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Personal CFO Solutions’s Invesco S&P 100 Equal Weight ETF EQWL Stock Holding History

Personal CFO Solutions’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
2024
Q2 		– Sell
-13,723
Closed -$1.3M – 553
2024
Q1 		$1.3M Buy
13,723
+1,006
+8% +$90.9K 0.2% 96
2023
Q4 		$1.11M Buy
+12,717
New +$1.03M 0.19% 100

Other funds holding EQWL

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
FP
Fiduciary Planning Englewood, Florida $382M AUM 26.37% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
PWM
Prentice Wealth Management Rochester, New York $484M AUM 13.77% 1-Year Est. Return
BDFN
Bond & Devick Financial Network St. Louis Park, Minnesota $406M AUM 16.49% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Personal CFO Solutions's EQWL Position: Q2 2024 in Review

Personal CFO Solutions sold out of Invesco S&P 100 Equal Weight ETF (EQWL) in Q2 2024, closing a stake of 13,723 shares — an estimated $1.3M sold.

Personal CFO Solutions first reported a position in EQWL in Q4 2023 and held it in 2 quarters. The position peaked at $1.3M in Q1 2024. 102 funds tracked by Wall St. Rank hold EQWL as of Q2 2024.

  • Personal CFO Solutions reported no remaining Invesco S&P 100 Equal Weight ETF position as of Q2 2024 after selling out during the quarter.
  • Personal CFO Solutions sold 13,723 Invesco S&P 100 Equal Weight ETF shares in Q2 2024, an estimated $1.3M.
  • Personal CFO Solutions first reported a position in Invesco S&P 100 Equal Weight ETF in Q4 2023 and held it in 2 quarters.
  • Personal CFO Solutions's Invesco S&P 100 Equal Weight ETF position peaked at $1.3M in Q1 2024.
  • 102 funds tracked by Wall St. Rank held Invesco S&P 100 Equal Weight ETF as of Q2 2024.

Based on Personal CFO Solutions's 13F filing for Q2 2024, filed 9 Aug 2024.