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

VestGen 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
Q4 		– Sell
-1,768
Closed -$203K – 785
2025
Q3 		$203K Buy
+1,768
New +$198K 0.01% 681

Other funds holding EQWL

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RFG
RFP Financial Group Atlanta, Georgia $223M AUM 23.08% 1-Year Est. Return
BDFN
Bond & Devick Financial Network St. Louis Park, Minnesota $406M AUM 16.49% 1-Year Est. Return
AWM
Altus Wealth Management Ft Mitchell, Kentucky $263M AUM 13.74% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
RWA
Reicon Wealth Advisors Atlanta, Georgia $162M AUM
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

VestGen Advisors's EQWL Position: Q4 2025 in Review

VestGen Advisors sold out of Invesco S&P 100 Equal Weight ETF (EQWL) in Q4 2025, closing a stake of 1,768 shares — an estimated $203K sold.

VestGen Advisors first reported a position in EQWL in Q3 2025 and held it in 1 quarter. The position peaked at $203K in Q3 2025. 177 funds tracked by Wall St. Rank hold EQWL as of Q4 2025.

  • VestGen Advisors reported no remaining Invesco S&P 100 Equal Weight ETF position as of Q4 2025 after selling out during the quarter.
  • VestGen Advisors sold 1,768 Invesco S&P 100 Equal Weight ETF shares in Q4 2025, an estimated $203K.
  • VestGen Advisors first reported a position in Invesco S&P 100 Equal Weight ETF in Q3 2025 and held it in 1 quarter.
  • VestGen Advisors's Invesco S&P 100 Equal Weight ETF position peaked at $203K in Q3 2025.
  • 177 funds tracked by Wall St. Rank held Invesco S&P 100 Equal Weight ETF as of Q4 2025.

Based on VestGen Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.