SeaCrest Wealth Management’s Invesco S&P 100 Equal Weight ETF EQWL Stock Holding History

SeaCrest Wealth Management’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 Q2	$1.17M	Buy	9,039 +358	+4%	+$44.5K	0.13%	144
2026 Q1	$1M	Buy	8,681 +872	+11%	+$104K	0.11%	188
2025 Q4	$933K	Buy	7,809 +610	+8%	+$71.1K	0.09%	194
2025 Q3	$833K	Buy	7,199 +1,764	+32%	+$198K	0.09%	209
2025 Q2	$598K	Buy	5,435 +5	+0.1%	+$516	0.06%	270
2025 Q1	$560K	Buy	5,430 +1,195	+28%	+$125K	0.06%	295
2024 Q4	$433K	Buy	4,235 +1,405	+50%	+$146K	0.05%	379
2024 Q3	$290K	Buy	2,830 +334	+13%	+$32.7K	0.03%	501
2024 Q2	$236K	Buy	+2,496	New	+$233K	0.03%	536

Other funds holding EQWL

Prentice Wealth Management Rochester, New York $484M AUM 13.77% 1-Year Est. Return

YHB Investment Advisors West Hartford, Connecticut $1.56B AUM 27.39% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

National Wealth Management Group Cincinnati, Ohio $323M AUM 39.23% 1-Year Est. Return

Wealth Enhancement Trust Services Sioux Falls, South Dakota $792M AUM

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.39B AUM 19.93% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return