Dynamic Advisor Solutions’s Invesco S&P 100 Equal Weight ETF EQWL Stock Holding History

Dynamic Advisor Solutions’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 Q3	–	Sell	-2,690	Closed	-$217K	–	772
2021 Q2	$217K	Buy	+2,690	New	+$212K	0.02%	651
2020 Q2	–	Sell	-7,980	Closed	-$381K	–	561
2020 Q1	$381K	Sell	7,980 -1,445	-15%	-$83K	0.07%	290
2019 Q4	$581K	Buy	9,425 +1,930	+26%	+$114K	0.08%	278
2019 Q3	$428K	Buy	7,495 +325	+5%	+$18.5K	0.07%	305
2019 Q2	$405K	Buy	7,170 +2,090	+41%	+$116K	0.07%	298
2019 Q1	$279K	Hold	5,080	–	–	0.05%	317
2018 Q4	$264K	Sell	5,080 -4,635	-48%	-$243K	0.06%	308
2018 Q3	$545K	Buy	9,715 +280	+3%	+$15.5K	0.11%	206
2018 Q2	$506K	Buy	+9,435	New	+$500K	0.11%	212

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

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

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

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

Dynamic Advisor Solutions's EQWL Position: Q3 2021 in Review

Dynamic Advisor Solutions sold out of Invesco S&P 100 Equal Weight ETF (EQWL) in Q3 2021, closing a stake of 2,690 shares — an estimated $217K sold.

Dynamic Advisor Solutions first reported a position in EQWL in Q2 2018 and held it in 9 quarters. The position peaked at $581K in Q4 2019. 34 funds tracked by Wall St. Rank hold EQWL as of Q3 2021.

Dynamic Advisor Solutions reported no remaining Invesco S&P 100 Equal Weight ETF position as of Q3 2021 after selling out during the quarter.
Dynamic Advisor Solutions sold 2,690 Invesco S&P 100 Equal Weight ETF shares in Q3 2021, an estimated $217K.
Dynamic Advisor Solutions first reported a position in Invesco S&P 100 Equal Weight ETF in Q2 2018 and held it in 9 quarters.
Dynamic Advisor Solutions's Invesco S&P 100 Equal Weight ETF position peaked at $581K in Q4 2019.
34 funds tracked by Wall St. Rank held Invesco S&P 100 Equal Weight ETF as of Q3 2021.

Based on Dynamic Advisor Solutions's 13F filing for Q3 2021, filed 28 Oct 2021.