Western Wealth Management’s Invesco S&P 100 Equal Weight ETF EQWL Stock Holding History

Western Wealth Management’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	-1,780	Closed	-$204K	–	839
2025 Q3	$204K	Sell	1,780 -91	-5%	-$10.2K	0.01%	736
2025 Q2	$206K	Buy	+1,871	New	+$193K	0.01%	692

Other funds holding EQWL

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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 Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

RWA

Reicon Wealth Advisors Atlanta, Georgia $162M AUM

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Western Wealth Management's EQWL Position: Q4 2025 in Review

Western Wealth Management sold out of Invesco S&P 100 Equal Weight ETF (EQWL) in Q4 2025, closing a stake of 1,780 shares — an estimated $204K sold.

Western Wealth Management first reported a position in EQWL in Q2 2025 and held it in 2 quarters. The position peaked at $206K in Q2 2025. 177 funds tracked by Wall St. Rank hold EQWL as of Q4 2025.

Western Wealth Management reported no remaining Invesco S&P 100 Equal Weight ETF position as of Q4 2025 after selling out during the quarter.
Western Wealth Management sold 1,780 Invesco S&P 100 Equal Weight ETF shares in Q4 2025, an estimated $204K.
Western Wealth Management first reported a position in Invesco S&P 100 Equal Weight ETF in Q2 2025 and held it in 2 quarters.
Western Wealth Management's Invesco S&P 100 Equal Weight ETF position peaked at $206K in Q2 2025.
177 funds tracked by Wall St. Rank held Invesco S&P 100 Equal Weight ETF as of Q4 2025.

Based on Western Wealth Management's 13F filing for Q4 2025, filed 5 Feb 2026.