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

Valued Wealth 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
2025
Q2 		– Sell
-137
Closed -$14.1K – 631
2025
Q1 		$14.1K Buy
+137
New +$14.4K 0.01% 188

Other funds holding EQWL

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
RFG
RFP Financial Group Atlanta, Georgia $184M AUM 16.06% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AWM
Altus Wealth Management Ft Mitchell, Kentucky $260M AUM 21.69% 1-Year Est. Return
BDFN
Bond & Devick Financial Network St. Louis Park, Minnesota $406M AUM 16.49% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Valued Wealth Advisors's EQWL Position: Q2 2025 in Review

Valued Wealth Advisors sold out of Invesco S&P 100 Equal Weight ETF (EQWL) in Q2 2025, closing a stake of 137 shares — an estimated $14.1K sold.

Valued Wealth Advisors first reported a position in EQWL in Q1 2025 and held it in 1 quarter. The position peaked at $14.1K in Q1 2025. 146 funds tracked by Wall St. Rank hold EQWL as of Q2 2025.

  • Valued Wealth Advisors reported no remaining Invesco S&P 100 Equal Weight ETF position as of Q2 2025 after selling out during the quarter.
  • Valued Wealth Advisors sold 137 Invesco S&P 100 Equal Weight ETF shares in Q2 2025, an estimated $14.1K.
  • Valued Wealth Advisors first reported a position in Invesco S&P 100 Equal Weight ETF in Q1 2025 and held it in 1 quarter.
  • Valued Wealth Advisors's Invesco S&P 100 Equal Weight ETF position peaked at $14.1K in Q1 2025.
  • 146 funds tracked by Wall St. Rank held Invesco S&P 100 Equal Weight ETF as of Q2 2025.

Based on Valued Wealth Advisors's 13F filing for Q2 2025, filed 6 Aug 2025.