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

EP Wealth Advisors’s Portfolio EQWL Stock Details EQWL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$454K Buy
4,125
+2,630
+176% +$289K ﹤0.01% 819
2025
Q1 		$154K Hold
1,495
– – ﹤0.01% 1182
2024
Q4 		$153K Hold
1,495
– – ﹤0.01% 1144
2024
Q3 		$153K Buy
+1,495
New +$153K ﹤0.01% 1097