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

Sheets Smith 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
2024
Q2 		– Sell
-13,861
Closed -$1.32M – 384
2024
Q1 		$1.32M Buy
+13,861
New +$1.25M 0.15% 139

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
FP
Fiduciary Planning Englewood, Florida $382M AUM 26.37% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
PWM
Prentice Wealth Management Rochester, New York $484M AUM 13.77% 1-Year Est. Return
BDFN
Bond & Devick Financial Network St. Louis Park, Minnesota $406M AUM 16.49% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Sheets Smith Wealth Management's EQWL Position: Q2 2024 in Review

Sheets Smith Wealth Management sold out of Invesco S&P 100 Equal Weight ETF (EQWL) in Q2 2024, closing a stake of 13,861 shares — an estimated $1.32M sold.

Sheets Smith Wealth Management first reported a position in EQWL in Q1 2024 and held it in 1 quarter. The position peaked at $1.32M in Q1 2024. 102 funds tracked by Wall St. Rank hold EQWL as of Q2 2024.

  • Sheets Smith Wealth Management reported no remaining Invesco S&P 100 Equal Weight ETF position as of Q2 2024 after selling out during the quarter.
  • Sheets Smith Wealth Management sold 13,861 Invesco S&P 100 Equal Weight ETF shares in Q2 2024, an estimated $1.32M.
  • Sheets Smith Wealth Management first reported a position in Invesco S&P 100 Equal Weight ETF in Q1 2024 and held it in 1 quarter.
  • Sheets Smith Wealth Management's Invesco S&P 100 Equal Weight ETF position peaked at $1.32M in Q1 2024.
  • 102 funds tracked by Wall St. Rank held Invesco S&P 100 Equal Weight ETF as of Q2 2024.

Based on Sheets Smith Wealth Management's 13F filing for Q2 2024, filed 30 Jul 2024.