Ullmann Wealth Partners Group, LLC
Position in EQWL — Invesco S&P 100 Equal Weight ETF
CIK 1697725
JACKSONVILLE BEACH, FL
All Filings in EQWL
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20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 EQWL | $472,599 | 4,101 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 EQWL | $481,974 | 4,079 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 EQWL | $467,779 | 4,079 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 EQWL | $447,467 | 4,069 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 EQWL | $418,545 | 4,060 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 EQWL | $414,029 | 4,048 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 EQWL | $413,065 | 4,037 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 EQWL | $380,457 | 4,026 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 EQWL | $282,961 | 2,982 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 EQWL | $260,053 | 2,970 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 EQWL | $232,380 | 2,958 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 EQWL | $239,981 | 2,946 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 EQWL | $229,047 | 2,935 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 EQWL | $218,740 | 2,922 | Shares | Sole | 2023-01-19 | |
| 2022-06-30 EQWL | $206,830 | 2,898 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 EQWL | $240,986 | 2,893 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 EQWL | $249,494 | 2,889 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 EQWL | $231,059 | 2,885 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 EQWL | $232,150 | 2,881 | Shares | Sole | 2021-07-09 | |
| 2021-03-31 EQWL | $216,511 | 2,878 | Shares | Sole | 2021-04-14 | |
| No filing history on record for this holder in this stock. | ||||||