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EQWLEQWL
Showing 8 of 12 quarters

Position history for WEALTH ENHANCEMENT ADVISORY SERVICES, LLCWEALTH ENHANCEMENT ADVISORY SERVICES, LLC's holdings in INVESCO S&P 100 EQUAL WEIGHT

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds 69,209 shares of EQWL (INVESCO S&P 100 EQUAL WEIGHT), worth $9M as of 2026-Q2. The position was increased (+4.9% shares). EQWL represents 0.0% of WEALTH ENHANCEMENT ADVISORY SERVICES, LLC's portfolio.

Current Value

$9M

Current Shares

69,209

Total Value Change

-$1.5M

Total Shares Change

-33,894

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
69,209
+4.9%
$9M0.0%$129.02
29
2026-Q1
Decreased
65,974
-41.4%
$7.6M0.0%$121.27
0
2025-Q4
Increased
112,605
+2.3%
$13.6M0.0%$118.97
29
2025-Q3
Increased
110,112
+0.3%
$12.7M0.0%$113.97
28
2025-Q2
Increased
109,810
+2.5%
$12.3M0.0%$108.57
29
2025-Q1
Decreased
107,185
-1.3%
$11M0.0%$100.88
0
2024-Q4
Increased
108,553
+5.3%
$11.1M0.0%$100.34
29
2024-Q3
Increased
103,103
+6.9%
$10.5M0.0%$99.77
30

Other major holders of EQWL: LPL Financial LLC, ENVESTNET ASSET MANAGEMENT INC

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