JWM
EQWL icon

Janiczek Wealth Management’s Invesco S&P 100 Equal Weight ETF EQWL Stock Holding History

Janiczek Wealth 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
2024
Q2 		$3.17K Buy
34
+1
+3% +$93 ﹤0.01% 797
2024
Q1 		$3.16K Hold
33
– – ﹤0.01% 817
2023
Q4 		$2.9K Buy
+33
New +$2.68K ﹤0.01% 817

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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
FP
Fiduciary Planning Englewood, Florida $331M AUM 19.25% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
PWM
Prentice Wealth Management Rochester, New York $484M AUM 13.77% 1-Year Est. Return
BDFN
Bond & Devick Financial Network St. Louis Park, Minnesota $406M AUM 16.49% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Janiczek Wealth Management's EQWL Position: Q2 2024 in Review

Janiczek Wealth Management increased its Invesco S&P 100 Equal Weight ETF (EQWL) stake by 3% in Q2 2024, buying an estimated $93 and bringing the position to 34 shares worth $3.17K. The position accounts for ﹤0.01% of the portfolio, ranked #797.

Janiczek Wealth Management first reported a position in EQWL in Q4 2023 and has held it in 3 quarters since. 102 funds tracked by Wall St. Rank hold EQWL as of Q2 2024.

  • Janiczek Wealth Management held 34 shares of Invesco S&P 100 Equal Weight ETF worth $3.17K as of Q2 2024.
  • Janiczek Wealth Management bought 1 Invesco S&P 100 Equal Weight ETF share in Q2 2024, an estimated $93.
  • Invesco S&P 100 Equal Weight ETF made up ﹤0.01% of Janiczek Wealth Management's portfolio in Q2 2024, its #797 holding.
  • Janiczek Wealth Management first reported a position in Invesco S&P 100 Equal Weight ETF in Q4 2023 and has held it in 3 quarters since.
  • 102 funds tracked by Wall St. Rank held Invesco S&P 100 Equal Weight ETF as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.