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Wintrust Investments’s Invesco S&P 100 Equal Weight ETF EQWL Stock Holding History

Wintrust Investments’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
2024
Q4 		$92K Buy
900
+150
+20% +$15.6K 0.08% 173
2024
Q3 		$76K Sell
750
-5,104
-87% -$500K 0.06% 249
2024
Q2 		$553K Buy
5,854
+650
+12% +$60.5K 0.05% 276
2024
Q1 		$494K Buy
5,204
+254
+5% +$22.9K 0.04% 290
2023
Q4 		$433K Buy
+4,950
New +$402K 0.04% 294

Other funds holding EQWL

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BDFN
Bond & Devick Financial Network St. Louis Park, Minnesota $406M AUM 16.49% 1-Year Est. Return
FP
Fiduciary Planning Englewood, Florida $382M AUM 26.37% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
PWM
Prentice Wealth Management Rochester, New York $484M AUM 13.77% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Wintrust Investments's EQWL Position: Q4 2024 in Review

Wintrust Investments increased its Invesco S&P 100 Equal Weight ETF (EQWL) stake by 20% in Q4 2024, buying an estimated $15.6K and bringing the position to 900 shares worth $92K. The position accounts for 0.08% of the portfolio, ranked #173.

Wintrust Investments first reported a position in EQWL in Q4 2023 and has held it in 5 quarters since. The position peaked at $553K in Q2 2024. 121 funds tracked by Wall St. Rank hold EQWL as of Q4 2024.

  • Wintrust Investments held 900 shares of Invesco S&P 100 Equal Weight ETF worth $92K as of Q4 2024.
  • Wintrust Investments bought 150 Invesco S&P 100 Equal Weight ETF shares in Q4 2024, an estimated $15.6K.
  • Invesco S&P 100 Equal Weight ETF made up 0.08% of Wintrust Investments's portfolio in Q4 2024, its #173 holding.
  • Wintrust Investments first reported a position in Invesco S&P 100 Equal Weight ETF in Q4 2023 and has held it in 5 quarters since.
  • Wintrust Investments's Invesco S&P 100 Equal Weight ETF position peaked at $553K in Q2 2024.
  • 121 funds tracked by Wall St. Rank held Invesco S&P 100 Equal Weight ETF as of Q4 2024.

Based on Wintrust Investments's 13F filing for Q4 2024, filed 10 Feb 2025.