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

SteelPeak Wealth’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
Q3 		– Sell
-3,507
Closed -$331K – 542
2024
Q2 		$331K Sell
3,507
-413
-11% -$38.5K 0.02% 365
2024
Q1 		$372K Sell
3,920
-1,231
-24% -$111K 0.02% 335
2023
Q4 		$451K Buy
+5,151
New +$419K 0.03% 289

Other funds holding EQWL

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FP
Fiduciary Planning Englewood, Florida $382M AUM 26.37% 1-Year Est. Return
BDFN
Bond & Devick Financial Network St. Louis Park, Minnesota $406M AUM 16.49% 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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

SteelPeak Wealth's EQWL Position: Q3 2024 in Review

SteelPeak Wealth sold out of Invesco S&P 100 Equal Weight ETF (EQWL) in Q3 2024, closing a stake of 3,507 shares — an estimated $331K sold.

SteelPeak Wealth first reported a position in EQWL in Q4 2023 and held it in 3 quarters. The position peaked at $451K in Q4 2023. 109 funds tracked by Wall St. Rank hold EQWL as of Q3 2024.

  • SteelPeak Wealth reported no remaining Invesco S&P 100 Equal Weight ETF position as of Q3 2024 after selling out during the quarter.
  • SteelPeak Wealth sold 3,507 Invesco S&P 100 Equal Weight ETF shares in Q3 2024, an estimated $331K.
  • SteelPeak Wealth first reported a position in Invesco S&P 100 Equal Weight ETF in Q4 2023 and held it in 3 quarters.
  • SteelPeak Wealth's Invesco S&P 100 Equal Weight ETF position peaked at $451K in Q4 2023.
  • 109 funds tracked by Wall St. Rank held Invesco S&P 100 Equal Weight ETF as of Q3 2024.

Based on SteelPeak Wealth's 13F filing for Q3 2024, filed 25 Oct 2024.