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Chilton Capital Management’s Invesco S&P 100 Equal Weight ETF EQWL Stock Holding History

Chilton Capital 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
2024
Q4 		– Sell
-42
Closed -$4.3K – 596
2024
Q3 		$4.3K Hold
42
– – ﹤0.01% 540
2024
Q2 		$3.97K Hold
42
– – ﹤0.01% 534
2024
Q1 		$3.99K Hold
42
– – ﹤0.01% 521
2023
Q4 		$3.68K Buy
+42
New +$3.41K ﹤0.01% 526

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BDFN
Bond & Devick Financial Network St. Louis Park, Minnesota $406M AUM 16.49% 1-Year Est. Return
FP
Fiduciary Planning Englewood, Florida $382M AUM 26.37% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
PWM
Prentice Wealth Management Rochester, New York $484M AUM 13.77% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Chilton Capital Management's EQWL Position: Q4 2024 in Review

Chilton Capital Management sold out of Invesco S&P 100 Equal Weight ETF (EQWL) in Q4 2024, closing a stake of 42 shares — an estimated $4.3K sold.

Chilton Capital Management first reported a position in EQWL in Q4 2023 and held it in 4 quarters. The position peaked at $4.3K in Q3 2024. 121 funds tracked by Wall St. Rank hold EQWL as of Q4 2024.

  • Chilton Capital Management reported no remaining Invesco S&P 100 Equal Weight ETF position as of Q4 2024 after selling out during the quarter.
  • Chilton Capital Management sold 42 Invesco S&P 100 Equal Weight ETF shares in Q4 2024, an estimated $4.3K.
  • Chilton Capital Management first reported a position in Invesco S&P 100 Equal Weight ETF in Q4 2023 and held it in 4 quarters.
  • Chilton Capital Management's Invesco S&P 100 Equal Weight ETF position peaked at $4.3K in Q3 2024.
  • 121 funds tracked by Wall St. Rank held Invesco S&P 100 Equal Weight ETF as of Q4 2024.

Based on Chilton Capital Management's 13F filing for Q4 2024, filed 7 Feb 2025.