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Sanders Morris Harris’s Invesco S&P 100 Equal Weight ETF EQWL Stock Holding History

Sanders Morris Harris’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
Q4 		– Sell
-2,093
Closed -$240K – 119
2025
Q3 		$240K Buy
+2,093
New +$235K 0.03% 256
2025
Q2 		– Sell
-2,703
Closed -$278K – 209
2025
Q1 		$278K Sell
2,703
-57,302
-95% -$6.02M 0.04% 216
2024
Q4 		$6.14M Buy
60,005
+57,675
+2,475% +$6.01M 0.92% 16
2024
Q3 		$238K Sell
2,330
-58,674
-96% -$5.75M 0.04% 238
2024
Q2 		$5.76M Buy
61,004
+58,753
+2,610% +$5.47M 0.95% 20
2024
Q1 		$5.84M Sell
2,251
-44,726
-95% -$4.04M 1.07% 15
2023
Q4 		$4.13M Buy
+46,977
New +$3.82M 2.03% 7

Other funds holding EQWL

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RFG
RFP Financial Group Atlanta, Georgia $184M AUM 16.06% 1-Year Est. Return
BDFN
Bond & Devick Financial Network St. Louis Park, Minnesota $406M AUM 16.49% 1-Year Est. Return
AWM
Altus Wealth Management Ft Mitchell, Kentucky $260M AUM 21.69% 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 $162M AUM
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Sanders Morris Harris's EQWL Position: Q4 2025 in Review

Sanders Morris Harris sold out of Invesco S&P 100 Equal Weight ETF (EQWL) in Q4 2025, closing a stake of 2,093 shares — an estimated $240K sold.

Sanders Morris Harris first reported a position in EQWL in Q4 2023 and held it in 7 quarters. The position peaked at $6.14M in Q4 2024. 176 funds tracked by Wall St. Rank hold EQWL as of Q4 2025.

  • Sanders Morris Harris reported no remaining Invesco S&P 100 Equal Weight ETF position as of Q4 2025 after selling out during the quarter.
  • Sanders Morris Harris sold 2,093 Invesco S&P 100 Equal Weight ETF shares in Q4 2025, an estimated $240K.
  • Sanders Morris Harris first reported a position in Invesco S&P 100 Equal Weight ETF in Q4 2023 and held it in 7 quarters.
  • Sanders Morris Harris's Invesco S&P 100 Equal Weight ETF position peaked at $6.14M in Q4 2024.
  • 176 funds tracked by Wall St. Rank held Invesco S&P 100 Equal Weight ETF as of Q4 2025.

Based on Sanders Morris Harris's 13F filing for Q4 2025, filed 8 Jan 2026.