Financial Advocates Investment Management’s Invesco S&P 100 Equal Weight ETF EQWL Stock Holding History

Financial Advocates Investment 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
2023 Q4	–	Sell	-19,669	Closed	-$1.55M	–	742
2023 Q3	$1.55M	Sell	19,669 -408	-2%	-$33.5K	0.11%	200
2023 Q2	$1.64M	Sell	20,077 -2,377	-11%	-$187K	0.12%	191
2023 Q1	$1.75M	Buy	+22,454	New	+$1.74M	0.13%	186

Other funds holding EQWL

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fiduciary Planning Englewood, Florida $382M AUM 26.37% 1-Year Est. Return

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

PWM

Prentice Wealth Management Rochester, New York $484M AUM 13.77% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

BDFN

Bond & Devick Financial Network St. Louis Park, Minnesota $406M AUM 16.49% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Financial Advocates Investment Management's EQWL Position: Q4 2023 in Review

Financial Advocates Investment Management sold out of Invesco S&P 100 Equal Weight ETF (EQWL) in Q4 2023, closing a stake of 19,669 shares — an estimated $1.55M sold.

Financial Advocates Investment Management first reported a position in EQWL in Q1 2023 and held it in 3 quarters. The position peaked at $1.75M in Q1 2023. 94 funds tracked by Wall St. Rank hold EQWL as of Q4 2023.

Financial Advocates Investment Management reported no remaining Invesco S&P 100 Equal Weight ETF position as of Q4 2023 after selling out during the quarter.
Financial Advocates Investment Management sold 19,669 Invesco S&P 100 Equal Weight ETF shares in Q4 2023, an estimated $1.55M.
Financial Advocates Investment Management first reported a position in Invesco S&P 100 Equal Weight ETF in Q1 2023 and held it in 3 quarters.
Financial Advocates Investment Management's Invesco S&P 100 Equal Weight ETF position peaked at $1.75M in Q1 2023.
94 funds tracked by Wall St. Rank held Invesco S&P 100 Equal Weight ETF as of Q4 2023.

Based on Financial Advocates Investment Management's 13F filing for Q4 2023, filed 8 Feb 2024.