FP
Fiduciary Planning’s Invesco S&P 100 Equal Weight ETF EQWL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.5M | Sell |
140,513
-17,296
| -11% | -$1.9M | 5.11% | 6 |
|
|
2025
Q1 | $16.3M | Sell |
157,809
-15,417
| -9% | -$1.59M | 5.36% | 6 |
|
|
2024
Q4 | $17.7M | Sell |
173,226
-18,555
| -10% | -$1.9M | 5.75% | 6 |
|
|
2024
Q3 | $19.6M | Sell |
191,781
-27,925
| -13% | -$2.86M | 6.66% | 6 |
|
|
2024
Q2 | $20.8M | Sell |
219,706
-69,149
| -24% | -$6.53M | 7.43% | 6 |
|
|
2024
Q1 | $27.4M | Buy |
288,855
+7,145
| +3% | +$678K | 10.37% | 2 |
|
|
2023
Q4 | $24.7M | Buy |
281,710
+194,321
| +222% | +$17M | 10.5% | 2 |
|
|
2023
Q3 | $6.87M | Buy |
+87,389
| New | +$6.87M | 3.24% | 9 |
|