Ullmann Wealth Partners Group’s Invesco S&P 100 Equal Weight ETF EQWL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $468K | Buy |
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|
2025
Q2 | $448K | Buy |
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|
2025
Q1 | $419K | Buy |
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|
2024
Q4 | $414K | Buy |
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|
2024
Q3 | $413K | Buy |
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|
2024
Q2 | $380K | Buy |
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|
2024
Q1 | $283K | Buy |
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|
2023
Q4 | $260K | Buy |
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|
2023
Q3 | $232K | Buy |
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|
2023
Q2 | $240K | Buy |
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|
2023
Q1 | $229K | Buy |
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|
2022
Q4 | $219K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $207K | Buy |
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|
2022
Q1 | $241K | Buy |
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|
2021
Q4 | $249K | Buy |
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|
2021
Q3 | $231K | Buy |
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|
2021
Q2 | $232K | Buy |
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|
2021
Q1 | $216K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $208K | Hold |
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|
2018
Q3 | $239K | Hold |
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|
2018
Q2 | $228K | Buy |
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