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Siligmueller & Norvid Wealth Advisors’s Invesco S&P 100 Equal Weight ETF EQWL Stock Holding History

Siligmueller & Norvid Wealth 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
2025
Q3 		– Sell
-67,519
Closed -$7.46M – 178
2025
Q2 		$7.46M Buy
67,519
+8,834
+15% +$911K 2.9% 8
2025
Q1 		$6.05M Sell
58,685
-137
-0.2% -$14.4K 2.56% 10
2024
Q4 		$6.02M Buy
+58,822
New +$6.13M 2.56% 12

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RFG
RFP Financial Group Atlanta, Georgia $184M AUM 16.06% 1-Year Est. Return
AWM
Altus Wealth Management Ft Mitchell, Kentucky $260M AUM 21.69% 1-Year Est. Return
BDFN
Bond & Devick Financial Network St. Louis Park, Minnesota $406M AUM 16.49% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Siligmueller & Norvid Wealth Advisors's EQWL Position: Q3 2025 in Review

Siligmueller & Norvid Wealth Advisors sold out of Invesco S&P 100 Equal Weight ETF (EQWL) in Q3 2025, closing a stake of 67,519 shares — an estimated $7.46M sold.

Siligmueller & Norvid Wealth Advisors first reported a position in EQWL in Q4 2024 and held it in 3 quarters. The position peaked at $7.46M in Q2 2025. 161 funds tracked by Wall St. Rank hold EQWL as of Q3 2025.

  • Siligmueller & Norvid Wealth Advisors reported no remaining Invesco S&P 100 Equal Weight ETF position as of Q3 2025 after selling out during the quarter.
  • Siligmueller & Norvid Wealth Advisors sold 67,519 Invesco S&P 100 Equal Weight ETF shares in Q3 2025, an estimated $7.46M.
  • Siligmueller & Norvid Wealth Advisors first reported a position in Invesco S&P 100 Equal Weight ETF in Q4 2024 and held it in 3 quarters.
  • Siligmueller & Norvid Wealth Advisors's Invesco S&P 100 Equal Weight ETF position peaked at $7.46M in Q2 2025.
  • 161 funds tracked by Wall St. Rank held Invesco S&P 100 Equal Weight ETF as of Q3 2025.

Based on Siligmueller & Norvid Wealth Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.