469 +13	+0.5%	+$770	0.05%	201
2019 Q3	$140K	Sell	2,456 -287	-10%	-$16.3K	0.05%	202
2019 Q2	$155K	Buy	2,743 +13	+0.5%	+$724	0.06%	190
2019 Q1	$150K	Buy	2,730 +9	+0.3%	+$477	0.06%	181
2018 Q4	$132K	Buy	2,721 +17	+0.6%	+$891	0.07%	174
2018 Q3	$152K	Buy	2,704 +13	+0.5%	+$718	0.07%	164
2018 Q2	$144K	Buy	+2,691	New	+$143K	0.08%	161

Other funds holding EQWL

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Certified Advisory Corp's EQWL Position: Q2 2021 in Review

Certified Advisory Corp sold out of Invesco S&P 100 Equal Weight ETF (EQWL) in Q2 2021, closing a stake of 1,795 shares — an estimated $135K sold.

Certified Advisory Corp first reported a position in EQWL in Q2 2018 and held it in 10 quarters. The position peaked at $155K in Q2 2019. 36 funds tracked by Wall St. Rank hold EQWL as of Q2 2021.

Certified Advisory Corp reported no remaining Invesco S&P 100 Equal Weight ETF position as of Q2 2021 after selling out during the quarter.
Certified Advisory Corp sold 1,795 Invesco S&P 100 Equal Weight ETF shares in Q2 2021, an estimated $135K.
Certified Advisory Corp first reported a position in Invesco S&P 100 Equal Weight ETF in Q2 2018 and held it in 10 quarters.
Certified Advisory Corp's Invesco S&P 100 Equal Weight ETF position peaked at $155K in Q2 2019.
36 funds tracked by Wall St. Rank held Invesco S&P 100 Equal Weight ETF as of Q2 2021.

Based on Certified Advisory Corp's 13F filing for Q2 2021, filed 16 Aug 2021.