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Precision Wealth Strategies’s Invesco S&P 100 Equal Weight ETF EQWL Stock Holding History

Precision Wealth Strategies’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
2025
Q3 		– Sell
-8,610
Closed -$947K – 173
2025
Q2 		$947K Buy
+8,610
New +$888K 0.31% 62

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RFG
RFP Financial Group Atlanta, Georgia $184M AUM 16.06% 1-Year Est. Return
AWM
Altus Wealth Management Ft Mitchell, Kentucky $225M AUM 16.91% 1-Year Est. Return
BDFN
Bond & Devick Financial Network St. Louis Park, Minnesota $406M AUM 16.49% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Precision Wealth Strategies's EQWL Position: Q3 2025 in Review

Precision Wealth Strategies sold out of Invesco S&P 100 Equal Weight ETF (EQWL) in Q3 2025, closing a stake of 8,610 shares — an estimated $947K sold.

Precision Wealth Strategies first reported a position in EQWL in Q2 2025 and held it in 1 quarter. The position peaked at $947K in Q2 2025. 161 funds tracked by Wall St. Rank hold EQWL as of Q3 2025.

  • Precision Wealth Strategies reported no remaining Invesco S&P 100 Equal Weight ETF position as of Q3 2025 after selling out during the quarter.
  • Precision Wealth Strategies sold 8,610 Invesco S&P 100 Equal Weight ETF shares in Q3 2025, an estimated $947K.
  • Precision Wealth Strategies first reported a position in Invesco S&P 100 Equal Weight ETF in Q2 2025 and held it in 1 quarter.
  • Precision Wealth Strategies's Invesco S&P 100 Equal Weight ETF position peaked at $947K in Q2 2025.
  • 161 funds tracked by Wall St. Rank held Invesco S&P 100 Equal Weight ETF as of Q3 2025.

Based on Precision Wealth Strategies's 13F filing for Q3 2025, filed 16 Oct 2025.