Simplex Trading
EQWL icon

Simplex Trading’s Invesco S&P 100 Equal Weight ETF EQWL Stock Holding History

Simplex Trading’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
Q1 		$13.6K Buy
+118
New +$14.1K ﹤0.01% 7078
2025
Q4 		– Sell
-473
Closed -$54K – 9236
2025
Q3 		$54K Buy
473
+407
+617% +$45.6K ﹤0.01% 6371
2025
Q2 		$7K Buy
66
+65
+6,500% +$6.7K ﹤0.01% 7542
2025
Q1 		$0 Sell
1
-219
-100% -$23K ﹤0.01% 9072
2024
Q4 		$22K Buy
220
+144
+189% +$15K ﹤0.01% 6602
2024
Q3 		$7K Sell
76
-118
-61% -$11.6K ﹤0.01% 7413
2024
Q2 		$18K Buy
+194
New +$18.1K ﹤0.01% 6975
2023
Q3 		– Sell
-463
Closed -$37K – 9307
2023
Q2 		$37K Buy
+463
New +$36.4K ﹤0.01% 6129
2023
Q1 		– Sell
-122
Closed -$9K – 9640
2022
Q4 		$9K Sell
122
-200
-62% -$14.8K ﹤0.01% 7622
2022
Q3 		$21K Buy
+322
New +$23.9K ﹤0.01% 7455
2022
Q2 		– Sell
-94
Closed -$7K – 10522
2022
Q1 		$7K Sell
94
-59
-39% -$4.91K ﹤0.01% 9159
2021
Q4 		$13K Buy
+153
New +$12.9K ﹤0.01% 8798

Other funds holding EQWL

LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $431B AUM 30.22% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RWA
Reicon Wealth Advisors Atlanta, Georgia $130M AUM
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
BDFN
Bond & Devick Financial Network St. Louis Park, Minnesota $358M AUM 11.82% 1-Year Est. Return
AWM
Altus Wealth Management Ft Mitchell, Kentucky $225M AUM 16.91% 1-Year Est. Return