FFA
EQWL icon

Frazier Financial Advisors’s Invesco S&P 100 Equal Weight ETF EQWL Stock Holding History

Frazier Financial Advisors’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
2026
Q1 		$49.9K Hold
433
– – 0.03% 184
2025
Q4 		$51.2K Hold
433
– – 0.03% 162
2025
Q3 		$49.7K Hold
433
– – 0.03% 156
2025
Q2 		$47.6K Hold
433
– – 0.03% 156
2025
Q1 		$44.6K Hold
433
– – 0.03% 146
2024
Q4 		$44.2K Hold
433
– – 0.04% 144
2024
Q3 		$44.3K Hold
433
– – 0.03% 149
2024
Q2 		$40.9K Sell
433
-643
-60% -$59.9K 0.03% 173
2024
Q1 		$102K Buy
1,076
+4
+0.4% +$361 0.08% 100
2023
Q4 		$93.9K Buy
+1,072
New +$87.1K 0.08% 91

Other funds holding EQWL

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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RWA
Reicon Wealth Advisors Atlanta, Georgia $130M AUM
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
BDFN
Bond & Devick Financial Network St. Louis Park, Minnesota $358M AUM 11.82% 1-Year Est. Return
AWM
Altus Wealth Management Ft Mitchell, Kentucky $225M AUM 16.91% 1-Year Est. Return