IA
EQWL icon

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

IFP 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 		$146K Buy
1,263
+205
+19% +$24.5K ﹤0.01% 1579
2025
Q4 		$125K Buy
1,058
+18
+2% +$2.1K ﹤0.01% 1654
2025
Q3 		$119K Hold
1,040
– – ﹤0.01% 1576
2025
Q2 		$114K Hold
1,040
– – ﹤0.01% 1554
2025
Q1 		$107K Buy
1,040
+126
+14% +$13.2K ﹤0.01% 1489
2024
Q4 		$93.5K Buy
914
+50
+6% +$5.21K ﹤0.01% 1506
2024
Q3 		$88.4K Buy
+864
New +$84.7K ﹤0.01% 1461
2023
Q1 		– Sell
-350
Closed -$19K – 3693
2022
Q4 		$19K Sell
350
-160
-31% -$11.8K ﹤0.01% 2914
2022
Q3 		$27K Hold
510
– – ﹤0.01% 2836
2022
Q2 		$27K Hold
510
– – ﹤0.01% 2608
2022
Q1 		$27K Buy
+510
New +$42.4K ﹤0.01% 2608

Other funds holding EQWL

LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
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