KWM
EQWL icon

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

Kingsview 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
2026
Q1 		$1.16M Buy
10,054
+4,269
+74% +$511K 0.02% 637
2025
Q4 		$684K Buy
5,785
+2,079
+56% +$242K 0.01% 748
2025
Q3 		$425K Buy
3,706
+936
+34% +$105K 0.01% 855
2025
Q2 		$305K Sell
2,770
-87
-3% -$8.97K 0.01% 939
2025
Q1 		$295K Buy
2,857
+12
+0.4% +$1.26K 0.01% 902
2024
Q4 		$291K Buy
2,845
+486
+21% +$50.7K 0.01% 911
2024
Q3 		$241K Buy
+2,359
New +$231K 0.01% 955
2023
Q4 		– Sell
-5,787
Closed -$455K – 965
2023
Q3 		$455K Buy
+5,787
New +$475K 0.02% 639

Other funds holding EQWL

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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