KWA
EQWL icon

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

Kingswood 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
Q1 		$1.13M Sell
9,803
-107
-1% -$12.8K 0.05% 354
2025
Q4 		$1.17M Sell
9,910
-282
-3% -$32.9K 0.06% 322
2025
Q3 		$1.17M Sell
10,192
-1,212
-11% -$136K 0.07% 286
2025
Q2 		$1.25M Sell
11,404
-1,682
-13% -$173K 0.1% 221
2025
Q1 		$1.35M Sell
13,086
-1,895
-13% -$199K 0.12% 196
2024
Q4 		$1.53M Sell
14,981
-1,569
-9% -$164K 0.12% 189
2024
Q3 		$1.69M Sell
16,550
-564
-3% -$55.3K 0.12% 193
2024
Q2 		$1.62M Buy
17,114
+6,528
+62% +$608K 0.15% 142
2024
Q1 		$1M Buy
10,586
+786
+8% +$71K 0.12% 202
2023
Q4 		$858K Buy
+9,800
New +$797K 0.1% 222

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