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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.01M Hold
9,200
0.06% 149
2025
Q1
$948K Hold
9,200
0.06% 150
2024
Q4
$941K Hold
9,200
0.06% 144
2024
Q3
$941K Hold
9,200
0.06% 150
2024
Q2
$869K Hold
9,200
0.07% 121
2024
Q1
$873K Buy
+9,200
New +$873K 0.07% 123