Valeo Financial Advisors’s Invesco S&P 100 Equal Weight ETF EQWL Stock Holding History

Valeo Financial Advisors’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
2019 Q3	–	Sell	-395	Closed	-$22K	–	1585
2019 Q2	$22K	Hold	395	–	–	﹤0.01%	816
2019 Q1	$22K	Hold	395	–	–	﹤0.01%	759
2018 Q4	$19K	Hold	395	–	–	﹤0.01%	718
2018 Q3	$21K	Hold	395	–	–	﹤0.01%	755
2018 Q2	$22K	Buy	+395	New	+$20.9K	﹤0.01%	738

Other funds holding EQWL

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Valeo Financial Advisors's EQWL Position: Q3 2019 in Review

Valeo Financial Advisors sold out of Invesco S&P 100 Equal Weight ETF (EQWL) in Q3 2019, closing a stake of 395 shares — an estimated $22K sold.

Valeo Financial Advisors first reported a position in EQWL in Q2 2018 and held it in 5 quarters. The position peaked at $22K in Q2 2019. 27 funds tracked by Wall St. Rank hold EQWL as of Q3 2019.

Valeo Financial Advisors reported no remaining Invesco S&P 100 Equal Weight ETF position as of Q3 2019 after selling out during the quarter.
Valeo Financial Advisors sold 395 Invesco S&P 100 Equal Weight ETF shares in Q3 2019, an estimated $22K.
Valeo Financial Advisors first reported a position in Invesco S&P 100 Equal Weight ETF in Q2 2018 and held it in 5 quarters.
Valeo Financial Advisors's Invesco S&P 100 Equal Weight ETF position peaked at $22K in Q2 2019.
27 funds tracked by Wall St. Rank held Invesco S&P 100 Equal Weight ETF as of Q3 2019.

Based on Valeo Financial Advisors's 13F filing for Q3 2019, filed 15 Oct 2019.