KA
EQWL icon

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

Kovack 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 		$1.98M Buy
17,138
+1,704
+11% +$204K 0.11% 194
2025
Q4 		$1.82M Buy
15,434
+1,431
+10% +$167K 0.09% 225
2025
Q3 		$1.61M Sell
14,003
-1,890
-12% -$212K 0.15% 132
2025
Q2 		$1.75M Buy
15,893
+725
+5% +$74.8K 0.17% 117
2025
Q1 		$1.56M Buy
15,168
+1,653
+12% +$174K 0.17% 119
2024
Q4 		$1.38M Sell
13,515
-148
-1% -$15.4K 0.14% 127
2024
Q3 		$1.4M Buy
+13,663
New +$1.34M 0.15% 121

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