LifePlan Financial Group’s Invesco S&P 100 Equal Weight ETF EQWL Stock Holding History

LifePlan Financial Group’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
2019 Q1	–	Sell	-222	Closed	-$11K	–	553
2018 Q4	$11K	Hold	222	–	–	0.01%	375
2018 Q3	$12K	Hold	222	–	–	0.01%	370
2018 Q2	$12K	Buy	+222	New	+$11.8K	0.01%	365

Other funds holding EQWL

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

LifePlan Financial Group's EQWL Position: Q1 2019 in Review

LifePlan Financial Group sold out of Invesco S&P 100 Equal Weight ETF (EQWL) in Q1 2019, closing a stake of 222 shares — an estimated $11K sold.

LifePlan Financial Group first reported a position in EQWL in Q2 2018 and held it in 3 quarters. The position peaked at $12K in Q3 2018. 30 funds tracked by Wall St. Rank hold EQWL as of Q1 2019.

LifePlan Financial Group reported no remaining Invesco S&P 100 Equal Weight ETF position as of Q1 2019 after selling out during the quarter.
LifePlan Financial Group sold 222 Invesco S&P 100 Equal Weight ETF shares in Q1 2019, an estimated $11K.
LifePlan Financial Group first reported a position in Invesco S&P 100 Equal Weight ETF in Q2 2018 and held it in 3 quarters.
LifePlan Financial Group's Invesco S&P 100 Equal Weight ETF position peaked at $12K in Q3 2018.
30 funds tracked by Wall St. Rank held Invesco S&P 100 Equal Weight ETF as of Q1 2019.

Based on LifePlan Financial Group's 13F filing for Q1 2019, filed 8 Apr 2019.