CM Wealth Advisors’s Invesco S&P 100 Equal Weight ETF EQWL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$11.7M Sell
105,982
-7,564
-7% -$832K 3.43% 8
2025
Q1
$11.7M Buy
+113,546
New +$11.7M 3.74% 7