MFG
EQWL icon

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

Merit 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
2026
Q1 		$6.19M Buy
53,695
+2,340
+5% +$280K 0.05% 340
2025
Q4 		$6.07M Buy
51,355
+612
+1% +$71.3K 0.05% 311
2025
Q3 		$5.82M Buy
50,743
+127
+0.3% +$14.2K 0.05% 284
2025
Q2 		$5.57M Buy
50,616
+704
+1% +$72.6K 0.06% 249
2025
Q1 		$5.15M Buy
49,912
+2,967
+6% +$311K 0.08% 219
2024
Q4 		$4.8M Buy
46,945
+7,570
+19% +$789K 0.09% 193
2024
Q3 		$4.03M Buy
39,375
+738
+2% +$72.3K 0.09% 172
2024
Q2 		$3.65M Buy
38,637
+8,058
+26% +$751K 0.08% 189
2024
Q1 		$2.81M Buy
30,579
+3,126
+11% +$282K 0.07% 220
2023
Q4 		$2.4M Buy
+27,453
New +$2.23M 0.07% 175

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