NFG
EQWL icon

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

Nations 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 		$904K Sell
7,843
-403
-5% -$48.3K 0.05% 395
2025
Q4 		$974K Sell
8,246
-619
-7% -$72.1K 0.05% 360
2025
Q3 		$1.02M Buy
8,865
+790
+10% +$88.5K 0.06% 317
2025
Q2 		$888K Buy
8,075
+138
+2% +$14.2K 0.06% 317
2025
Q1 		$818K Buy
7,937
+512
+7% +$53.7K 0.06% 314
2024
Q4 		$759K Sell
7,425
-940
-11% -$98K 0.06% 341
2024
Q3 		$856K Sell
8,365
-86
-1% -$8.43K 0.06% 309
2024
Q2 		$799K Buy
8,451
+189
+2% +$17.6K 0.07% 300
2024
Q1 		$784K Buy
8,262
+1,853
+29% +$167K 0.07% 304
2023
Q4 		$561K Buy
+6,409
New +$521K 0.05% 358

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