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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

RWA

Reicon Wealth Advisors Atlanta, Georgia $162M AUM

BDFN

Bond & Devick Financial Network St. Louis Park, Minnesota $406M AUM 16.49% 1-Year Est. Return

SeaCrest Wealth Management's EQWL Position: Q2 2026 in Review

SeaCrest Wealth Management increased its Invesco S&P 100 Equal Weight ETF (EQWL) stake by 4.1% in Q2 2026, buying an estimated $44.5K and bringing the position to 9,039 shares worth $1.17M. The position accounts for 0.13% of the portfolio, ranked #144.

SeaCrest Wealth Management first reported a position in EQWL in Q2 2024 and has held it in 9 quarters since. 200 funds tracked by Wall St. Rank hold EQWL as of Q2 2026.

SeaCrest Wealth Management held 9,039 shares of Invesco S&P 100 Equal Weight ETF worth $1.17M as of Q2 2026.
SeaCrest Wealth Management bought 358 Invesco S&P 100 Equal Weight ETF shares in Q2 2026, an estimated $44.5K.
Invesco S&P 100 Equal Weight ETF made up 0.13% of SeaCrest Wealth Management's portfolio in Q2 2026, its #144 holding.
SeaCrest Wealth Management first reported a position in Invesco S&P 100 Equal Weight ETF in Q2 2024 and has held it in 9 quarters since.
200 funds tracked by Wall St. Rank held Invesco S&P 100 Equal Weight ETF as of Q2 2026.

Based on SeaCrest Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.