Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
Stifel Financial’s
Invesco S&P 100 Equal Weight ETF
EQWL
Stock Holding History
Stifel Financial’s Portfolio
EQWL Stock Details
EQWL Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
$17.2M
Buy
148,835
+145,575
+4,465%
+$17.4M
0.02%
695
2025
Q4
$385K
Sell
3,260
-243
-7%
-$28.3K
﹤0.01%
3002
2025
Q3
$402K
Buy
3,503
+12
+0.3%
+$1.34K
﹤0.01%
2935
2025
Q2
$384K
Buy
3,491
+339
+11%
+$35K
﹤0.01%
2916
2025
Q1
$325K
Buy
3,152
+1,031
+49%
+$108K
﹤0.01%
2925
2024
Q4
$217K
Sell
2,121
-246
-10%
-$25.6K
﹤0.01%
3133
2024
Q3
$242K
Buy
2,367
+92
+4%
+$9.02K
﹤0.01%
3060
2024
Q2
$215K
Buy
+2,275
New
+$212K
﹤0.01%
3077
2022
Q4
–
Sell
-7,504
Closed
-$499K
–
3317
2022
Q3
$499K
Sell
7,504
-827
-10%
-$61.4K
﹤0.01%
2433
2022
Q2
$595K
Buy
8,331
+166
+2%
+$12.8K
﹤0.01%
2368
2022
Q1
$680K
Sell
8,165
-105
-1%
-$8.73K
﹤0.01%
2390
2021
Q4
$714K
Buy
+8,270
New
+$696K
﹤0.01%
2374
Other funds holding EQWL
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Cetera Investment Advisers
Schaumburg, Illinois
$94B AUM
20.14%
1-Year Est. Return
Ameriprise
Minneapolis, Minnesota
$431B AUM
30.22%
1-Year Est. Return
Osaic Holdings
Scottsdale, Arizona
$68.3B AUM
20.5%
1-Year Est. Return
RWA
Reicon Wealth Advisors
Atlanta, Georgia
$130M AUM
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
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close