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

Spire 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	$102K	Hold	793	–	–	﹤0.01%	971
2026 Q1	$91.4K	Buy	793 +43	+6%	+$5.15K	﹤0.01%	990
2025 Q4	$88.6K	Hold	750	–	–	﹤0.01%	1019
2025 Q3	$86K	Buy	750 +45	+6%	+$5.04K	﹤0.01%	1044
2025 Q2	$77.5K	Buy	705 +133	+23%	+$13.7K	﹤0.01%	1066
2025 Q1	$59K	Hold	572	–	–	﹤0.01%	1224
2024 Q4	$58.5K	Hold	572	–	–	﹤0.01%	1227
2024 Q3	$58.5K	Hold	572	–	–	﹤0.01%	1085
2024 Q2	$54.1K	Hold	572	–	–	﹤0.01%	1089
2024 Q1	$54.3K	Hold	572	–	–	﹤0.01%	1188
2023 Q4	$50.3K	Buy	+572	New	+$46.5K	﹤0.01%	1203

Other funds holding EQWL

Prentice Wealth Management Rochester, New York $484M AUM 13.77% 1-Year Est. Return

YHB Investment Advisors West Hartford, Connecticut $1.56B AUM 27.39% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

National Wealth Management Group Cincinnati, Ohio $323M AUM 39.23% 1-Year Est. Return

Wealth Enhancement Trust Services Sioux Falls, South Dakota $792M AUM

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return