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

JFS Wealth 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 Q2	$1.19M	Hold	9,200	–	–	0.06%	151
2026 Q1	$1.06M	Hold	9,200	–	–	0.06%	160
2025 Q4	$1.09M	Hold	9,200	–	–	0.06%	156
2025 Q3	$1.06M	Hold	9,200	–	–	0.06%	158
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	+$831K	0.07%	123

Other funds holding EQWL

Prentice Wealth Management Rochester, New York $484M AUM 13.77% 1-Year Est. Return

YHB Investment Advisors West Hartford, Connecticut $1.56B AUM 27.39% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

National Wealth Management Group Cincinnati, Ohio $323M AUM 39.23% 1-Year Est. Return

Wealth Enhancement Trust Services Sioux Falls, South Dakota $792M AUM

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.39B AUM 19.93% 1-Year Est. Return