Sequoia Financial Advisors’s Invesco S&P 100 Equal Weight ETF EQWL Stock Holding History

Sequoia Financial Advisors’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
2022 Q3	–	Sell	-2,995	Closed	-$214K	–	554
2022 Q2	$214K	Hold	2,995	–	–	0.01%	530
2022 Q1	$249K	Buy	2,995 +285	+11%	+$23.7K	0.01%	557
2021 Q4	$234K	Hold	2,710	–	–	0.01%	512
2021 Q3	$217K	Hold	2,710	–	–	0.02%	239
2021 Q2	$218K	Hold	2,710	–	–	0.01%	438
2021 Q1	$204K	Buy	+2,710	New	+$195K	0.01%	415

Other funds holding EQWL

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

IGWM

ICA Group Wealth Management Denver, Colorado $167M AUM 18.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Sequoia Financial Advisors's EQWL Position: Q3 2022 in Review

Sequoia Financial Advisors sold out of Invesco S&P 100 Equal Weight ETF (EQWL) in Q3 2022, closing a stake of 2,995 shares — an estimated $214K sold.

Sequoia Financial Advisors first reported a position in EQWL in Q1 2021 and held it in 6 quarters. The position peaked at $249K in Q1 2022. 39 funds tracked by Wall St. Rank hold EQWL as of Q3 2022.

Sequoia Financial Advisors reported no remaining Invesco S&P 100 Equal Weight ETF position as of Q3 2022 after selling out during the quarter.
Sequoia Financial Advisors sold 2,995 Invesco S&P 100 Equal Weight ETF shares in Q3 2022, an estimated $214K.
Sequoia Financial Advisors first reported a position in Invesco S&P 100 Equal Weight ETF in Q1 2021 and held it in 6 quarters.
Sequoia Financial Advisors's Invesco S&P 100 Equal Weight ETF position peaked at $249K in Q1 2022.
39 funds tracked by Wall St. Rank held Invesco S&P 100 Equal Weight ETF as of Q3 2022.

Based on Sequoia Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.