HBW
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Hazlett, Burt & Watson’s Invesco S&P 100 Equal Weight ETF EQWL Stock Holding History

Hazlett, Burt & Watson’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
-112
Closed -$9K – 696
2023
Q3 		$9K Buy
112
+1
+0.9% +$82 0.01% 507
2023
Q2 		$9K Hold
111
– – 0.01% 484
2023
Q1 		$9K Buy
+111
New +$8.6K 0.01% 457

Other funds holding EQWL

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FP
Fiduciary Planning Englewood, Florida $331M AUM 19.25% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
Ameriprise
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Hazlett, Burt & Watson's EQWL Position: Q4 2023 in Review

Hazlett, Burt & Watson sold out of Invesco S&P 100 Equal Weight ETF (EQWL) in Q4 2023, closing a stake of 112 shares — an estimated $9K sold.

Hazlett, Burt & Watson first reported a position in EQWL in Q1 2023 and held it in 3 quarters. The position peaked at $9K in Q3 2023. 94 funds tracked by Wall St. Rank hold EQWL as of Q4 2023.

  • Hazlett, Burt & Watson reported no remaining Invesco S&P 100 Equal Weight ETF position as of Q4 2023 after selling out during the quarter.
  • Hazlett, Burt & Watson sold 112 Invesco S&P 100 Equal Weight ETF shares in Q4 2023, an estimated $9K.
  • Hazlett, Burt & Watson first reported a position in Invesco S&P 100 Equal Weight ETF in Q1 2023 and held it in 3 quarters.
  • Hazlett, Burt & Watson's Invesco S&P 100 Equal Weight ETF position peaked at $9K in Q3 2023.
  • 94 funds tracked by Wall St. Rank held Invesco S&P 100 Equal Weight ETF as of Q4 2023.

Based on Hazlett, Burt & Watson's 13F filing for Q4 2023, filed 25 Jan 2024.