MCC
EQWL icon

Money Concepts Capital’s Invesco S&P 100 Equal Weight ETF EQWL Stock Holding History

Money Concepts Capital’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
2023
Q1 		– Sell
-4,180
Closed -$313K – 1201
2022
Q4 		$313K Buy
+4,180
New +$308K 0.01% 542
2022
Q2 		– Sell
-4,527
Closed -$377K – 1772
2022
Q1 		$377K Buy
+4,527
New +$377K 0.02% 517

Other funds holding EQWL

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IGWM
ICA Group Wealth Management Denver, Colorado $167M AUM 18.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FAIM
Financial Advocates Investment Management Olympia, Washington $178M AUM 21.03% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Money Concepts Capital's EQWL Position: Q1 2023 in Review

Money Concepts Capital sold out of Invesco S&P 100 Equal Weight ETF (EQWL) in Q1 2023, closing a stake of 4,180 shares — an estimated $313K sold.

Money Concepts Capital first reported a position in EQWL in Q1 2022 and held it in 2 quarters. The position peaked at $377K in Q1 2022. 48 funds tracked by Wall St. Rank hold EQWL as of Q1 2023.

  • Money Concepts Capital reported no remaining Invesco S&P 100 Equal Weight ETF position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 4,180 Invesco S&P 100 Equal Weight ETF shares in Q1 2023, an estimated $313K.
  • Money Concepts Capital first reported a position in Invesco S&P 100 Equal Weight ETF in Q1 2022 and held it in 2 quarters.
  • Money Concepts Capital's Invesco S&P 100 Equal Weight ETF position peaked at $377K in Q1 2022.
  • 48 funds tracked by Wall St. Rank held Invesco S&P 100 Equal Weight ETF as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.