VIPI
EQWL icon

Vista Investment Partners II’s Invesco S&P 100 Equal Weight ETF EQWL Stock Holding History

Vista Investment Partners II’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
-21,621
Closed -$2.48M – 153
2025
Q3 		$2.48M Buy
21,621
+4,781
+28% +$536K 1.16% 33
2025
Q2 		$1.85M Buy
16,840
+11,828
+236% +$1.22M 0.89% 45
2025
Q1 		$517K Buy
+5,012
New +$526K 0.29% 79

Other funds holding EQWL

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RFG
RFP Financial Group Atlanta, Georgia $184M AUM 16.06% 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 $260M AUM 21.69% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RWA
Reicon Wealth Advisors Atlanta, Georgia $162M AUM
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Vista Investment Partners II's EQWL Position: Q4 2025 in Review

Vista Investment Partners II sold out of Invesco S&P 100 Equal Weight ETF (EQWL) in Q4 2025, closing a stake of 21,621 shares — an estimated $2.48M sold.

Vista Investment Partners II first reported a position in EQWL in Q1 2025 and held it in 3 quarters. The position peaked at $2.48M in Q3 2025. 176 funds tracked by Wall St. Rank hold EQWL as of Q4 2025.

  • Vista Investment Partners II reported no remaining Invesco S&P 100 Equal Weight ETF position as of Q4 2025 after selling out during the quarter.
  • Vista Investment Partners II sold 21,621 Invesco S&P 100 Equal Weight ETF shares in Q4 2025, an estimated $2.48M.
  • Vista Investment Partners II first reported a position in Invesco S&P 100 Equal Weight ETF in Q1 2025 and held it in 3 quarters.
  • Vista Investment Partners II's Invesco S&P 100 Equal Weight ETF position peaked at $2.48M in Q3 2025.
  • 176 funds tracked by Wall St. Rank held Invesco S&P 100 Equal Weight ETF as of Q4 2025.

Based on Vista Investment Partners II's 13F filing for Q4 2025, filed 22 Jan 2026.