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Avion Wealth

SEC CIK
0001792704
Latest filing
Jul 31, 2026

EQH holding history

Equitable Holdings, Inc. in every 13F filed by Avion Wealth, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

EQH overviewAll 13F holders of EQHFull Q2 2026 holdings

Shares (Q2 2026)
57
Value
$2.00K
% of portfolio
<0.1%
Quarters held
14
Since Q1 2023
Holdings of EQH by Avion Wealth, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202657$2.00K<0.1%+25+78.1%AddedHolders
Q1 202632$1.00K<0.1%+1+3.2%AddedHolders
Q4 202531$1.00K<0.1%−6−16.2%ReducedHolders
Q3 202537$1.00K<0.1%−9−19.6%ReducedHolders
Q2 202546$2.00K<0.1%+16+53.3%AddedHolders
Q1 202530$1.00K<0.1%00.0%UnchangedHolders
Q4 202430$1.00K<0.1%+11+57.9%AddedHolders
Q3 202419$00.0%00.0%UnchangedHolders
Q2 202419$00.0%00.0%UnchangedHolders
Q1 202419$1.00K<0.1%00.0%UnchangedHolders
Q4 202319$1.00K<0.1%−37−66.1%ReducedHolders
Q3 202356$1.00K<0.1%+17+43.6%AddedHolders
Q2 202339$00.0%00.0%UnchangedHolders
Q1 202339$1.00K<0.1%+39NewHolders