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Wood Tarver Financial Group’s Invesco S&P 100 Equal Weight ETF EQWL Stock Holding History

Wood Tarver Financial Group’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
Q3 		– Sell
-448
Closed -$49K – 299
2025
Q2 		$49K Hold
448
– – 0.01% 281
2025
Q1 		$46.2K Hold
448
– – 0.02% 275
2024
Q4 		$45K Buy
+448
New +$46.7K 0.02% 272

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RFG
RFP Financial Group Atlanta, Georgia $184M AUM 16.06% 1-Year Est. Return
AWM
Altus Wealth Management Ft Mitchell, Kentucky $225M AUM 16.91% 1-Year Est. Return
BDFN
Bond & Devick Financial Network St. Louis Park, Minnesota $406M AUM 16.49% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wood Tarver Financial Group's EQWL Position: Q3 2025 in Review

Wood Tarver Financial Group sold out of Invesco S&P 100 Equal Weight ETF (EQWL) in Q3 2025, closing a stake of 448 shares — an estimated $49K sold.

Wood Tarver Financial Group first reported a position in EQWL in Q4 2024 and held it in 3 quarters. The position peaked at $49K in Q2 2025. 161 funds tracked by Wall St. Rank hold EQWL as of Q3 2025.

  • Wood Tarver Financial Group reported no remaining Invesco S&P 100 Equal Weight ETF position as of Q3 2025 after selling out during the quarter.
  • Wood Tarver Financial Group sold 448 Invesco S&P 100 Equal Weight ETF shares in Q3 2025, an estimated $49K.
  • Wood Tarver Financial Group first reported a position in Invesco S&P 100 Equal Weight ETF in Q4 2024 and held it in 3 quarters.
  • Wood Tarver Financial Group's Invesco S&P 100 Equal Weight ETF position peaked at $49K in Q2 2025.
  • 161 funds tracked by Wall St. Rank held Invesco S&P 100 Equal Weight ETF as of Q3 2025.

Based on Wood Tarver Financial Group's 13F filing for Q3 2025, filed 14 Nov 2025.