Cetera Investment Advisers
EQWL icon

Cetera Investment Advisers’s Invesco S&P 100 Equal Weight ETF EQWL Stock Holding History

Cetera Investment Advisers’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
2026
Q1 		$78.2M Buy
678,768
+22,443
+3% +$2.69M 0.08% 238
2025
Q4 		$77.6M Buy
656,325
+35,458
+6% +$4.13M 0.08% 223
2025
Q3 		$71.2M Buy
620,867
+70,559
+13% +$7.91M 0.08% 229
2025
Q2 		$60.5M Buy
550,308
+30,535
+6% +$3.15M 0.1% 193
2025
Q1 		$53.6M Buy
519,773
+59,526
+13% +$6.25M 0.1% 198
2024
Q4 		$47.1M Buy
460,247
+53,496
+13% +$5.58M 0.1% 209
2024
Q3 		$41.6M Buy
406,751
+153,377
+61% +$15M 0.09% 221
2024
Q2 		$23.9M Buy
253,374
+2,225
+0.9% +$207K 0.06% 351
2024
Q1 		$23.8M Buy
251,149
+237,745
+1,774% +$21.5M 0.06% 335
2023
Q4 		$1.17M Buy
13,404
+9,150
+215% +$744K 0.01% 1018
2023
Q3 		$334K Buy
4,254
+285
+7% +$23.4K ﹤0.01% 1648
2023
Q2 		$323K Buy
+3,969
New +$312K ﹤0.01% 1689

Other funds holding EQWL

LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RWA
Reicon Wealth Advisors Atlanta, Georgia $130M AUM
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
BDFN
Bond & Devick Financial Network St. Louis Park, Minnesota $358M AUM 11.82% 1-Year Est. Return
AWM
Altus Wealth Management Ft Mitchell, Kentucky $225M AUM 16.91% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return